Living Wealth — Because It’s More Than Just Money
Living Wealth is a digital engagement and client loyalty program designed to broaden the wealth conversation. Bringing together leading experts and brands with world-class publishers, Living Wealth delivers inspiring content, memorable experiences, and meaningful rewards for your clients across 12 life enrichment and lifestyle benefit areas.
With the wealth value proposition shifting to broader financial wellness and non-financial advice, our innovative platform helps wealth management firms, financial advisors, and other non-advisor based financial institutions deepen client relationships and nurture client loyalty.
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23%
is the premium fully engaged customers represent in share of wallet, profitability, revenue, and relationship growth over the average customer.
Gallup
61%
of respondents said the most important way a brand can interact with them is to surprise them and reward them with offers.
Merkle HelloWorld Loyalty Report
78%
of Living Wealth subscribers are ‘highly engaged or engaged AND highly likely or likely’ to open the weekly newsletter.
MailChimp
Strengthening the advisor-client relationship
Living Wealth for Advisors
As your value proposition shifts, demonstrating a holistic approach to your clients’ wealth is essential. With a continually updated advisor-branded website and weekly newsletter sent on your behalf with inspired content and meaningful rewards, Living Wealth lets you connect with your clients around what matters most to them. And the automatic referral engine lets you effortlessly go deeper into your client networks to grow your practice. The result is increased client retention, more referrals, and increased prospect conversions.
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Giving your advisors the digital tools for success
Living Wealth for Enterprise Wealth Management Firms
The competition for advisor talent has never been greater. Living Wealth gives your advisory teams the robust digital engagement and loyalty tools they need for success today. The platform is private labelled to showcase your brand, ensuring your firm is at the centre of all communications with your clients, while shining a light on your advisors. It offers a heightened brand integration for maximum consistency with your other client communications. And the always-on, 24/7, automated client engagement tool delivers value in ways that go beyond wealth.
Request a Living Wealth demoDIGITAL ENGAGEMENT AND CLIENT LOYALTY LEADERSHIP
Living Wealth for Non-Advisor Financial Institutions
As investors look to their investment providers for broader financial wellness and non-financial advice, Living Wealth provides non-advisor based financial institutions with an innovative relationship marketing platform to engage and reward clients who are targeted for growth. Private labelled to maintain consistency with your brand marketing initiatives, Living Wealth lets you incentivize long-term relationships and nurture engagement and loyalty, increasing client retention and demonstrating that your value goes beyond money.
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PROVIDING THE REWARDS OF MEMBERSHIP
Living Wealth for Brands
The Living Wealth platform is full of inspiring brands that add value to members in our 12-life enrichment and lifestyle benefit areas. Our nation-wide audience of highly engaged and affluent consumers are interested in opportunities to enjoy their wealth. If your brand has a unique offer or experience that would appeal to this exclusive and hard-to-reach market, we’d love to hear from you. There’s no fee for brands to participate – the only requirement is a meaningful privilege that adds value to our members’ lives.
Amplify Your Message With Living Wealth
What our clients are saying
“Living Wealth is an easy way for us to digitally wrap our arms around our clients and demonstrate our appreciation. I recommend Living Wealth to any advisor looking to implement a digital engagement program that can help deepen relationships and grow their practice.”
Darren Coleman, CFP®, PFP®, FCSI®
Senior Portfolio Manager, Private Client Group
Coleman Wealth
Raymond James Ltd.
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