LIVE TRAINING 

with Joe Casey

Advisor's Edge Has Limited Spots Available

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!  

Schedule Call With Team

LIVE TRAINING EVENTS

Seating Is Limited

Live Virtual Training Sept 25th - 27th

Live In-Person Training Nov 13th - 15th 

Training Agenda + 1 Year Coaching

NEW & CURRENT MEMBERS WELCOME

Online ACCESS

  • Immediate Access To Online Training Center

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

  • 3- Onboarding Calls with Joe (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 Mastemrind  Zoom Calls

  •  Watch Joe's Monday morning "Weekly Outlook"  to hit the ground running

  • Attend any upcoming live training event 

  • And much more...

Day 1 - Foundations

  • "Secrets That Drive The Market" that few people know

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

  • Decoding the "Secret Language" On Wall Street 

  • Avoiding the "Dirty Secrets" on Wall Street

  • 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

  • How to look at CHARTS and get all the information about the market you will ever need

  • 4 different kinds of Trends and how to identify them

  • How to be early, taking advantage of the 3 trend changes

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

  • 5 Part system for deploying assets or 3rd party managers in the market

  • Alignment-  Optimize your current AUM book / Investments with the 5 major energies

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

  •  Live demonstrations on reading the market

  • Live Examples 

  • And much more

Day 2-Advisor's Edge

  • AUM Navigator- Know when to rotate between fixed income and growth-focused portfolios

  • Bullish, Bearish,  Neutral Markets 

  •  Avoid "Market Crashes" by Rotating to Fixed Income

  • Rotate to Growth Portfolios as the new bull market takes off 

  • 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

  • Know when to instruct your 3rd-party managers to rotate to fixed income to avoid a market crash

  • **Portfolio Builder**

  • Learn when to buy & sell individual 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

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

  •  4 Different Kinds Of Traders

  • Trading Strategies to build a personal or business revenue stream

  • 2 Major Patterns - that identify institutional manipulation and the spot where to jump on their coattails. 

  • 6 Minor Patterns - these set up in the market each week, and our software will help you identify where to climb aboard 

  •  Trading Options & Futures" for big moves

  • Scanning the markets each week to find quality entries

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

  • Level 2 - Trend Trading - equips you to trade any market 

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

  • Trading Stocks, Futures, Options, Forex and Crypto

  • Developing a Trading Plan that gives you clear directions

  • Psychology & Mindset to scale your trading business

  • Open & Close A Live Trade During training

  •  Level 3 -Special Tax Breaks For Trading

  • Level 3 - Advanced Setups for Options Trading

      And Much More

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

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.

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Live Events

Start Training Immediately In The Online Portal, 

Or

Attend The Next Live Class:

Virtual Training Sept 25th - 27th 

In-Person Training Nov 13th -15th: 

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

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