David Shields

David Shields Email and Phone Number

CEO – Wealth Watch Advisors @ Wealth Watch Advisors
David Shields's Location
San Antonio, Texas, United States, United States
David Shields's Contact Details

David Shields work email

David Shields personal email

n/a
About David Shields

If you've ever thought..."Great, another week with no leads and no deals. What am I doing wrong?!”You're not alone. Every day I talk with advisors and agents who are sick of struggling and want proven systems they can tap into for growth.That’s why we built Wealth Watch and use our *Asset Attraction Method* to help you add 1-4 more customers with $500K - $1MM+ in new business.Whether you want to build a lifestyle practice or you want to build a team and scale past $100MM+ or more in AUM we have the tools, the marketing systems, and powerful differentiators to help you stand out from the pack.ADVISORS & AGENTS COME TO US WHEN:➡️ They're tired of how IMO/FMO’s promise everything and never deliver.➡️ They’re tired of gambling on “lead experts” trying to crack the code on their dime.➡️ They’re tired of trying to “figure it out” and just want someone to prove it, even going as far as showing them their 1099’s.Above all, they're *FRUSTRATED* that their business isn't living up to its potential and they’re ready to get that fixed ASAP.AT WEALTH WATCH, YOU’LL GET:1️. – Radical focus on what you need to do step by step to attract new clients.2. – Powerful positioning that puts you head and shoulders above your competition3️. – Lead generation systems guaranteed to bring in 25, 50 or even 75+ leads a monthREADY TO LEARN MORE?🖥️ Start by attending our next event to learn the systems behind how advisors are attracting dream clients on a consistent basis… still charge great fees… building recurring incomes they can rely on...and boasting packed calendars… while equally (sometimes more) talented advisors & agents continue to struggle.▶️ Check out the next event here:  https://getwealthwatch.com/

David Shields's Current Company Details
Wealth Watch Advisors

Wealth Watch Advisors

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CEO – Wealth Watch Advisors
David Shields Work Experience Details
  • Wealth Watch Advisors
    Ceo – Wealth Watch Advisors
    Wealth Watch Advisors 2019 - Present
    Englewood, Colorado, Us
    We created Wealth Watch because we’re agents and advisors too and know what it’s like to lose sleep over where your next lead is coming from……but we also know what it’s like to crack the code and flood your business with new clients.The secret?A marketing message so powerful it differentiates you from 99% of other advisors.While everyone else is focused on what services they offer, their fees, and what makes them better.We’re out there using a system and story that amplifies our authority and allows us to attract dream clients on a consistent basis, all while charging more, capturing more assets, and packing our calendars.Ready to learn how? Head to https://getwealthwatch.com/
  • Wealth Watch Partners
    Ceo
    Wealth Watch Partners Jul 2007 - Present
    San Antonio, Texas, Us
    Wealth Watch Partners is a professional IMO (Independent Marketing Organization) with a focus on assisting elite agents and advisors in taking their Life and Annuity business to the next level. Our executive team consists of seasoned industry experts with decades of experience building and maintaining successful financial firms. We understand the daily challenges that you face in your business and can help you overcome many of these obstacles. After all, we’ve walked in your shoes. It’s from these years of experience and learning that we feel qualified to assist you through coaching, mentoring, training and support.

David Shields Skills

Fixed Annuities Insurance Life Insurance Term Life Insurance Long Term Care Marketing Health Insurance Retirement Planning Universal Life Disability Insurance Variable Annuities Medicare Financial Services Strategic Financial Planning Training Financial Advisory Whole Life Buy Sell Agreements Field Marketing Selling Sales Group Insurance Insurance Brokerage Accident Insurance Permanent Life Insurance Series 6 Licensed Life Insurance Agent 401k Rollovers Voluntary Employee Benefits Office Support Estate Planning Retirement Long Term Care Insurance Employee Benefits Brokers Health Savings Accounts 401k Licensed Life And Health Insurance Agent Roth Ira Wealth Accumulation Life And Health Insurance Licenses Group Medical Retirement Savings Umbrella Insurance Cafeteria Plans Homeowners Critical Illness Iras Financial Planners

David Shields Education Details

  • Wright State University
    Wright State University
    Accounting And Finance

Frequently Asked Questions about David Shields

What company does David Shields work for?

David Shields works for Wealth Watch Advisors

What is David Shields's role at the current company?

David Shields's current role is CEO – Wealth Watch Advisors.

What is David Shields's email address?

David Shields's email address is da****@****ors.com

What schools did David Shields attend?

David Shields attended Wright State University.

What are some of David Shields's interests?

David Shields has interest in Field Market Organization, Selling Annuity Plans, Selling Life Insurance, Field Marketing.

What skills is David Shields known for?

David Shields has skills like Fixed Annuities, Insurance, Life Insurance, Term Life Insurance, Long Term Care, Marketing, Health Insurance, Retirement Planning, Universal Life, Disability Insurance, Variable Annuities, Medicare.

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