Attract, Close And Keep Higher Net-Worth Clients, Elevate Results, And Improve Compliance!
Advisor's Edge is the key that unlocks the next level of your AUM business!
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NEW & CURRENT MEMBERS WELCOME
The most crucial element of the **Advisor's Edge** and **6-Figure Trader** programs is our weekly mastermind session
Thursdays @ 12pm - AUM Naivgator - tip of the spear market insights. Joe delivers real-time market analysis—no fluff or media jargon, just actionable insights. Many advisors leave this call and then record their podcast, radio show and media appearances using Joe's market insights
6-Figure Trader @ 12pm - Trade Setups. Each week, we review trades that are setting up, discuss trades that are underway
Advisors leave these sessions armed with cutting-edge strategies they can immediately apply in their media appearances, seminars, and client meetings, plus invest their own money for an additional revenue stream.
Many have reported a boost in confidence, delivering stronger presentations, attracting higher-net-worth clients, and excelling in their role as advisors.
Our weekly coaching calls are a powerful hour packed with insights, strategies, and real-world applications that are driving success for advisors and traders alike.
More InformationLive Events
Thursday 8:30 am - 5 pm
Friday 8:30 am - 5 pm
Saturday 8:30 am - 2pm
Plan to arrive Wednesday evening and depart Saturday afternoon.
Training runs 8:30 AM–4:30 PM Thurs & Fri. On Saturday, the core content will be wrapped by ~2:00 PM, but will go until 4 pm. If you need to leave early on Saturday, you’ll still catch the essentials by 2:00 PM.
LOCATION: Drury Inn 9597 Brownsboro Rd, Louisville, KY 40241