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Advisor's Edge Live Training Registration

Training Agenda + 1 Year Coaching

Online ACCESS

  • Immediate Access To Online Training Center

  • Training Center Includes everything from the LIVE Training plus much more

  • 3- Onboarding Calls (1 on 1 Zoom) To Quick Start Your Training

  •  Foundations Training - 6 Modules

  • AUM Navigator Training (10 Modules) 

  • Portfolio Builder Training (10 Modules) 

  • LIVE Weekly "Mastermind" on Thursdays at 12pm EST: Features Live Market Updates so you can move before the headlines.

  • Customize the Training Around Your Schedule 

  • Access To Additional Training Not Covered In Live Class

  • Downloadable Tools From Training Center

  • Real-Time System Updates

  • Weekly Market Outlook each Monday morning, so you can start the week with a heads up on the market. 

  •  Access to Joe's calendar to schedule coaching sessions.

  • Weekly Zoom Calls

  •  And Much More

Day 1 - Foundations

  • Foundation of the Market

  • "Secrets That Drive The Market" that few people know and understand how to apply

  • What is a "Market" and "Who" is behind it

  • Decoding the "Secret Language" On Wall Street 

  • Uncovering the "Dirty Secrets" on Wall Street and avoiding them

  • How to keep your "Clients" on the right side of the market in every market crash

  • Make the "MOVES" before the headlines by understanding the market structure

  • Different Kinds of Trends and how to identify them

  • Momentum - the key drivers behind the trend and how to easily identify if it is increasing or decreasing 

  • 5 Part system for deploying assets in the market

  • MAC - Analysis - How to Align with the Market's Primary Energy to Move with It Instead of Against It. 

  • Principles to "Build" a clean, profitable AUM book with the right clients

  •  And Much More

Day 2-Advisor's Edge

  • AUM Navigator

  • Bullish Markets

  • Bearish Markets

  • Neutral Markets 

  • When to Rotate to Fixed Income

  • When to Re-enter Growth Portfolios 

  • Working better with your 3rd party managers or your own trade desk

  • Increasing your bottom line 10-30% per year by managing your AUM better

  • Learn the language of the market and immediately start attracting "Higher Net Worth" prospects instead of repelling them

  • **Portfolio Builder**

  • Learn when to buy & sell individual stocks, stocks & ETFs with precision

  • Learn how to use the "Predictive Trader" in conservative, moderate or aggressive mode

  • Using the Predictive Trader

  • Buy/Sell One Position

  • Buy/sell multiple positions

  • How to build your portfolio with precision and accuracy 

  • Live Chart Examples

  • And Much More

Day 3 - 6-Figure Trader

  • Business owners and Leadership ONLY - No support staff in this training recommended 

  •  4 Different Kinds Of Traders

  • Trading Strategies to build a personal or business income

  • 2 Major Patterns & 6 Minor Patterns

  •  Trading "Futures" for big moves

  • Scanning the markets each week to find quality entries

  • Conducting the proper "Chart Work" to eliminate false breakouts

  • Trend Trading 

  • Level 2 -Positions Management, Risk Management,  Money Management

  • Trading Stocks, Futures, Options, Forex and Crypto

  • Developing a Trading Plan

  • Psychology & Mindset to scale your trading business

  • Open & Close A Live Trade During Class

  •  Level 3 -Special Tax Breaks For Trading

  • Level 3 - Advanced Setups for Options Trading

  • Trading the "Perfect Storm" trade, gaining 6-Figures 

  •  And Much More

1 Year Of Weekly Coaching

Advisor's Edge & 6-Figure Trader: Weekly Mastermind

The most crucial element of the **Advisor's Edge** and **6-Figure Trader** programs is our weekly mastermind session.  Advisor's Edge is held every Thursday at 12 PM Eastern, and 6-Figure Trader is held every Tuesday at 12pm.  In this exclusive meeting, Joe delivers real-time market analysis—no fluff or media jargon, just actionable insights.

Thursday's call focuses on AUM. Advisors leave these sessions armed with cutting-edge strategies they can immediately apply in their media appearances, seminars, and client meetings. Many have reported a boost in confidence, delivering stronger presentations, attracting higher-net-worth clients, and excelling in their role as advisors. Advisors and AUM support staff can attend Thursday's call.   This builds amazing team synergy all speaking the same language. 

But that’s just the beginning. In the 6-Figure Trader weekly call, we dive deep into the trade setups we’re executing that week personally.  This call is reserved for the main advisor or business owner only.  This call focuses on trading.   It’s a powerful hour packed with insights, strategies, and real-world applications that are driving success for advisors and traders alike.

Live Events

Start Training Immediately In The Online Portal, 

Or

Attend The Next Live Class:

Fall Training Nov 13th -15th: 

Thursday 8:30 am - 5 pm 

Friday 8:30 am - 5 pm 

Saturday 8:30 am - 2pm 

*Book flights to come in on Wednesday evening and leave on Saturday afternoon after 2 pm. 

Enroll Now

What Students Have To Say: Advisor's Edge - AUM Navigator - 6-Figure Trader

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