Real Wealth Marketing, based in Kewaskum, Wis., produces educational marketing content to encourage consumers to do business with their financial professional. Built for busy advisors seeking to maintain strong personal relationships with clients and prospects, the system uses technology to offer a turnkey, compliant drip e-mail and social media marketing solution.

Redtail, headquartered in Sacramento, Calif., produces a web-based client management solution designed specifically for financial professionals, including a CRM with compliant text messaging solutions, paperless office help and e-mail archiving.

Advisor Legacy Launches M&A Bridge Service

Advisor Legacy, a consulting firm based in Troy, Mich., has launched a Mergers & Acquisition service that bridges the gap between practice listing services and in-house succession departments.

The firm provides a unique approach by working collaboratively with existing service providers and succession departments to meet the needs of a wide range of financial advisors, regardless of their affiliation or size.

 Advisory Legacy provides advisors with a comprehensive suite of M&A services and a team of experienced experts with knowledge in growing practice value, developing valuations, and managing mergers and acquisitions.

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