FOR FINANCIAL ADVISORS

The Research Platform and Client Accelerator That
Makes You the Alpha in the Room

Transition from a commodity asset allocator into a high-growth advisory powerhouse with $25,000+ worth of institutional-grade practice management and extremely practical research — yours for just $299.

$25,000 → $299 yearly

Become an FA Alpha

10% → of an advisor’s day goes to prospecting

44% → spent managing existing accounts

100,000 → advisor shortage projected by 2034

38% → of the current workforce retiring in the next decade

“Independent advisors are not failing because of lack of effort. They are failing to scale because the structure of the job makes it nearly impossible to grow.”

 

YOUR CLIENTS DEMAND MORE.

FA ALPHA HELPS YOU DELIVER.

ACCELERATE YOUR BUSINESS. BETTER ANSWER YOUR CLIENTS’ NEEDS.

  • FA Alpha Pulse: Monthly macro that arms you with the kind of insights that keep clients, and show you’re a true market insider. 
  • Quarterly Live AMA — 4x/year with Professor Joel Litman, “Ask Me Anything.” More than a coach, the Professor delivers “extremely practical” advice and tools for attracting prospects, gaining clients, keeping clients, and massively accelerating your business as he’s light on the most controversial topics of the industry.  
  • FA Alpha Academy: Build your own curriculum  A comprehensive library for practice management and investment research, including ebooks, videos, and articles that aren’t available anywhere else. Participants have given this content the highest marks for accelerating their careers and businesses.
  • Investor Timetable: One of the most powerful frameworks available for engaging your clients in practical, steadfast, and even enlightening conversations about allocating their assets – and staying invested at the most important times.
  • FA Alpha 50: And still, clients ask you, “Can you beat the market?” We provide you with definitive, alpha-generating stock ideas that consistently beat the market. Your monthly report featuring 50 high-quality, surprisingly undervalued stocks that prove Wall Street research recommendations as laughable.  
  • FA Alpha Daily: A daily newsletter keeping you ahead of the pack with your clients, at the forefront of the real stories behind  current headlines,  market trends, and advice for your practice. 

Access $25,000+ of Proprietary Intelligence for Your Practice Today.

Become an FA Alpha

The modern financial media thrives on volatility.
You and your clients thrive on stability.

The media deliberately treats every minor daily market fluctuation as the definitive, “be-all, end-all” turning point of the global economy. 

This constant alarmism can trigger panic in clients, forcing advisors to spend endless hours answering reactionary phone calls and playing defense rather than executing long-term strategy.

You need objective data-backed insights to protect your clients’ capital – and to put confidence into your conversations. 

Our investment research insights warned our advisors to stay conservative in 2008, and go heavy into equities in March, April, and May of 2020. 

We continually provide FAs with sobering and steadying market insights, to help keep clients calm and invested even when the financial media is screaming sensationalism. 

Just because you’re platformed at a major Wall Street firm, doesn’t mean you have to follow their research

More and more investors realize how horrible Wall Street research has been and continues to be. 

Many of your clients realize that a jaw-dropping 95% of Wall Street recommendations are “buy and hold,” so no wonder they’re suspect of you simply parroting what the big bank says about a stock. 

Smarter investors are well aware that the investment banks have a massive inherent bias toward protecting their lucrative corporate clients, and their public recommendations are skewed, lagging, or having no worth at all.

Don’t be THAT advisor who simply defers to the Mothership’s talking points on the most important market topics of the day. Whether they tell you or not, your clients know when you’re just parroting the Big Daddy home office – instead of showing them what the best of the buy-side is really thinking.

With more than 230 of the top 300 global money managers involved in our work, we deliver their best insights to you. 

Great Financial Advisors don’t just use FA Alpha Pulse to survive market volatility; 

they use it as an aggressive client acquisition tool

In a crowded industry where every generic competitor pitches the exact same Morningstar charts and Vanguard mutual funds, FA Alpha Pulse provides the ultimate pattern-interrupt during prospect meetings. 

When clients receive proactive market commentary anchored by the 200-year Valens Market Phase Cycle…

Clients instinctively use those unique insights as conversational currency, 

..bragging to their peers about how their advisor actually mapped out the current market dip instead of just telling them to blindly ride out the storm.

