"Acknowledged as the Industry's First & Foremost High-Performance Production Platform Designed to Address Countless Industry Issues for the Specific Benefit of Elite Financial Professionals"

"The Perfect Match for Quality Financial Advisors, Asset-Gatherers and Wealth-Managers"

FINANCIAL SERVICES FACT:

Wealthnetic's subsidiaries represent the only organization in the industry that has cohesively knitted-together a dually registered Independent Broker Dealer and SEC Registered Investment Advisor (BD & RIA to permit discretionary & non-discretionary control), an Insurance Marketing Organization (IMO / FMO to access top carriers, products & insurance distribution), a 2nd SEC Registered Investment Advisor (RIA to provide turnkey Formulaic Trending Money Manager^TM solutions), plus our legendary Plug-N-Run® Marketing & Technology Solutions... All under one-roof!!

Watch Mike Walters, Wealthnetic CEO, at the whiteboard - Wonderland in One Minute

Watch Mike Walters, Wealthnetic CEO, at the whiteboard discussing Wonderland for Advisors - FULL VERSION (Running Time: 18:15)

• USA FINANCIAL® is an Independent BD & RIA that helps build your practice utilizing sophisticated and compliant proprietary turnkey marketing tools & technology implementation.
• ANNUASSURE^TM is an Independent IMO / FMO that helps build your practice across all carriers and/or product-lines utilizing unmatched marketing, consulting, in-house technology, and advanced sales support.
• PORTFORMULAS® is an Independent RIA, (RIA to provide turnkey Formulaic Trending Money Manager^TM solutions), so that you can harvest assets without being held prisoner on your computer monitoring every uptick and downtick in the market.
• PLUG-N-RUN® represents our exclusive legendary collection of proven successful and compliant Plug-N-Run® Marketing & Technology Solutions.

MEMBERSHIP, PRESTIGE & HORSEPOWER:

Imagine having protected access available at your fingertips for such pioneering and revolutionary tools as...

• The Home of the Financial Wellness Initiative®
• Online seminar modular Presentation Builder
• Turnkey Fill-the-Room® Seminar System
• Consumer Audio Visitor® Library (podcast & CDs)
• Audio Brochure Personal Interview (podcast & CD)
• Consumer Video Visitor® (videocast & DVDs)
• Fascinating Financial Facts® Client Newsletter
• Corporate Brochure & Referral/Introduction Tools
• Asset Cycle Portfolio System® Planning Software
• AdvisorGEEK® Interactive Website Hosting & Development
• Search Engine Optimization (SEO) Online Positioning
• Chain-of-Secrets® Mastermind Coaching
• One-on-One Performance Consulting
• Practice Management Winner's Secrets® Audios
• Streamline Practice Management Technology Tools
• Topical Consumer Reports

LEGENDARY FOCUSED SYNERGY:

THE WEALTH MANAGEMENT SECRET:

Once informed, professionals intuitively respond with excitement as they inherently understand the wisdom and opportunity created within such a dynamic, free-flowing business platform.

Wealthnetic's "secret" emulates from the very soul of this corporate structure. Literally no other entity can lay claim to maintaining such an unbiased parallel relationship with Financial Advisors for the betterment of their overall practice.

It's uncanny how a Financial Advisor's most difficult hurdles and pressing issues are solved under autopilot at Wealthnetic...

• Fiduciary Issues? Suitability Requirements? No problem.
• Seminar marketing? Online marketing? No problem.
• Introduction & referral marketing? No problem.
• Matching Marketing with Compliance? No problem.
• Managing AUM assets thru a Financial Crisis? No problem.
• Acquiring new clients during or after Crisis? No problem.
• Maintaining accounts during or after Crisis? No problem.
• Keeping up with technology? No problem.
• Crafting financial plans to weather a storm? No problem.
• Relieving pressure from your staff? No problem.
• 24/7 real-time online business tracking? No problem.
• Insulating yourself from client complaints? No problem.
• Rubbing elbows & learning from the best? No problem.
• Protecting your future in a complex business? No problem.

SUCCESS BY CORPORATE DESIGN:

To learn more on how you too can share in the same secrets, understand the same wisdom, and experience the same opportunities created at Wealthnetic, please contact us or visit our Legendary Trade Secrets Discovery Day webpage.

"Don't Take Our Word for it... take Theirs!"  Running Time: 3:23

More Information: Discover Wealthnetic & Subsidiaries

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