What is WAT?

Think of Netflix and Wikipedia combined for financial advisors to learn about any complicated topic and how to scale their business with an “on demand/ access at any time” netflix like library. With the goal to save your time and double your business in record speed.

What content does WAT offer?

Explore the tabs below to learn more!

How To Structure A Mega Backdoor Roth For Your Clients

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Choose Your Plan

Select the plan that’s right for you.

Monthly

Advisor

$100

per month

For an individual advisor that needs 1 seat.

Firm

$500

per month

For a firm that needs up to 10 seats.

Pricing is guaranteed at $100 per month, guaranteed to never increase (only for those that subscribe by December 31st, 2022, and limited to the first 200 subscribers).

Our guarantee is that if you do not double your recurring revenue in under 5 years, we will refund your subscription in full.

Want to learn more before signing up?

Schedule a 10-minute call to explore the platform.

Frequently Asked Questions

Have any doubts about Wealth Advisor Training? Here are some frequently asked questions that should answer most of yours.

If you are a financial advisor or a financial advisory firm owner who wants to take their business and revenue to the next level, Wealth Advisor Training is for you! The courses are designed for new and tenured advisors as well as firm owners/managers alike. The videos and linked resources will provide everything you need grow your client base, provide exceptional service experiences, attract and retain talent and increase personal and firm level production. When our program is followed as directed, we guarantee that newer advisors will reach 5+ years in industry tenure and that firms will double their AUM within 5 years!

Currently, Wealth Advisor Training topics offers a broad array of general financial planning concept courses including asset allocation, retirement accumulation and distribution strategies, estate planning, tax planning, diversification, and planning for retirees and business owners. In addition, Wealth Advisor Training includes courses on client communication, sales, and business growth strategies. Content will be added regularly to expand the depth and breadth of topics as well as ensure information presented is the most current and up-to-date.

Your Wealth Advisor Training subscription gives you access to over 200 training videos and linked resource materials (and counting!). New content and valuable resources are added regularly so check back frequently to continue learning and stay up to date on current industry information and trends as well as cutting-edge sales and product knowledge.

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