This unassailable clarity also completely cures prospect inertia, 

…the notorious paralysis where a high-net-worth lead refuses to move forward due to overwhelming market noise. 

By using a battle-tested historical timeline to show a hesitant prospect exactly where the economy stands, 

…you remove the fear of the unknown, transforming a stalled “let’s wait and see” objection into a signed contract today. 

When a high-net-worth prospect freezes out of fear that China will inevitably surpass the U.S.…

You introduce the ultimate pattern interrupt.

For instance, by juxtaposing China’s structural economic fragilities against the unassailable, asset-backed reality of Pax Americana…

…you dismantle the media noise and instantly strip away the fear of the unknown.

Testimonials

“I have cut back on most of the investment letters that I read. Your service, however, stands out for its thoughtfulness, methodology, and in-depth treatment of investment opportunities.”

— Al H.

“They never waste my time with the concept of what the mainstream media is currently whining about. I am in this to both continually learn about investing and to buy and sell when the timing is right.”​

— David W. 

“Their research is both deeply insightful and highly actionable. Their focus on forensic accounting and rigorous cash-flow analysis goes well beyond conventional market commentary, surfacing risks and opportunities that are often missed. This work has meaningfully strengthened my investment decision-making, giving me greater confidence and a clearer long-term framework.”

— Bill V.

Become an FA Alpha

STOP GUESSING WHAT TO SAY NEXT QUARTER. START GETTING IT STRAIGHT FROM THE SOURCE.

The Only Live Call That Gives You The Real Market Insider Talking Points — Before Your Competitors Even Know What to Say.

THE QUARTERLY TRAP ​​

Every quarter, the market shifts.

New headlines dominate. New client fears emerge. New objections replace the old ones.

And every quarter, most advisors scramble to catch up — piecing together commentary from the same compromised sources, drafting their own talking points from scratch, hoping what they say sounds different from the last advisor who called that same prospect.

It never does.

Because they are all reading from the same feed.

“I know what I want to say to clients about what’s happening in the market. I just don’t know how to say it in a way that makes them feel like I’m the only advisor who actually gets it.”

THE ADVISORS WHO WIN ARE NOT THE BEST RESEARCHERS.
THEY ARE THE BEST COMMUNICATORS.

The advisors who win — who retain clients through volatility, who convert hesitant prospects into signed contracts, who get the referral call instead of just hoping for it — are not the ones who know the most.

They are the ones who know what to say, when to say it, and exactly how to deliver it.

That edge does not come from reading more research.

It comes from sitting in the room with the person who built the framework.

THE TRACK RECORD: THREE MAJOR CALLS. THREE TIMES THE MEDIA GOT IT WRONG.
THREE TIMES WE HELPED ADVISORS GET IT RIGHT.

FA Alpha has been right on the calls that matter most.

June 2008 — while every major bank told clients to stay invested, the forensic framework called the bear market.

March 2020 — while the media predicted catastrophe, the framework said buy.

2023 through 2026 — while every headline screamed bubble, the framework said the market has legs.

And every single time, the advisors who had those talking points first — before the market proved the call right — walked into their next prospect meeting with something nobody else in the room had.

That is not luck.

That is what happens when your quarterly intelligence comes from institutional buy-side level research — not from the consensus machine that always gets it wrong.

Get Quarterly Live AMA with Joel Litman Everything You Need to Walk Into Every Room as the Most Prepared Advisor in It.

Four times a year, Professor Joel Litman goes live with you.

Not a pre-recorded module.
 Not a polished webinar.
 Live. Unscripted. Direct.

This is not a coaching call where someone tells you to work on your mindset.

This is Professor Joel Litman — the forensic accounting and market expert behind Valens Research, the man who called the 2008 bear market, who told subscribers to buy during the 2020 lockdowns, who has been right about this bull market every single year while the media called it a bubble — in real time, answering your hardest questions.

Every quarter, the session is built around the hottest market topics in real time — the macro calls the media is getting wrong, the forensic framework behind the big moves, the exact talking points you need to walk into your next client meeting and be the most informed person in the room.

And then Joel goes further.

