Financial Advisor Marketing Programs

The Retirement Wealth Academy is a turnkey lead generation program for financial advisors that is unique to Brookstone Capital Management. We combine a comprehensive digital marketing campaign with premier retirement education, taught locally by our advisors, for a complete inbound marketing solution.

Inbound marketing for financial advisor

Say goodbye to dinner seminars

We offer educational classes at universities, libraries, and community centers across the country. Our courses teach a disciplined approach to financial planning and retirement investing.
Highly-targeted course materials

Each course will have material catered to various situations, but in general, our classes are intended for adults aged 50-70 who are in or near retirement.

Credible venues

Most of our retirement classes are taught at a local college or university classroom in your community. The class venue will vary depending on your location.

Marketing tools for financial advisors

From social media to to email marketing our advisors can leverage all of our marketing tools to generate new prospects and keep them engaged along the way.

Advisor dashboard

Track your the effectiveness of your Facebook marketing program and the course registrations, communications, and conversions all from your online centralized advisor dashboard.

AUTOMATED MARKETING FOR FINANCIAL ADVISORS

Online marketing meets offline classes

Tap into our proven social media marketing funnels to start reaching more potential clients on Facebook today. Our consistent, highly targeted digital marketing campaigns can connect you with motivated, qualified prospects, and by leveraging our automated email marketing funnels, you'll never let a lead go cold again.
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financial advisor facebook marketing
CURATED retirement COURSES

Access the retirement courses pre-retirees are craving

Retirement Wealth Academy retirement courses are designed to address the most common retirement planning pain points, complete with complimentary course materials and workbooks.

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Retirement course for financial advisor

Our courses

Retirement Wealth Academy courses teach a disciplined approach to financial planning and retirement investing.
retirement seminar course

The New Reality in Our Retirement

This course challenges attendees to buck conventional financial wisdom in favor of a modernized approach to retirement planning. You'll walk your audience through potential pitfalls for pre-retirees, how to maximize retirement income, plan for healthcare expenses and much more.

retirement headwinds course

The Retirement Headwinds

A 1-hour and 15 minutes class covering the challenges investors face in today's financial markets and how to  overcome them.  During this course you will teach the impact of lower interest rates and national debt on programs like Medicare and Social Security.

foundations of retirement

Foundations for Retirement

During this 2-night retirement course, you will show attendees how to make a realistic estimate of their living expenses, recent changes to the tax law and its impact on retirement, defining the “income gap”, and much more!

Frequently Asked Questions

Still have unanswered questions? Get in touch

Interested in teaching a course in your area?

Get in touch with us to learn more.

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