Advisor's Edge - AUM Navigator
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Advisor's Edge Has Limited Spots
Attract, Close And Keep Higher Net-Worth Clients, Elevate Results, And Stay CompliantÂ
Advisor's Edge is your solution for identifying market trends, assessing momentum, confirming price action, improving compliance, and executing proper rotation between equities and fixed income. Proper rotation is a key factor for successful decision-making and keeping your clients on the right side of the market.
Join me, Joe Casey, and an elite team through our coursework and coaching program. We’ll give you the tools and insights to navigate the market confidently and boost your AUM business.
Schedule 15 Min Call
See What It's All About...
Attract Higher Net-Worth Clients, Elevate Results, and Stay Compliant
What Students Have To Say: Advisor's Edge - AUM Navigator - 6-Figure Trader
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Financial Advisor
Financial Advisor
Financial Advisor
Financial Advisor
Advisor's Edge Training
Professional Online Training Courses ~ Comprehensive 3 Day Live Class One Year Of Weekly Coaching
Online ACCESS
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Immediate Access To Training Center
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Training Center Includes everything from the LIVE Training plus much more
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3- Onboarding Calls (1on1 Zoom) To Quick Start Your Training
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 Foundations Training - 6 Modules
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AUM Navigator Training
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Portfolio Builder Training
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LIVE Weekly Updates On The Current Health Of The Market
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Customize Training Around Your ScheduleÂ
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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 Zoom Calls
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 And Much More
Day 1 - Foundations
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Foundation of the Market
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Secrets That Drive The Market
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What is a Market
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Who is behind the market
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Truth about indicators
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Dirty Secrets on Wall Street
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Different kinds of assets
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Price Action
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Different Kinds of Trends
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Momentum - the key driver
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Different Buy/Sell Orders
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Market Analysis
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Profits & Loss
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Risk Management
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Position Management
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Money Management
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And Much More
Day 2-Advisor's Edge
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AUM Navigator
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Bullish Markets
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Bearish Markets
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Neutral MarketsÂ
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When to Raise Cash
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Re-enter the Market
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Market Analysis Part 2
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Increasing your bottom line with AUM
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Weekly Analysis
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Portfolio Builder
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Building a buy list
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Conservative 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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Portfolio Construction
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Live Chart Examples
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And Much More
Day 3 - 6-Figure Trader
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4 Different Kinds Of Traders
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Trading Strategies
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2 Major Patterns
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6 Minor Patterns
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Trend Trading
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Level 2 - Position Management
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Level 2 - Risk Management
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Level 2 - Money Management
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Chart Work
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Trading Stocks, Futures, Options, Forex and Crypto
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Trade Plan
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Psychology & Mindset
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Open & Close A Live Trade During Class
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Brokerage Platforms
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 Level 3 -Special Tax Breaks For Trading
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Level 3 - Advanced Setups
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 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, held every Thursday at 12 PM Eastern. In this exclusive meeting, Joe delivers real-time market analysis—no fluff or media jargon, just actionable insights.
Advisors leave these sessions armed with cutting-edge strategies they can immediately apply in their media appearances, seminars, and client meetings. Many have reported a boost in confidence, delivering stronger presentations, attracting higher-net-worth clients, and excelling in their role as advisors.
But that’s just the beginning. In the second half of our call, we dive deep into the trade setups we’re executing in **6-Figure Trader**. It’s a powerful hour packed with insights, strategies, and real-world applications that are driving success for advisors and traders alike.
Enroll Now
2 live events - Spring & Fall.
Start Training Immediately Online, Then Attend Any Future Live Class.
Next Live Classes:
SPRING:Â
Thursday, Feb 6th - Feb 8thÂ
Thursday, May 15th - May 17thÂ
Fall
Thursday, Oct 16th - Oc18thÂ
Thursday Nov 13th - Nov 15th
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Enroll Now
Take Action Today - Schedule A Call OR Enroll into Advisor's Edge
Schedule a call with Joe to discuss the training program by clicking on the calendar link below. You can either have a call with Joe or a Zoom meeting. If you are ready to enroll into Advisor's Edge click the AE Enrollment. Once you are enrolled, you can schedule your first onboarding call with Joe.
"I have been a financial advisor for 17 years and I learned more about the stock market in the first few weeks of this training than in all of those years."
Financial Advisor, Missouri
"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
"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, Indiana
"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 gaining more that expected. I not alone gained an edge but now have additional income stream from the stock market. I have been investing clients money for year 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
"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 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!"