Because what makes these calls different is not just the market intelligence.

It is the practice-building application of that intelligence.

How do you use the Pax Americana thesis to open a conversation with a skeptical prospect? What do you say when a client calls panicking about a headline that the smartest on the buy-side already disproved weeks ago? How do you frame individual stock analysis in a way to help a new referral immediately understand why their current advisor is working with distorted numbers?

These are the questions Joel answers.

Directly. Practically. In his own voice.

Every quarter, subscribers walk away with pre-built talking points that would normally take days of research to construct — handed to them in a single live session.

Testimonials

“I appreciate everything you all do. Having the video recorded discussions with Joel & Rob is extremely valuable. Also thank you for allowing Q&A. The services you provide are top notch.”

— Kat B. 

“Joel and Rob are so personable in their video postings that we really do feel like they care for the ‘little guy.’ Then we had the opportunity to meet Joel at an event, and he’s exactly the same way in person.”​

— Lila S.

“I have subscribed to a number of investment services. None have been more useful than this one… thank you Joel, Rob and your team.”

— Michael B.


 Saves hours of research time per quarter. And gives you Joel’s conviction — in your own voice.

Become an FA Alpha

STOP SOUNDING LIKE EVERY OTHER ADVISOR. START COMMUNICATING LIKE THE BEST ONE IN THE ROOM.

The Self-Directed Curriculum That Turns What You Already Know Into Clients, Conversations, and Growth.

Get FA Alpha Academy, and Your Advisor Resource Library — Everything You Need to Turn Research Into Results.

You already know what to do.

You know how to read a market.
 You know what your clients need to hear.
 You know the difference between a good idea and a great one.

But knowing is not the problem.

The problem is that between the knowing and the doing —
 between the research on your screen and the signed contract on your desk —
 There is a gap.

And that gap is costing you clients, conversations, and growth
 every single week.

The Structural Trap

Here is what your week actually looks like.

44% of your day is consumed by managing existing accounts.
 Less than 10% goes to prospecting — to the activity that actually grows your practice.
 The rest disappears into admin, compliance, and the endless operational weight
 of running an independent advisory business in 2026.

There are simply not enough hours.

Not enough hours to read every earnings transcript.
 Not enough hours to build compelling outreach from scratch.
 Not enough hours to maintain deep client relationships
 and go out and find new ones at the same time.

Something always gets sacrificed.
 And it is almost always growth.

“I can’t read every earnings transcript. But I can’t afford to miss anything either.”

“My clients need me present. My practice needs me growing. I can’t do both.”

Most advisors have accepted this as the cost of doing business.

It is not.
 It is a structural problem.
 And it has a structural solution.

 

Knowing vs. Doing

There is a second trap — quieter than the first, but just as costly.

It is the gap between what you know
 and what you can actually make land
 in a client meeting, a prospect call, or a presentation.

You have stood in front of a room with the data,
 with the market view,
 with the conviction —

and watched the room stay cold.

“I had the data. I had the market view. But when I stood up to present it, I couldn’t make it land.”

You have picked up the phone knowing exactly what you wanted to say —
 and heard yourself sound exactly like the last advisor who called that prospect.

“I knew exactly what I wanted to say. But when I picked up the phone, I sounded like every other advisor. They didn’t call back.”

You have had a client ask you to explain what is happening in the market —
 a question you knew the answer to —
 and watched their confidence drain away
 because you couldn’t simplify it in a way that moved them.

“My client asked me to explain the market. I knew the answer. But I couldn’t simplify it in a way that gave them confidence.”

This is not a knowledge problem.
 This is an execution problem.

And execution problems are not solved by more research.
 They are solved by better tools, better frameworks, and better training.

“I have access to great research. I just don’t have the professional toolkit to turn it into clients, conversations, and growth.”

 

The Industry Proves It

This is not just your problem.

It is a structural crisis playing out across the entire independent advisory landscape —
 and the data makes it impossible to ignore.

Less than 10% of an advisor’s day goes to prospecting.

44% is spent managing existing accounts.

