Acquire a deeper understanding of the Marketing Systems, Technology tools and Investment Manager strategies offered through Wealth Watch Advisors. We’re confident you will leave fully equipped for explosive growth in your business!
Marketing Systems
- Virtual Apex Advisor is hands down the most successful Virtual Marketing Program in the country today. Learn how to master this untapped market with founder, Al Caicedo and hear first-hand from advisors who have 10x’d their business with his system.
- 401k Optimizer allows you to become the trusted advisor on existing 401k accounts and position yourself for Rollover Heaven in the future.
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Association of Financial Consultants (AFC), a non-profit financial education organization that offers you greatly reduced direct mail rates in conjunction with our highly effective Social Security program through Tim Dern.
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Retire Me Right, our proprietary Retirement Education Class program that puts you in front of high net-worth clients who pay a tuition to attend.
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The Advisor Lab, a complete 401(k) prospecting, benchmarking and proposal system that gives you the professional tools to capture $5M+ 401(k) accounts.
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BenchmarkMyPlan.com, our premier provider of pre-set 401(k) appointments at very affordable prices.
- Snappy Kraken delivers bold, compliant, automated marketing campaigns with 100% regional exclusivity.
Technology Tools
- WWA Risk Assessment is a simple, user-friendly risk questionnaire system developed by Wealth Watch Advisors that sends, conducts, and tracks assessments with ease.
- WWA Intake is our proprietary intake program that makes account creation a breeze.
- Fusion Elements, a simple to use, but powerful platform used for new accounts, account servicing, trading, billing and client performance reporting.
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The Wealth Watch App allows our advisors and their clients to easily access account information & performance via a smart phone or tablet device.
- SmartRIA is a compliance tool used to provide advisors with a central location to view and acknowledge important procedural announcements and compliance training.
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LifeArc, an easy way to gather client data while staying 100% compliant and interfacing with other software packages. Includes RiskArc, a simple client risk assessment system.
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TD Ameritrade is our custodian offering a comprehensive trading platform for the management of our clients' assets.
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Redtail is a feature-rich customizable and highly automated CRM system that will assist you in every aspect of your client relationships.
Investment Solutions
- Howard Capital Management, superior investment solutions through a tactical, defensive approach using the proprietary HCM Buyline algorithm. HCM also gives us access to Private Wealth Management services for higher net-worth clients.
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Taiber Kosmala, providing portfolios constructed through innovative research, using the proprietary Right Trend algorithm system.
- First Trust, an industry leader in innovative products with a relentless focus on originality and the needs of financial advisors and their customers.
- Redwood Investment Management offers managed investment solutions for financial advisors and their clients with diverse capabilities in quantitative research, investment strategy construction, and RiskFirst® portfolio management.
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Brookmont Capital Management specializes in dividend equities and offers two distinct SMA portfolios for our more passive investors.
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CIM has more than 20 years of experience developing, owning, and operating assets in communities now known as Opportunity Zones. They offer a unique investment option with special tax benefits for Accredited and Qualified clients.
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Guggenheim Investments focuses on the fixed income needs of our risk-adverse clients.
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BOOK YOUR ROOM
Experience a unique blend of luxury and technology that the Resorts World has to offer. During your stay, enjoy unmatched views of the panoramic Las Vegas Strip through the hotel's gorgeous floor-to ceiling windows and spacious outdoor terrace. Savor a variety of award-winning foods and beverages ranging from fine-dining to quick-service venues that include prime steaks, Asian fusion and homemade pastas.
AUGUST 24th, 25th, and 26th
AUGUST 23rd, 24th, and 25th
Visit wealthwatchadvisors.com for more information
Visit wealthwatchadvisors.com for more info
THE
Hear from some of the top names in the business. Additional speakers coming soon.
DAVID SHIELDS
CEO- Wealth Watch Advisors
BILL GASTL
COO- Wealth Watch Advisors
CASEY EITLER
WWA - Operations Manager
TARYN RAST
WWA - Operations Specialist
PHIL KOSMALA
CFA- Co-Founder of Taiber Kosmala, Inc
TIM DERN
CEO - Mana Financial Group, LLC
PATRICK LYNCHCEO- Patrick Lynch Financial
AL CAICEDOCEO- Virtual Apex
RYAN BORER
President- Fusion Capital Management
JOSHUA VANDERVORTLife Wholesaler - Nationwide
NICK REILLY
Regional Vice President - GAIG
Aaron Domino
President & Chief Search Strategist - Onimod Global
RICK GOMEZRVP - Ohio National
SCOTT KELLEN
Divisional Vice President - Allianz Life Insurance Company of North America
MICHAEL MESSINGERManaging Partner - Redwood
ANDREW RUGESales Manager - Kennected
STERLING CURRANDirector of Enterprise Sales - Kennected
JOSEPH FRIEDMAN529 Specialist
HAYDEN GERWIENRegional VP - Howard Capital Management
DAN HORNBAKERRegional VP - Howard Capital Management
MARK CAWYER
Managing Principal - Navigo Wealth Management
REGISTER TODAY
& RESERVE YOUR SPOT
We've secured an amazing deal on rooms at the Resort world. Book today and join us for another exciting year. We look forward to another unforgettable experience.
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