For Wealth Advisors

Upgrade your income

Certificate Program for Wealth Advisors

April 25th - July 11th, 2023

10 weeks of proven training on the key components you need to change and exponentially grow your income in 2023! Includes 90-minutes bi-weekly Zoom Courses (Attend live Zoom or view recorded classes)

LEARN MORE

Free Webinar!

Join us for a free webinar and learn how this program can benefit you!

    AS SEEN ON:

    CNBC
    NBR
    Fox Business
    Bloomberg
    WSJ
    USA Today

    What you will learn and how you will earn:

    Program structure

    Week 1 - Build a Profitable Niche

    • Dominate your competitors
    • Stand out in a sea of the same
    • Start attracting and stop chasing business

    Week 2 - Develop your narrative

    • Speak the language your prospects understand
    • Get in front of more qualified individuals
    • How to close anyone especially in a difficult market

    Week 3 - Become a financial rockstar

    • How to get the media’s attention
    • Become the go to expert in your market
    • Grow & MONETIZE your social media

    Week 4 - Attract Ultra-High Net Worth Clients

    • The #1 thing UHNW clients are looking for
    • How to build a team to serve the ultra-high net worth
    • Show value to clients paying over $100k in fees

    Week 5 - Exponentially grow revenues from scaling

    • Turn your brand into a scalable business
    • Effectively manage a high performing team
    • Create your most profitable asset

    Week 6 - Build your action Plan

    • Develop the roadmap to put your lessons into action
    • Outline the actionable steps for execution
    • Implement levels of accountability

    wealth advisor certificate program

    • Complete courses, receive all completion benefits and upgrade your income in 2023!
    • 30-minute one-on-one progress check and support 90 days out with senior team member
    • 30-minute one-on-one progress check and support 180 days out with senior team member

    $4,995

    BUY NOW

    Get Ready to Upgrade Your Profile, Upgrade Your Knowledge and Upgrade Your Income!

    Attendees will also receive:

    • Certificate of Completion
    • Social Media Recognition by Rob
    • 10% discount on all future programs

    Apply only if:

    • You believe if you are not growing, you're dying
    • Have the desire to consistently generate over one million in net income
    • Are willing to put the plan we build together into action
    BUY NOW

    IN THE MEDIA

    Fox Business
    Finding The Next Monster Swing

    Rob Luna Wealth Academy Founder, Rob Luna, discusses the current market outlook, investment themes, and opportunities so you can gear up for the potential Santa Claus rally. TZOO, CAVA, ETSY are the names to watch.

    The Impact of Geopolitical Unrest On The Market

    The drumbeat of war gets louder and louder. Real Talk Capital CEO, Rob Luna, sits down with Charles Payne to talk about how the current geopolitical issues could derail the current market momentum. CVX, CART, BMBL are the names to watch.

    Stocks Mostly Lower On Tech Weakness

    Real Talk Capital CEO, Rob Luna, discusses his perspectives on the overall market sentiment after the impact of high interest rates, geopolitical issues, rising rents and the cost of services. PANW, CRWD are the names to watch.

    Stocks Down in Broad, Technology-Led Retreat

    Real Talk Capital CEO, Rob Luna, discusses the effect interest rates are having on today’s markets as well as the importance of understanding and incorporating options into your portfolio. Atria is the name to watch.

    Americans Aren’t Buying Bidenomics

    According to a Rasmussen poll, 52% say the U.S economy worsened under Biden. In this segment, Real Talk Capital CEO Rob Luna offers his perspectives on Bidenomics and how it can affect your bottom line.

    Fox Business: Powell’s Next Move

    Real Talk Capital CEO, Rob Luna, discusses the August jobs report, the overall U.S. economic health, and investment ideas that you can use in today’s markets. CRWD is the name to watch.

    Fox Business: Surviving The Push-And-Pull Bull

    Real Talk Capital CEO, Rob Luna, discusses investors trying to game the market amidst the volatility and strategies you can use to properly establish your risk tolerance. DIS, PANW, and CRWD are the names to watch.

    Rob Luna Fox Business
    Fox Business: Navigating A Higher Rate Environment

    Real Talk Capital CEO, Rob Luna, sits down with Charles Payne to discuss the upcoming challenges with this quarter’s earnings season, his take on the current US Economy, and his upcoming book, “Close Your Wealth Gap”. ETSY is a name to watch.

    Testimonials

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    Charles Payne

    Charles Payne

    Financial Journalist
    Making money with charles payne
    Charles Payne
    Financial Analyst
    Communication is the central to any successful relationship but seems to be a fading art in the era of talking at or past each other. For me hosting a show aimed at education and empowerment this has been an even greater source of frustration. There are lots of smart “experts” but very few that can articulate the complexities of investing that are not only understandable but also encouraging. At the very top of the list of market pros that can pull this off is Rob Luna. Rob makes investing fun and inviting even during the most difficult times. Financial advisors would be doing themselves and their clients a huge favor learning Rob’s approach.
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    Kenny Polcari

    Kenny Polcari

    Former nyse floor trader
    and tv personality
    Kenny Polcari
    Former nyse floor trader and tv personality

    I met Rob many years ago while I was a member of the NYSE – We were on a Fox Business segment together. I knew immediately Rob was one to watch. He is smart, cool, calm, ambitious but more importantly he is a giant in the industry. His natural grasp of economics and investing and more importantly his ability to translate all of it into a simple conversation allows the average person to understand and excel. I’ve watched him grow his presence and & brand across a range of media outlets, and again I am amazed at the ease at which he does it. It has been an honor for me and I am grateful for his friendship and guidance.

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    Josh Altman

    Josh Altman

    real estate agent and tv personality
    million dollar listing los angeles
    Josh Altman
    Real Estate Agent and TV personality
    Million Dollar Listing Los Angeles

    Rob’s approach to working with luxury home buyer and sellers is unmatched. His ability to advise on the complex economic and behavioral components involved with such large transactions is world class. I look forward to partnering with Rob on many more transactions together.