By 2034, the industry will face a shortage of 100,000 advisors —
 as 38% of the current workforce prepares to retire in the next decade.
 (McKinsey & Company, 2025)

The supply of advisors is contracting.
 The demand for financial advice is surging.
 And the advisors who survive —
 who thrive —
 will be the ones who figured out how to scale
 before the window closed.

“Independent advisors are not failing because of lack of effort. They are failing to scale because the structure of the job makes it nearly impossible to grow.”

 

The Execution Gap Is Real — And the Industry Has Already Measured It

Wealthtender’s 2025 Voice of the Client Study found that 89% of clients center their loyalty on relationship quality, planning advice, and communication —
 not on investment performance.

The advisor who can present with clarity and conviction wins the room every time.
 The advisor who cannot — no matter how good their research — loses the client.

Cerulli Associates found that 55% of advisors consider new client acquisition their single biggest challenge —
 not because they lack knowledge,
 but because they lack the differentiated scripts and tools
 to convert that knowledge into compelling outreach that actually stands out.

YCharts found that 85% of clients say increased frequency and personalized communication would boost their confidence in their advisor —
 and 88% say it would influence their decision to stay.

Yet most advisors have no structured system to deliver it consistently,
 at scale,
 without burning an entire weekend building it from scratch.

“The advisors who grow fastest are not the ones who know the most. They are the ones who communicate best, prospect most effectively, and never stop sharpening their professional edge.”

FA Alpha was built by people who understood this from the beginning.

“The platform gives advisors the professional development infrastructure, the scripts, the frameworks, and the live access that turns knowledge into growth.”

 

The Fix

Every other research platform gives you the data
 and leaves you to figure out the rest.

FA Alpha is the only platform that gives you both —
 the institutional-grade research
 and the complete professional development toolkit
 to present it, prospect with it, communicate it,
 and grow your practice with it.

Nothing else on the market does both.

Get FA Alpha Academy — Everything You Need to Turn What You Know Into Clients, Conversations, and Growth.

Every other research platform gives you the data and leaves you to figure out the rest.

FA Alpha Academy is different.

It is a comprehensive, self-directed library — ebooks, videos, and articles that aren’t available anywhere else — built so that every advisor can construct the curriculum their practice actually needs, at the pace that fits their schedule, and at the depth their goals demand.

Participants have given this content the highest marks.

Not because it is theoretical.
 Because it is immediately deployable.

FA Alpha Academy gives you structured, self-paced modules covering the skills that separate the top 1% of advisors from everyone else in the room:

“Speak on the Shoulders of Giants” — learn to present market narratives with the kind of authority that makes a prospect put down their phone and lean forward.

“Write with the Pen of the Masters” — client communication frameworks that turn complex forensic insights into language any client can understand, act on, and share with their peers.

“Dining Etiquette” — the high-value relationship-building skills that open the doors most advisors never even know exist.

That is what FA Alpha Academy puts behind every presentation you give, every call you take, every prospect you sit across from.

Not just the research.
 The professional development infrastructure that finally closes the gap between what you know and the growth you want.

“Every other platform gives you the research. FA Alpha gives you everything you need to use it.”

Testimonials

“Excellent, honest, educational, enjoyable service. Detailed, lucid analysis of business valuation, economic forensics. It makes you a better person in knowledge, understanding and clearly seeing different points of view.”

— Mustafa K.

“The biggest gain is the educational sessions and monthly seminars that have helped me to be a wiser and more savvy investor. My membership is not only good for my savings and investments, but it is also fun.”​

— Joan O.

“Serious research for serious investors. Trustworthy information is hard to find, but here it is like a goldmine… the value is measurable… for me it’s in the 1000s of percent.”

— James L. 

Become an FA Alpha

BY 9:15 AM, AN ANXIOUS HNWI CLIENT CALLS TO LIQUIDATE THEIR PORTFOLIO

An FA Alpha-equipped advisor doesn’t offer generic platitudes.

Instead, they deploy the Timetable Investor Framework and the Valens Research Market Phase Cycle, 

Utilizing over 200 years of market data to confidently show the client precisely where the economy actually sits in the cycle. 

The panic instantly evaporates, and the client stops seeing a basic asset manager and starts seeing an indispensable market strategist.

