WealthWave Reviews

What follows is my observations and opinion based on both that research and 22 months of "hands on" experience as I have participated in the growth and evolution of the company.

Though listening to the podcast I have a much different opinion of Porter than previously. 

However, we question their marketing practices, and a run-in with the SEC has put a tarnish on the company's image. In addition, the stock did go up in price, and the information was correct, just not the timing of it.

Details of the Newsletter Analysis 

Your response will be removed from the review – this cannot be undone. Delete Response Cancel. Glassdoor has 1 WealthWave reviews submitted anonymously by WealthWave employees. Read employee reviews and ratings on Glassdoor to decide if WealthWave is right for you.1/5(1).

The newsletter appears to only focus on large cap stocks. If you are going to do your own active investing, I believe value investing is really the only method you have any chance of succeeding. So the recommendations he and his staff make are not by some technical indicators. Is it Worth the Price? The monthly reports offer a summary of the macroeconomic conditions and one-to-three specific stock recommendations.

Also included is any update to the current portfolio of stocks. For the negatives, keep on reading below. This wherein lies the problem with any prediction — financial or otherwise.

So more than likely this is a marketing technique to gain attention and attract new subscribers. Without question, I recommend some portion of your portfolio to outlier events.

The old web site is no longer active. You can visit archive. Though the case is somewhat perplexing — and actually previously unheard of about a financial newsletter — the SEC stated he performed insider trading, yet never owned the stock, nor did he ever profit directly from the stock. In addition, the stock did go up in price, and the information was correct, just not the timing of it.

So take this issue however you see it. Either way, it should be known that the firm has had a run-in with the SEC, and if anything likes to push the legal edge in some of its research. So while Porter might be eventually correct in his predictions, the timing can be hard to predict.

As the famous economist John Maynard Keynes once said: Specifically read up on the trends the author believes is happening, and at the same time find counterpoints to their argument.

I left later for the same reason. They stayed with it, they made the changes that were needed, and they attracted support from top leaders in WFG, the largest independent marketing organization in the financial services industry, and from Transamerica, one of the largest and strongest companies in the industry. It just made sense.

These new modern policies fill this dangerous gap in a family's financial safety net. They all need to be replaced if the insured is still qualified. Rates are going up. Like many start ups, their first two years were tough ones, but like good entrepreneurs, they held fast to their vision, learned from their mistakes, and continued to improve the business model. I looked at it again in mid and I was VERY impressed with the progress they had made and with how they had evolved their business model.

Three things changed in the late Fall of that grabbed my attention… First, their primary carrier, Transamerica, doubled the underwriting staff and introduced 7-day turn times with no medical exam required. Turn-around time was solved for most policies. The third thing is probably the most important.

The Tier Concept separates the insurance sales process into 3 distinct roles… 1. Financial Inviters, who simply introduce prospective clients and reps to the business via videos and online tools.

This is the business development role. This is the leadership role. Financial Consultants who are the experienced agents who do the Financial Needs Analysis, design the policies, and do the presentations and close the sales. This is the insurance professional role. An agent can focus on any or all of these roles which allows each person to do what they do best and what they enjoy most.

This is a VERY significant innovation, because there are less than , licensed life insurance agents in the United States right now and the average age is The industry needs "fresh blood". The reason the Tier Concept will allow VF to experience explosive growth is that it opens the door for the first time to recruiting the millions of Americans who would love to have the freedom and flexibility that comes with a real business than they can work from home, but who do NOT want to be a traditional insurance agent.

They don't want to leave their families evenings and weekends to meet clients, the don't want to waste hours a day stuck in traffic, and many people are not comfortable asking clients personal financial questions. Our Financial Inviters don't do any of that. They simply send videos that do the telling and selling and connect interested prospective clients with an experienced Financial Consultant.

Basically, they are "licensed referral partners". This has not existed before in the financial services industry and is one of the main reasons why many believe that Virtual Financial will become one of the dominant marketing organizations in the industry over the next decade. It also provides a home for the thousands of life agents who struggle every day to find the next client. Within the VF system, they can build their own well paid referral army.

Actually it's one "review" site and two redirect sites pointing back to his main site to give the appearance of three negative sites.

 

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Jun 01,  · Wealth Wave is a product from Jim Hunt that he claims will allow users to make a substantial income by taking advantage .

We checked Wealth Wave for scam and fraud. Our comprehensive lokersumbagut.ga review will show you if Wealthwave is legit and whether it is safe. What is WealthWave and how could it impact you? Get all the latest resources, articles, and news so you can stay up to speed with what's happening with the Wealth Wave team. View All Posts. Featured. WealthWave is the . 

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Employee Reviews

Your response will be removed from the review – this cannot be undone. Delete Response Cancel. Glassdoor has 1 WealthWave reviews submitted anonymously by WealthWave employees. Read employee reviews and ratings on Glassdoor to decide if WealthWave is right for you.1/5(1). WealthWave / Virtual Financial Review by Doug Jones, MBA Virtual Financial is the completely virtual division of WealthWave, one of the top producing groups within the largest marketing organization in the financial services industry.

See what employees say it's like to work at WealthWave. Salaries, reviews, and more - all posted by employees working at WealthWave.1/5(1). We checked Wealth Wavecampaigns for scam and fraud. Our comprehensive lokersumbagut.ga review will show you if Wealthwavecampaigns is legit and whether it is safe.

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