Inspiring Greatness is at the core of everything we do for our advisors.
Inspiring Greatness!
Inspiring Greatness is much more than just a tagline—it’s at the heart of everything we believe, everything we do, and everything we aspire to. Inspiring Greatness means pushing you past your own comfort zone, past ‘doing OK’, past ‘Good’ and past your own personal levels of peak performance. We call that zone Inspired Greatness, where you exude confidence, radiate excellence, and exemplify success.
There truly is no limit to the level of greatness you can reach!
The Greatness Meter
Everything we do and teach is
tested in the Real World.
Thoroughly Researched
We develop and design all of our materials with cutting-edge research, proven strategies and real-world data. There is a reason we are known for the industry’s best materials after all.
Extensively Tested
We test everything we promote in CEO Steve Lewit’s still-thriving retail practice. We don’t just try something once, we test it multiple times and then fine-tune it to ensure the highest quality.
Ready to go
No waiting is required. Our materials, systems and programs are ready for you to implement immediately into your practice. You get everything you need to be 100% effective!
Steve Lewit
CEO and $30 Million Dollar Producer
We're the First FMO You Can Call Home
Here are just some of the reasons why advisors love working with us.
Our People
Systems Based
We may be a little biased but we think our team is the absolute best in the industry. We are genuinely nice, good people that care immensely about you personally as well as the success of your business.
We’ve always believed that everything we provide should be a true system. A system is organized step-by-step, is easy to follow, and has duplicable results. Everything we develop follows this structure.
We Care About You
Real Substance
We aren’t the kind of people who look at advisors and see dollar signs. We want to know more about you, including your fears, goals and hopes. We really care about your wellbeing both in and out of business.
There are many marketing organizations that promise a lot on the surface, but fail to meet those expectations when called to do so. We pride ourselves on the substance behind our words.
We Work Harder
Innovative Ideas
If there’s one promise we will always make, it’s this one. No one will work harder for you than we will. Our team will do as much work as necessary and spend as much time as required to get what you need.
There’s yet another promise we will make—that we will never stop innovating. We’ve always been recognized as the industry’s most creative marketing organization, and we plan to keep it that way!
Practice What Teach
Dedicated & Passionate
We think it’s impossible to provide great materials, training and service without real world experience. That’s why our CEO still sells on the front lines everyday, passing that experience to our team and to you.
No matter what we do, or what new idea we consider, we do so with the utmost levels of dedication, passion, and the desire to provide something truly special to the advisors with whom we work.
Holistic Minded
Honesty & Truthfulness
Being holistic minded means we provide a complete, broad spectrum experience for every advisor. Whether it’s our marketing systems, sales coaching, or practice management solutions, we have you covered.
Finally, the principle that matters most is that of honesty, truthfulness and doing the right thing. It’s our mission to bring ethics back to an industry that seems to have long since forgotten what that means.
Why Advisors of all kinds Love working with us
"I had just transitioned into the financial industry from a ministry background and had been working for less than 1 year with modest success. When I met Steve Lewit and United Advisors, I was able to transform my business from $3 million per year in annuities to over $15 million of total production and $4 million assets under management in only 2 years. I just plugged myself into Steve’s coaching and leadership, and the systems he and his team have created. There is no way I could have done it without them!"
- Tami S., California
"When I joined United Advisors in 2008, I had very high expectations. Since then, I’ve never been let down, not even once. I am most impressed by all the marketing support I’ve received—seminar and client events in particular. I’ve learned how to market them much more effectively and successfully than I ever did in the past. They’ve set me apart from the competition and truly allowed my entire business to grow."
- Rick A., North Carolina
"My sales had been stuck in a rut when I decided to join United Advisors. Turns out, it was one of the best decisions I ever made. I really “connect” with the sales system and am very excited by how it’s helped me to position both more annuities and assets under management simultaneously. I think clients really grasp the simple concepts and well-presented materials. It is like night and day compared to my old process."
- Barbara S., Colorado
"I was looking for a marketing organization that could help my business grow. When I came here, the atmosphere and the people were exactly what I wanted— people who I knew were looking out for me, not just my production. I really feel like I’m important to them, and that’s something that is very meaningful to me. I never felt this way with any other marketing group."
- Roy L., Pennsylvania
We’ve Built a Family of Companies
With Everything You Need.
Many financial marketing organizations are limited in what they can provide. With over 40 employees and 6 distinct businesses, The United Advisors family of companies is built to ensure you have everything you possibly need to succeed.
FMO
Annuities Life & LTC Insurance
United Advisors is a FMO providing advisors with access to the industry’s best annuity, life and LTC insurance products. We emphasize a holistic approach for each of our advisors’ practices, uniting the three most critical elements — your marketing, sales and practice management systems.
RIA
Investment Advisory Firm (AUM)
Wealth Financial Advisory Services is a full-service Registered Investment Adviser (RIA) firm. We provide exclusive access to the industry’s best money managers. We provide advisors with a turn-key training and education platform, and are built to support both new advisors and experienced advisors alike. www.wfadvisory.com
RETAIL
Client-focused front-lines, testing ground
WFG is a national network of advisors who all share the same national brand and philosophy, providing each advisor with enhanced credibility, recognition and strength. It’s our same retail brand our CEO runs his personal financial practice from, from which he tests everything we provide to our FMO. www.wfgnetwork.com
ADULT
EDUCATION
Academic
Program
ROLI is a company dedicated to providing adults with the financial education they desperately need. In the process, we provide advisors with a terrific way of both educating and serving the public, and a way to gain awareness about themselves as advisors, helping to meet and serve new clients. www.richnessoflife.org
TECH
Online sales, software, marketing & automation
Vision Financial Marketing is a cutting-edge, industry-leading technology automation platform focusing on sales, marketing and practice management systems. While many technology systems help you with your job, the goal of VFM is to automate and actually do your job for you in as many areas as possible.
SALES
Expert sales coaching systems & programs
New Science of Selling is the company through which United Advisor’s CEO Steve Lewit conducts all of his sales coaching and training. With the industry’s best sales training at your fingertips, through online videos, webinars, and live training conferences – your sales will be better than you ever imagined.
A History of Extensive
Innovation & Improvement
2007
August 2007
Developed and launched the Personal Wealth Index as a subscription-based service
2008
September 2008
Officially launched Wealth-n as a Financial Marketing Organization
2009
February 2009
Changed the name of Wealth-n officially to Wealth Financial Group
2012
June 2012
Officially launched The Richness of Life Institute, an academica based financial education company
2012
September 2012
Officially launched Wealth Financial Advisory Services, a Registered Investment Advisor
2013
October 2013
Began development on Vision Financial Marketing, an automated technology and software platform
2014
January 2014
Officially launched the New Science of Selling, providing personal sales coaching and live training
2014
June 2014
Officially changed our name from Wealth Financial Group to United Advisors