The Investor Timetable 
enables you to stop selling a volatile commodity 
and begin selling structural peace of mind

When you send out proactive macro narratives anchored by the Timetable Investor Framework..

You are arming your existing clients with conversational ammunition.

How it plays out at the golf course: 

Friend: “My guy says we just have to ride out this market dip and hope for the best.”

FA Alpha Client: “Really? My advisor sent me this incredible 200-year Market Phase Cycle chart yesterday. He showed me exactly why this dip is a temporary phase shift and how we’re actually positioned to profit from it.”

Friend: “Can you introduce me to your advisor?”

“By giving clients clear, easy-to-share narratives, FA Alpha Investor Timetable transforms your current client base into an outsourced, organic referral network.”

When you use the Market Phase Cycle to show a prospect exactly where the economy stands in the historical timeline, 

It removes the fear of the unknown. 

The prospect stops saying, 

“Let’s wait and see what the market does next quarter,” 

and instead says, 

“Let’s get this paperwork signed today.”

Testimonials

“The confidence is there, I personally enjoy the inner peace, am more confident, and am trading less and less impulsively.”

— Guy H. 

“You provide some of the most impactful investment advice that I receive. You have certainly improved my investment performance.”​

— Neil F. 

“This is a very valuable service as it provides a snapshot of Corp Credit & Earnings snapshots that provide insight into the overall health of the markets… With the recommendations I’m following, I’m up 26% in 11 weeks!!”

— Lawrence T. 

The biggest enemy of a financial advisor isn’t a competitor; 
it’s prospect inertia,
 the tendency for a lead to do nothing 
because they are overwhelmed 
by market noise.

Become an FA Alpha

ON A WEDNESDAY MORNING. A $2M PROSPECT. AND A QUESTION THAT ENDS THE MEETING.

Imagine this. You sit across from a $2M prospect. You are prepared. You have the model portfolio. You presented the allocation. 

The prospect pauses and says: “This looks exactly like what my current advisor showed me last week.”

Beat 1 — The setup: You work 55 hours a week. You tried to read everything you can. You genuinely care about doing right by your clients.

Beat 2 — The trap revealed: But 44% of your time goes to servicing existing accounts. Less than 10% goes to prospecting. The math is brutal: there’s no time to find differentiated ideas.

Beat 3 — The consequence: So you relied on the same screens, the same broker-dealer updates, the same allocation tools as everyone else. Your portfolio looks exactly like your competitor’s — because it was built with exactly the same data.

NOW HERE’S THE TRUTH

The data given to you has over 130 built-in distortions. Every standard screen you run is wrong before you even start!

FA ALPHA 50 ON EDGE

The reason traditional stock screens fail isn’t due to a lack of effort—it is because the underlying data is structurally compromised. Standard GAAP and IFRS rules contain over 130 documented accounting distortions that manipulate true corporate profitability.

Our Track record

FA Alpha 50 vs Benchmarks 

Stocks that the FA Alpha 50 process identified for FA Alpha Members:

  • Apple Inc. (AAPL) +1,667%
  • MSCI Inc. (MSCI) +1,525%
  • The Trade Desk, Inc. (TTD) +1,274%
  • Medpace Holdings, Inc. (MEDP) +497%
  • Fox Factory Holding Corp. (FOXF) +381%

GETS FA ALPHA 50. THE NEXT WEDNESDAY, THE MEETING GOES DIFFERENTLY.

Imagine the exact same scenario. You sit across from another $2M prospect. But this time, you aren’t sweating the standard question: “Can you beat the market?” Instead, you lean in. Because you brought the FA Alpha 50—your monthly report featuring 50 high-quality, surprisingly undervalued stocks that make the recycled Wall Street research other advisors peddle look outright laughable.

How the FA Alpha 50 Explicitly Caters to Your Toughest Pain Points:

  • Close the story loop: Same prospect type. Same meeting setup. But this time, YOU lead with a forensically adjusted insight the prospect has never heard before. The prospect doesn’t have another proposal that looks like this one.
  • Solve time poverty explicitly: YOU don’t need to spend 15 hours arriving at this idea. FA Alpha 50 delivered a pre-vetted, forensically screened list.
  • Answer the fee question: “Why should I pay your fee?” Now, you have an answer that no robo-advisor or copy-cat competitor can replicate. You aren’t selling the same compromised data as the guy down the street. You are offering a proprietary forensic process with 130+ accounting distortions removed. Your fee isn’t an expense; it’s their ticket to a real edge.

