The Ultimate Advisor Playbook Conference

LAS VEGAS | NOV 4–6, 2020

At Our Conference...
You will be challenged, inspired and equipped with the best:
You will be challenged, inspired and equipped with the best:

Marketing Systems
Technology Tools
 Investment Solutions
Marketing Systems
  • 401k Optimizer allows you to become the trusted advisor on existing 401k accounts and position yourself for Rollover Heaven in the future.
  • ​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.
  • The Virtual Advisor, our internal lead generation system that positions you as the trusted advisor on existing 401(k) accounts for plan participants nationwide.
  • The Advisor Lab, a complete 401(k) prospecting, benchmarking and proposal system that gives you the professional tools to capture $5M+ 401(k) accounts.
  • The Warton Group, 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.
  • The Wealth Education Initiative aligns you with a national non-profit organization to educate consumers on a variety of retirement topics in the most favorable venues.
Technology Tools
  • ​​Orion is a turnkey asset management program that seamlessly integrates technology that is equal parts intuitive and powerful, with flexible investment options and hands-on product support.
  • 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.
  • ​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. Includes RiskArc, a simple client risk assessment system.
  • TD Ameritrade is our custodian offering a comprehensive trading platform for the management of our clients’ assets.
  • 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.
  • ​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.
  • Brookmont Capital Management specializes in dividend equities and offers two distinct SMA portfolios for our more passive investors.
  • Horizon Investments is a leading provider of modern goals-based investment management solutions and offers their exclusive Risk Assist technology for drawdown protection.
  • Guggenheim Investments focuses on the fixed income needs of our risk-adverse clients.
We give our agents & advisors access to...
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 Advisors 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 2021 the best year yet!
Our Speakers
When and Where?

November 4–6, 2020 
At The M Resort in Las Vegas, Nevada

Enjoy panoramic views of the Las Vegas Strip and the mountains through the M Resort hotel’s unique floor-to-ceiling windows that invite the outside in. Dine on everything from prime steaks and seafood to Asian fusion and homemade pasta to their award-winning buffet.

Already reserved your spot?
Please contact us at 210–249–5360 for assistance booking your room!

At the Ultimate Advisor Playbook 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 2021!

Our events fill up fast, and are limited to the first 
50 agents and advisors who RSVP.
Register Today to Reserve Your Spot!
We Can't Wait to See You There!
Marketing Partners:
Technology Partners:
Investment Partners: |
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