The dynamic brand and marketing system that helped scale a financial advisor platform to multiple billions of assets under management.

Retirement Wealth is a Registered Investment Advisor (RIA) platform that helps financial advisors start and grow their practices.

The foundational brand acted as the home for independent advisors to service clients. We also created a two-headed marketing system with Retirement Wealth Academy and Retirement Tips.

The Academy is a turnkey financial education course that helped generate prospects from in-person classes. Tips is an automated, digital lead generation platform rooted in educational content, email campaigns, and evergreen webinars.

These three brands worked in unison and became a powerful client acquisition funnel for customers to scale their firms. This system helped the company, grow rapidly by billions of assets and rank as the #10 fastest-growing private company by Inc. magazine.

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