Testimonials

“I made an incredible 735% in just over six months.”

— Paul M.

“It is very helpful in making my stock picks.”​

— Elizabeth K.

“My investment in this research has been incredibly profitable… with one position up over 500%. My confidence in investing has grown as I continue to take advantage of the information you provide. When you’re hot, you’re hot.”

— Chuck F. 

“Stop building recommendations on distorted data. Start seeing what’s actually there.”

Become an FA Alpha

STOP READING THE NEWS.
START SHARING REAL INSIGHTS.

The Morning Brief That Makes You the Most Informed Advisor in Every Room.

Every morning, your competitors open the exact same terminal. They read the exact same headlines. They send the exact same market update as every other advisor in your market.

And every morning, their clients read it—and wonder:

“Why am I paying a premium fee for something I already saw on my phone at breakfast?”

The financial media doesn’t inform advisors. It overwhelms them.

Because most advisors read from the same compromised, consensus-driven feed as everyone else, they have nothing original to say when a panicked client calls at 7:00 AM.

  • Every minor market move is framed as a crisis.
  • Every Fed statement is treated as a catastrophe.
  • Every geopolitical headline is positioned as the definitive end of the bull run.

THE BRUTAL REALITY: You cannot walk into a prospect meeting with insights your prospect already saw on their phone. You cannot retain a high-net-worth client with talking points they heard from their brother-in-law last night.

THE FORENSIC TRACK RECORD: KNOWING WHY THE NEWS IS WRONG.

FA Alpha has been right on the structural macroeconomic calls that matter most.

  • June 2008: While every major bank was telling clients to stay invested, FA Alpha called the bear market.
  • March 2020: While the media predicted economic catastrophe during lockdowns, FA Alpha told subscribers to buy.
  • 2023: While headlines screamed “bubble” after bubble, FA Alpha said the market had legs. And the market proved it.

This is not luck. It is not hindsight. It is forensic accounting applied consistently.

YOUR DAILY COMPETITIVE WEAPON: FA ALPHA DAILY

Financial advisors don’t just use FA Alpha Daily to stay informed. They use it as an aggressive competitive weapon that no one else in their market is carrying.

Built on the proprietary UAFRS forensic framework, FA Alpha Daily arrives every Monday, Wednesday, and Friday delivering a crisp, forensically grounded brief on the most critical market narratives the media is getting wrong.

By 6:30 AM, you possess an unfair advantage:

  • You know exactly what your clients will be panicking about by noon.
  • You know exactly why their panic is unwarranted.
  • You have the exact, pre-packaged language to prove it.

Testimonials

“You are my most trusted and favorite advisors. Had quite a few double and triple investments every year! Great job!”

— Chris L.

“And the daily reports, thank you. They are not pie-in-the-sky nor are they doom-and-gloom reporting. Steady and consistent investing advice is found here.”​

— Ron W.

“Your research is the best that I read. I am an avid reader of six financial newsletters and trade for myself daily. Your in-depth thoughts and research have been a very valuable tool for me in my trading and building my portfolio.”

— Jim F.

They stop seeing a basic asset manager. Become an indispensable market strategist.

Become an FA Alpha

The Advisors Have Already Spoken.

We could tell you FA Alpha changes practices.

But we would rather let the advisors tell you themselves.

Because the best proof of a platform is not what it promises —
 It is what happens after the first month.

After the first live AMA call with Joel.
 After the first prospect meeting where you walked in
 with a market narrative nobody else in the room had heard.
 After the first client who called panicking about a headline —
 and hung up calm, confident, and grateful.

That is when advisors stop asking whether FA Alpha is worth $299.

And start asking why they waited so long.

“This helped me get new clients.”

Not leads.
 Not conversations.
 New clients.

The kind of growth that only happens when you stop sounding like everyone else —
 and start walking into meetings
 with something nobody else is saying.

“Professor Litman’s work helped me accelerate my practice.”

Not incrementally.
 Not gradually.

