Grow, Earn, & Prosper

with a revolutionary FMO.

 

Our firm understands that leads and compensation are the life blood to any firm. No other firm can match what we provide.

Explanation

Why Our Firm

Proprietary Technology

Revolutionary practice management software.

Exclusive Marketing Programs

Stop chasing and start attracting. Learn how today.

Complete Proposal Design

Experience a firm that generates your entire proposal. 

Daily Investment Signals

Daily market signals from our robo-advisor.

Account Aggregation

Track and organize all your accounts in one location.

Support 24/7

Interact with a professional anytime.

Unique Methodology

Our firm was built and surrounds itself with the best minds the industry has to offer. Understanding what a practice needs to succeed from firsthand knowledge gives us a competitive advantage in this space. Experience the highest compensation and most unique marketing programs that make doing business easy for a change. Our mission is to keep your business one step ahead of the competition and always on top.

Company Story

In 2013, two self-employed business individuals sat in a board room after a long series of meetings with several household technology firms such as Salesforce, Oracle, and BlackDiamond. One thing was for sure, and that was the realization that technology needed to take our current firm to the next level didn’t exist, and what was there was super expensive.

After several months of contemplating our next move, it became as distinct and clear as a morning sunrise. A complete career shift was needed. If we were facing this technology problem, so was everyone else. Plus, there was an idea so revolutionary we quickly realized we had stumbled on something very special.

One key component was agreed upon and still holds true today. That key component is that this firm would be 100% self-funded and owned, so no outside influence from insurance companies, VC firms, or large investment houses could bias the application.

WealthDrive is a disruption to the tech industry and is the first in its class to bring ‘Main Street’ to what was once only reserved for ‘Wall Street’. Also, there are features never seen before which truly set this firm apart. Welcome to a new age and welcome to WealthDrive.

Easy to Use

You don’t have to be a tech expert to benefit from the functionality of our system.

Practice Management

Revolutionary industry-leading software is now available  without breaking the bank.

Strategic & Tactical

Use our market-leading financial indicators to manage all financial accounts anywhere.

Informative

Information is power, and our firm brings the future to your fingertips.

Unique Marketing Programs

WealthDrive has developed a new and revolutionary way of identifying and attracting leads. Firms that think outside the box are the ones that are the most successful. Let us show you our box of tricks.

Marketing

Let our revolutionary technology stack do the heavy lifting and modernize your marketing.

Seminars

Our presentations and processes will obtain you around a 97% second appointment percentage.

Exclusive

Join today and protect your local market. Don’t let another firm steal your clients & prospects.

WealthDrive Process

01

Identify

Identify the ideal client profile that fits your firm and start attracting those types of prospects. Understanding who is easiest to do business with based on personality traits, hobbies, and life experiences is essential. 

02

Act

Setting the marketing strategies in place correctly is key. This allows your practice to start attracting leads and stop chasing leads. Remember referrals are the easiest prospects to close. Our marketing drives referrals better than anything you will ever witness.

03

Propose

When presenting ideas to prospects let WealthDrive produce the proposal. Don’t just offer a generic insurance company illustration. That’s what clients see all the time. Provide them with an experience that resonates and separates your practice from all the others. 

04

Implement

Armed with a plethora of knowledge, allow experienced WealthDrive personnel to help implement the financial roadmaps agreed upon from the proposal phase. Leverage all the scenarios and hedge the roadblocks competitors will put in your way to your benefit.

05

Monitor

Monitor your relationships from a whole new perspective by becoming the firm that your clients come to rely upon daily. This is only scalable and feasible utilizing our proprietary technology. See why our tech will keep you ahead of the competition for years to come.

Investing Difference

Showing a true understanding of markets and how your firm can provide clients/prospects with a time-tested, fundamental methodology besides just insurance products is key to jumping light years ahead of the competition. Utilize our algorithmic indicators to provide institutional grade investment management decisions to clients/prospects or simply utilize our tech stack to digitize your methodology.

New Money Indicator

Using institutional volume the goal is to only invest new money into the stock market during short term ‘Uptrend’ periods and remain in cash during short term ‘Downtrend’ periods. When there is flexibility in being able to determine the timing of investing new proceeds, this indicator should be used to determine the dispersion of new assets.

