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Ultimate Advisor Training & Compliance Conference
Ultimate Advisor Playbook Conference
Check back soon for upcoming events!
All Attendees will receive a complimentary copy of the best selling “Advisor Playbook” by Duncan MacPherson at the event.
At the Ultimate Advisor Training & Compliance Conference...
You will be challenged, inspired and equipped with the best:

Marketing Systems  .  Technology Tools  .  Investment Solutions
You will be challenged, inspired and equipped with the best:

Marketing Systems
Technology Tools
 Investment Solutions
Marketing
  • Advisor Lab, a turnkey 401(k) prospecting, benchmarking and proposal system offering pre-set qualified appointments.
  •  Retire Me Right, a proprietary Retirement Education Class program that puts you in front of high net-worth clients who pay you to attend.
  • Energetic, a Digital Lead Generation company that will produce on-line leads 24/7 through multiple online channels.
  •  Top 10 IRA Mistakes, the Nation’s #1 IRA turnkey workshop that is simple to master and affordable for every budget.
  • 401k Optimizer, allows you to become the trusted advisor on existing 401k accounts and position yourself for Rollover Heaven in the future.
Technology
  •  Indexalyzer, revolutionary software to transform your FIA and IUL business and crush your competition.
  • Fusion Elements, a simple to use, but powerful platform to integrate your intake, onboarding and support services.
  • LifeArc, the easiest way to gather client data while staying 100% compliant and interfacing with other software packages.
  • Riskalyze, Orion & Redtail, leading practice management tools to streamline your back-office and keep you in front of prospects.
Investments
  • Solomon API, offering advanced investment solutions using cutting-edge Artificial Intelligence (AI) modeling technology.
  • 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.
  • Howard Capital Management, superior investment solutions through a tactical, defensive approach and Private Wealth Management services
  • Leader Capital, specializing in fixed income investments and focused on optimizing returns by managing the risk versus reward relationship inherent to every investment.
We give our agents & advisors access to...
OUR SPEAKERS
David Shields
CEO, Wealth Watch Advisors
Bill Gastl CLU, CFF
COO, Wealth Watch Advisors
Patrick Lynch CFF
CEO, Patrick Lynch Financial
Matthew Myland MSFS, CFS, BCM, BCAA, CTS 
CEO, Solomon API
Casey Eitler
Operations Manager
Wealth Watch Advisors
Ramiro Marmolejo CFP ChFC
Director of 401k Marketing
Wealth Watch Advisors
Rick McClanahan
Founder, CEO
AFEA (American Financial Education Alliance)
Vance Howard
CEO and Portfolio Manager, Howard Capital Management
Phil Kosmala CFA
Managing Partner
Founder of Taiber Kosmala, Inc.
Mike Wallin CFP
  CEO Financial Architects & Consultants, LLC
Ryan Borer
President,Chief Strategy Officer Fusion Capital Management
John Lekas
Founder of Leader Capital
Thurman Kelly 
 Manager of Investor Relations
Brookmont Capital Management
 Jake Rigert
First Trust
 Jeremy Lindsey, EA
Lindsey Financial, Inc
At the Ultimate Advisor Training & Compliance Conference...
At the Ultimate Advisor Playbook Conference…
you will learn the crucial components for success in our industry, have a deeper knowledge of the offering of each Investment Manager, and leave fully equipped for explosive growth in 2020!

Our events fill up fast, and are limited to the first 
50 agents and advisors who RSVP.
Solomon
 API White Paper 
Hear what our advisors have to say!
Event Location

Stay tuned for event location!

The M Resort
12300 Las Vegas Blvd. S
Henderson, NV 89044
The M Resort
12300 Las Vegas Blvd. S
Henderson, NV 89044
About Wealth Watch Advisors
Wealth Watch is an RIA designed for Advisors who want to experience explosive growth in their individual practice while being connected to a larger, nationwide team of professionals and support  staff. 

Our Advisors have a focus on providing superior solutions for their clients, and have access to our proven marketing systems designed to affordably put them in front of qualified prospects on a consistent basis. Through simple, but powerful technology  platforms, Wealth Watch allows you to spend more time with clients, and not on back-office tasks. 

We challenge you to find a firm that is more dedicated to the success of their Advisors. Join us and learn more about how we can help you make 2020 the best year yet!
Presented By:
Marketing Partners:
Technology Partners:
Investment Partners:
info@wealthwatchadvisors.com
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