What are you waiting for?

Request more information or join us today!

"I had just transitioned into the financial industry from a ministry background and had been working for less than 1 year with modest success. When I met Steve Lewit and United Advisors, I was able to transform my business from $3 million per year in annuities to over $15 million of total production and $4 million assets under management in only 2 years. I just plugged myself into Steve’s coaching and leadership, and the systems he and his team have created. There is no way I could have done it without them!"
- Tami S., California
"When I joined United Advisors in 2008, I had very high expectations. Since then, I’ve never been let down, not even once. I am most impressed by all the marketing support I’ve received—seminar and client events in particular. I’ve learned how to market them much more effectively and successfully than I ever did in the past. They’ve set me apart from the competition and truly allowed my entire business to grow."
- Rick A., North Carolina
"My sales had been stuck in a rut when I decided to join United Advisors. Turns out, it was one of the best decisions I ever made. I really “connect” with the sales system and am very excited by how it’s helped me to position both more annuities and assets under management simultaneously. I think clients really grasp the simple concepts and well-presented materials. It is like night and day compared to my old process."
- Barbara S., Colorado
"I was looking for a marketing organization that could help my business grow. When I came here, the atmosphere and the people were exactly what I wanted— people who I knew were looking out for me, not just my production. I really feel like I’m important to them, and that’s something that is very meaningful to me. I never felt this way with any other marketing group."
- Roy L., Pennsylvania