Total Market Indicator

The ‘Total Market Indicator’ is a longer-term trend indicator that was built to determine when markets were in an upward trend. The indicator is a complex algorithm that measures the buying and selling pressure of twenty-six (26) asset classes to determine this trend. Usually this is based on how portfolios at an institutional level are being invested, that is being uncovered. This indicator is meant to navigate through the chop that most methodologies get whipsawed in during periods when a market is moving sideways.

Balance of Strength

The ‘BOSS Indicators” stands for Balance of Strength and is an academically validated risk management tool that was designed to react quickly to market tops and bottoms without being knocked off the longer-term trend.

Calendar Effects Indicator

The ‘Calendar Effects Indicator’ is a shorter-term indicator whose goal is to be invested only during those short periods during the calendar year that have historically shown a high probability of profit. There are about 11 of these short periods per year, totaling roughly 70 to 80 market days of exposure per year.

Smart

The average agent or advisor has relationships with at least 3 FMO/IMOs. The reason is because they can’t find what they need from a single FMO/IMO solution.

Understandably, this is extremely inefficient, and we know this firsthand. To be competitive in business you must have leads, unique proposition, highest compensation, and always one step ahead of the competition. There isn’t another firm that does this better than WealthDrive.

Stop relying on other firms to manage your practice and take things into your own hands. With our guidance and technology, we turn every business into a force to be reckoned with in your local market.

$ FREE

Revolutionary FMO

*Restrictions due apply

N

Proposal Generation

N

Unique Marketing Programs

N

Practice Management Tech

N

Client Portal

N

Daily Buy/Sell Signals

N

Account Aggregation

N

Advice & Support 24/7

N

Document Vault

N

Education & Guidance

N

Password Vault

Exclusive

WealthDrive would love to do business with every firm in the insurance and investment space, but that would dilute the competitive position our firm provides to your practice. Our methodology in this scenario is that less is more.

There is a due diligence process that takes place so that we make sure your territory only possesses one firm within a predefined radius. This allows our marketing campaigns to be the most effective and efficient.

Our FMO doesn’t screen sole based on a practice’s production history. We also screen on personality, loyalty, and drive because we want business owners that want more from their hard work.

 

*Producers with annual annuity premium greater than $5 million will have their base technology fee waived. Other restrictions and qualifications may apply.

Stats

By the Numbers

Insurance Carriers

Marketing Programs

Proprietary Indicators

Combined Experience

FAQ

Frequently Asked Questions

How can you pay the highest commissions?

Our volume allows us access to compensation most FMO’s don’t receive, and we like to share.

How much work do you for me?

WealthDrive makes doing business easy from proposal construction, gathering more leads, and accelerating firm growth. 

What makes WealthDrive better?

Compensation that we provide to our agents/advisors, lead marketing programs that are available, and most importantly our proprietary technology.

Is there a client portal?

YES! Every business can have their own branded client portal to communicate and engage with their clients.

How hard is the software to learn?

The application was built with the idea of highly adapted applications to reduce the learning curve significantly. Best way to see it is to try it.

How hard is it to switch FMOs?

Not hard at all because we assign a business specialist to you in to have you up and running as fast as possible.

Contact Support

CRM 360

Together we can enhance your ability to provide customized service at scale.

Digital Onboarding

Turn onboarding into an engaging competitive advantage. Opening new accounts isn't always easy. We just make it seem that way.

Manage & Rebalance

Manage more accounts in less time using a scalable, personalized approach that is unique to this firm only.

Client Portal

Keep your clients informed from a whole new perspective with a modern and easy to use portal that is engaging.

Firm Timeline

Technology that helps makes life and business simpler.

Meet Our People

Technology that helps makes life and business simpler.

Philosophy

Learn about why we exist and who we are as a firm.

Marketing

Capture, connect and close new business faster.

Seminars

Attract the right type of prospects and engage with them.

Revenue Maximizer

Maximize all the possible revenue streams for your business.

Data Migration

Let WealthDrive do the heavy lifting with data migration.

Consulting

Allow us to take a deep dive into your practice and provide guidance.

Watch Lists

Find investments quickly that make good sense.