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Turn the RISA into Your Firm’s Most Powerful Marketing Tool

RISA has teamed up with Intention.ly, a marketing and growth consulting firm for the financial services industry, to help you maximize the impact of the RISA on your current clients and your prospecting efforts.

Which package would you like to go with?(Required)

Choose from Two

Option 1

Templated Campaign Library

Access downloadable resources and templates created by Intention.ly to encourage engaged investors to take the RISA assessment.

What's included
Asset 1@2x
One 60 minute consultation with Intention.ly marketing expert
Asset 1@2x
One white-labelable PowerPoint presentation designed for webinar use
Asset 1@2x
Strategic campaign workflow and comprehensive outline
Asset 1@2x
Customizable email templates that can be sent to clients and prospects

$599 One-time purchase

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Option 2

Custom Campaign Assets

Intention.ly will create a fully customized do-it-for-me promotional package for your firm. Choose any combination of the following assets, or the full package.

What's included
Asset 1@2x
Marketing Tech Stack Audit and Set Up
Asset 1@2x
Custom Email Nurture Program
Asset 1@2x
RISA Webinar and Promotions
Asset 1@2x
Landing Page Build
Asset 1@2x
Lead Magnet

$3500 One-time cost

Buy Now

FAQs

Maximize the Impact of the RISA on
Your Firm’s Growth Get in touch to learn more about our marketing packages.

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