📤 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 […]
How to Select and Edit Email Marketing Templates in the Wealthy Adviser Club
Customise Your Emails to Match Your Brand and Audience This tutorial walks you through how to select, edit, and customise your email templates inside the Wealthy Adviser Club email marketing system. With these templates, you can design professional, branded campaigns in just minutes — no design experience required. 🔐 Step 1 – Log In to […]
Introducing the Wealthy Adviser Club Custom GPT for Email Marketing
Create Powerful, Personalised Emails in Seconds We’ve officially launched the Custom GPT Email Assistant — designed exclusively for Wealthy Adviser Club members to help you write professional, compliant, and engaging emails for your clients. It’s fully integrated with your new Email Marketing System, so you can write, personalise, and send client-ready emails — all within […]
Email Marketing Is Here: The Wealthy Adviser Club’s All-in-One Communication Hub
After months in the making, email marketing is officially live inside the Wealthy Adviser Club platform — built right alongside your social planner for one simple reason:👉 Everything you need to grow your advisory business should live in one place. With this update, you can now create, design, schedule, and send professional email campaigns — […]
How to Upload Your Contacts into the Wealthy Adviser Club Platform
Import Your Client List and Start Emailing in Minutes Before you can start sending out campaigns, newsletters, or updates through the Wealthy Adviser Club Email Marketing System, you’ll need to upload your contacts. This short guide (and accompanying video) shows you exactly how to do that — whether your data comes from your CRM, spreadsheet, […]
How to Add Your Custom Domain & Email Service to the Wealthy Adviser Club Platform
Send Branded, Professional Emails Directly from Your Own Domain If you’re going to send email campaigns through the Wealthy Adviser Club Email Marketing System, you don’t want them going out from some random address.You want every message to come from your own business email — for example, info@yourbusiness.co.uk. This guide (and accompanying video) will walk […]