The 5-Step Social Media Lead Generation Funnel for Financial Advisers
Turn Social Engagement into Appointments, Clients, and Long-Term Revenue If you’re a financial adviser, mortgage broker, or protection specialist, you’ve probably been told that you need to be on social media. And it’s true — but posting alone isn’t enough. To consistently generate clients from platforms like Facebook, LinkedIn, or Instagram, you need a structured […]
Understanding Email Pricing in the Wealthy Adviser Club
Transparent, Fair, and Scalable Email Marketing Costs In this tutorial, you’ll learn exactly how email pricing works within the Wealthy Adviser Club platform — so you can plan your campaigns confidently, scale your outreach, and never worry about hidden fees. At the Wealthy Adviser Club, transparency and fairness are core to how we operate. Our […]
How to Apply Tags to Contacts in the Wealthy Adviser Club
Organise and Segment Clients for Smarter Communication This tutorial will guide you through the process of applying tags to your contacts within your Wealthy Adviser Club account. Tags help you segment your clients based on products, needs, or relationship status — allowing you to send targeted emails, manage campaigns, and stay organised. 🔐 Step 1 […]
How to Create Contact Tags in the Wealthy Adviser Club
Organise and Segment Your Client List with Ease This tutorial will guide you through how to create contact tags in your Wealthy Adviser Club account, allowing you to organise, filter, and target specific groups of clients more effectively. Tags help you manage clients by type — such as mortgage clients, protection clients, landlords, or prospects […]
How to Send Emails to Your Contacts in the Wealthy Adviser Club
Step-by-Step Guide to Sending Campaigns and One-to-One Emails This tutorial walks you through the process of sending emails directly to your contacts from within your Wealthy Adviser Club account. Whether you’re sending a one-to-one email or a campaign to multiple clients, this guide shows you every step to get your message delivered professionally. 🔐 Step […]
📤 How to Bulk Import Contacts into the Wealthy Adviser Club
Upload Multiple Contacts at Once Using a CSV File This tutorial will guide you through the process of bulk importing contacts into your Wealthy Adviser Club account. Bulk importing allows you to quickly upload a large number of clients from your CRM, spreadsheets, or existing contact lists — saving you hours of manual entry time. […]
How to Access the Email Marketing Settings in the Wealthy Adviser Club
Locate and Configure Your Email Marketing Tools with Ease This tutorial will guide you through how to access your Email Marketing Settings inside your Wealthy Adviser Club account. These settings allow you to connect your domain, manage your email sender information, and control how your campaigns are sent — all from one secure place. 🔐 […]
👥 How to Add a New Contact in the Wealthy Adviser Club
Quickly Create and Manage Contacts in Your Account This tutorial will guide you through the simple process of adding new contacts manually inside your Wealthy Adviser Club account. Adding contacts is the first step to building your email list and sending personalised campaigns to your clients. 🔐 Step 1 – Log In to Your Account […]
How to Set Email Headers in the Wealthy Adviser Club
Personalize Your Email Sender Information for a Professional Look This tutorial will guide you through setting email headers for your domain inside the Wealthy Adviser Club Email Services. Headers determine how your emails appear to recipients — including the sender name and email address displayed in their inbox.Setting these up properly ensures your campaigns look […]
🌐 How to Connect Your Domain to the Wealthy Adviser Club Email Services
Send and Receive Emails Securely Using Your Own Domain This tutorial walks you through the step-by-step process of connecting your custom domain to the Wealthy Adviser Club email marketing system. Connecting your domain ensures your emails are sent securely, look professional, and come directly from your own business address (e.g. info@yourcompany.com), rather than a generic […]