RA MarketingThe whole journey, handled
One invitation.
One event.
One new client.
RA Marketing runs seminar campaigns for financial advisors, from the mail house to the booked appointment. Follow one household through the system, then check the numbers behind it.
The invitation
StampMailed to 8,000 households
The RSVP
StampHousehold of 2, table for the 6 PM seating
The appointment
StampTuesday, 10:30 AM, your office
For RA Marketing clients
See exactly how to do it
Short videos and step-by-step guides for every job in the portal, from rosters to reports.
Video
Access and use your roster
See where to find event rosters and manage attendee details.
Watch the video
Video
Event rosters and call statuses
Learn how roster statuses and call outcomes are tracked.
Watch the video
Video
Check-in process
Review the attendee check-in workflow from the portal.
Watch the video
Video
Reports
Walk through generating and reviewing reports in the portal.
Watch the video
Video
Invite team members
Learn how to invite colleagues and manage team access.
Watch the video
Step-by-step guide
Wealthbox settings
Connect Wealthbox, configure sync rules, and review field mapping.
Follow the guide
New to the portal? Create your account in a few minutes.
The story checks out
Every household is one row in a measured system
One campaign, measured
Representative eventBars indicate funnel stage, not scale. Every figure above is visible live in the portal, per event and per campaign, labeled by unit: households register, attendees check in.
Five modules behind the journey
Campaign Desk
Direct mail and digital invitations
List selection, creative, print, and postage managed end to end. Response tracked per piece.
Event Control
Venues, seatings, and rosters
Registered Households assigned to seatings with capacity limits, waitlists, and dietary notes.
Door Check-in
Live attendance from any device
Expected Attendees reconciled against actuals in real time. Walk-ins captured at the door.
Appointment Line
From attendee to calendar
Interest flags collected during the event feed a scheduling queue the next morning.
Measurement
Results, per campaign
Attendance rate by venue, appointments by topic, and results tracked per campaign and list.
Your next client is out there.
The portal is where their journey to your practice begins.
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