Accelerate.

Because when the research, the framework, and the professional development infrastructure
 are all working together —
 the compounding effect on a practice is not linear.

“It saved me time.”

Hours every week that used to disappear into building content from scratch,
 drafting client emails nobody would remember,
 preparing market updates that sounded identical to every competitor’s.

Gone.

Replaced by ready-to-deploy talking points,
 pre-built outreach hooks,
 and a daily forensic brief that arrives before the market opens
 and before the panic starts.

“I walked into the meeting with insights no one else was talking about.”

That moment when a prospect stops mid-conversation
 and says — where did you get that?

That moment when a client stops panicking
 because you just showed them something
 their previous advisor never could.

That moment is what FA Alpha was built for.

These are not outliers.

These are advisors who made one decision —
 to stop building their practice on the same data,
 the same scripts,
 and the same market narratives
 as every other advisor in their market.

And started using a platform built on forensic accounting,
 institutional-grade research,
 and the professional development infrastructure
 to make all of it land.

Before You Decide —
Here Is What Happens When You Have the Right Research at the Right Time.

2008 → “Bear Market — We Called It.”
 While the consensus was bullish
 and every major bank was telling clients to stay invested,
 our forensic analysis identified the deterioration in true corporate profitability
 before the collapse arrived.
 Clients who listened were protected.

2020 → “Buy Signal During Lockdowns.”
 While the world panicked
 and the financial media predicted economic catastrophe,
 our UAFRS framework revealed resilient earnings power
 beneath the surface of the chaos.
 Clients who listened captured the recovery
 while everyone else was waiting for permission to get back in.

2023–2026 → “Not a Bubble. The Market Has Legs.”
 When every headline predicted collapse and overvaluation,
 when clients were calling demanding to sell,
 our forensic framework showed the market was standing on solid fundamental ground.
 Clients who listened stayed invested.
 And they were rewarded.

“Not hindsight. Not luck. Forensic accounting and systematic analysis — applied consistently, every quarter, for every client.”

What You’re Getting — And What It’s Worth.

You have read what FA Alpha does.
 You have seen what it delivers.

Now here is what it would cost you
 to source every piece of it on your own.

  • FA Alpha Pulse
  • Quarterly Live AMA Calls
  • FA Alpha Academy
  • FA Alpha Investor Timetable
  • FA Alpha 50
  • FA Alpha Daily

Total standalone value: $25,000+”

$25,000  → $299 yearly

 “Institutions pay $25,000+ for research at this level. You get everything above for $299/year.

A Personal Note

From Professor Joel Litman.

Dear Fellow Advisor,

The financial advice profession is changing faster than ever. Clients have more information. Technology is advancing rapidly. Expectations continue to rise.

But one thing hasn’t changed. People still want someone they trust. Someone who helps them understand complexity. Someone who provides confidence when uncertainty is everywhere.

That belief is why we built FA Alpha. Our goal wasn’t simply to create another research platform. It was to help advisors become more valuable — more informed, more differentiated, more trusted.

I sincerely hope you’ll join us.


— Joel Litman
Founder & CIO, Valens Research

Frequently Asked Questions

No.

FA Alpha is valuable for independent advisors, RIAs, wealth managers, and advisory teams looking to strengthen client communication, investment insight, and practice growth.

Not necessarily.

Many members use FA Alpha alongside their current workflow.

It complements the tools you already rely on by helping you interpret information, communicate more effectively, and differentiate your advice.

Most advisors can review the core materials in well under an hour.

The goal is not to create more work.

It’s to eliminate unnecessary work.

No.

Research is the foundation.

But the larger objective is helping advisors become more confident communicators, stronger educators, and more valuable strategic partners to their clients.

Immediately after joining.

You’ll receive everything you need to begin using FA Alpha right away.

“You came here because you want to be the most informed advisor in the room.”

 “Now You Have Everything You Need to Be Exactly That.”

 “America’s market is 12x larger than its nearest rival. The opportunity is real. The research is here. The only question is whether you’re going to be the advisor who sees it — or the one who finds out too late.”

Be the Alpha. Become an FA Alpha Totally Risk-Free.
with a 30-day money-back guarantee

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