Wonderland for Advisors
"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"
Wealthnetic's common ownership affiliates 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 AUM to provide turnkey formulaic money management), plus our legendary Plug-N-Run® Marketing & Technology Solutions... All under one-roof!
Watch Mike Walters, Wealthnetic CEO, at the whiteboard discussing Wonderland for Advisors - (Running Time: 15:51)
- USA Financial Securities® is an Independent BD & RIA that helps build your practice utilizing sophisticated and compliant proprietary turnkey marketing tools & technology implementation.
- AnnuAssure 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 providing turnkey formulaic money management 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.
Imagine having protected access available at your fingertips for such pioneering and revolutionary tools as...
Wealthnetic's FOCUSED SYNERGY:
Wealthnetic's focus is on three crystal-clear achievements...
- Helping Partnering Advisors identify, attract and communicate with quality net worth prospects & clientele.
- Helping Partnering Advisors harvest and manage 100% of each client's investable & insurance assets.
- Helping Partnering Advisors holistically grow their practice with compliant tools and mirror image vested trust.
Wealthnetic's synergy stands alone in unifying all the crucial corporate & regulatory elements under one-roof...
| |
Wealthnetic® |
real world real wealth real wisdom |
| 1. |
USA Financial Securities® |
Broker Dealer Member FINRA / SIPC ● SEC Registered Investment Advisor |
| 2. |
AnnuAssure |
Insurance & Annuity Wholesaler ● Independent Marketing Organization |
| 3. |
Portformulas® |
Formulaic Trending Money ManagerTM ● SEC Registered Investment |
| 4. |
Plug-N-Run® |
Financial Wellness Initiative® ● Advisor Advancement Tools |
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 seamlessly at Wealthnetic...
- EIA or FIA suitability and/or SEC 151A? 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.
Don't just take our word for it, Watch This! - (Running Time: 2:57)
