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
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Immediate Access To Online Training Center
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Training Center Includes everything from the LIVE Training plus much more
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3- Onboarding Calls with Joe (1 on 1 Zoom) To Quick Start Your Training
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Foundations Training - 6 Modules
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AUM Navigator Training (10 Modules)
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Portfolio Builder Training (10 Modules)
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LIVE Weekly "Mastermind" on Thursdays at 12pm EST: Features Live Market Updates so you can move before the headlines.
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Customize the Training Around Your Schedule
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Access To Additional Training Not Covered In Live Class
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Downloadable Tools From Training Center
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Real-Time System Updates
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Weekly Market Outlook each Monday morning, so you can start the week with a heads up on the market.
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Access to Joe's calendar to schedule coaching sessions.
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Weekly Mastemrind Zoom Calls
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Watch Joe's Monday morning "Weekly Outlook" to hit the ground running
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Attend any upcoming live training event
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And much more...
Day 1 - Foundations
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"Secrets That Drive The Market" that few people know
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What is a "Market" and "Who" is behind it
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Decoding the "Secret Language" On Wall Street
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Avoiding the "Dirty Secrets" on Wall Street
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How to keep your "Clients" on the right side of the market in EVERY market crash
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Make the "MOVES" before the headlines by understanding the market structure
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How to look at CHARTS and get all the information about the market you will ever need
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4 different kinds of Trends and how to identify them
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How to be early, taking advantage of the 3 trend changes
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Momentum - the key drivers behind the trend and how to easily identify if it is increasing or decreasing
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5 Part system for deploying assets or 3rd party managers in the market
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Alignment- Optimize your current AUM book / Investments with the 5 major energies
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Principles to "Build" a clean, profitable AUM book with the right clients
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Live demonstrations on reading the market
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Live Examples
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And much more
Day 2-Advisor's Edge
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AUM Navigator- Know when to rotate between fixed income and growth-focused portfolios
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Bullish, Bearish, Neutral Markets
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Avoid "Market Crashes" by Rotating to Fixed Income
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Rotate to Growth Portfolios as the new bull market takes off
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Working better with your 3rd party managers or your own trade desk
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Increasing your bottom line 10-30% per year by managing your AUM better
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Learn the language of the market and immediately start attracting "Higher Net Worth" prospects instead of repelling them
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Know when to instruct your 3rd-party managers to rotate to fixed income to avoid a market crash
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**Portfolio Builder**
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Learn when to buy & sell individual stocks & ETFs with precision
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Learn how to use the "Predictive Trader" in conservative, moderate or aggressive mode
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Using the Predictive Trader
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Buy/Sell One Position
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Buy/sell multiple positions
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How to build your portfolio with precision and accuracy
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Live Chart Examples
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And Much More
Day 3 - 6-Figure Trader
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Recommended - Business owners and Leadership ONLY - No support staff in this training.
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4 Different Kinds Of Traders
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Trading Strategies to build a personal or business revenue stream
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2 Major Patterns - that identify institutional manipulation and the spot where to jump on their coattails.
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6 Minor Patterns - these set up in the market each week, and our software will help you identify where to climb aboard
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Trading Options & Futures" for big moves
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Scanning the markets each week to find quality entries
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Conducting the proper "Chart Work" to eliminate false breakouts
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Level 2 - Trend Trading - equips you to trade any market
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Level 2 -Positions Management, Risk Management, Money Management
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Trading Stocks, Futures, Options, Forex and Crypto
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Developing a Trading Plan that gives you clear directions
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Psychology & Mindset to scale your trading business
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Open & Close A Live Trade During training
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Level 3 -Special Tax Breaks For Trading
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Level 3 - Advanced Setups for Options Trading
And Much More
What Current Members Have To Say About Advisor's Edge
Financial Advisor
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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.
More Information
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
"Advisor’s Edge has given me a **true competitive edge in the DC market**. I’ve never felt more confident. Even just adopting some of the **language Joe teaches** in training has helped me attract **higher-net-worth clients like never before "
Financial Advisor, DC
"As a Financial Advisor, I recommend this training to better serve your clients. Plus adding another stream of income from the industry you are already working in"
Financial Advisor, Texas
"This training took me from being a glorified salesman to being a real financial advisor! "
Financial Advisor, Illinois
"As a financial advisor, I recommend this training to better serve your clients. Plus adding another stream of income from the industry you are already working in. "
Financial Advisor, Illinois
"If you are a financial advisor, You cannot afford to NOT take this training. What you can learn and apply in your business and personal life is truly game-changing. As a financial professional, you need to make the time and take this training! It is so worth it! "
Financial Advisor, Tennessee
"As a Financial Advisor, I took the Six Figure Trader class hoping to learn trading for my personal benefit. The information and insights I gained from the class are well worth the investment. However, the unexpected bonus I found from this class was that the concepts and methodologies I have learned translate over to the conversations I have with my existing clients and new prospects. I strongly believe that I now have a competitive advantage over other Advisors in my area."
Financial Advisor, Indiana
"This training has given me a lot of confidence in response to clients. Knowing the technicians and the fundamentals has allowed me to answer very specific questions, especially for high-net-worth clients. That higher level of confidence has translated to trust which has allowed me to broaden my client base. This training has had a huge impact on me personally and on the growth of my business. "
Financial Advisor, Ohio
""I was a bit worried about taking the class due to the initial cost, but i could not be happier that i chose to go through with it. I think this may be one of the best decisions i have made.""
Financial Advisor, Texas
"I took the Six Figure Trader class hoping to learn trading methodologies and strategies to use in my personal trading accounts. To my surprise, I not only have a great trading system but this has helped me embrace markets in away that my clients benefit dramatically. I am no more relying on my gut or 3rd party money mangers."
Financial Advisor, North Carolina
"As a woman advisor, I have always looked for things that could give me an edge in the marketplace. I took the training hoping to do that and boy was I surprised to gain more than expected. I not alone gained an edge but now have additional income stream from the stock market. I have been investing client's money for years but had no idea how to really invest for myself. I have always relied on 3rd party money managers to do the investing for my clients. I realized this wasn't the best idea and so that's why I took the training. This training has empowered me to do better for my clients and make additional income. "
Financial Advisor, California
""I finally found a real trading system. I have been so frustrated over the last couple years trying to learn how to profitably trade. I would gain money then turn around a give it back. I would buy a new trading system that promised great results but would just be another let down. The 6 Figure Trader was a God send. I actually learned how to trade! You just simply follow the rules. Joe could double his prices and it would be worth every penny!"
