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COW COLLEGE 2023 >> LEARN MORE & REGISTER

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COW COLLEGE 2023 >> LEARN MORE & REGISTER

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   * Blog
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   * Contact Us

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Be a Trusted Financial Expert


ENHANCE YOUR COMMUNICATION SKILLS & IMPROVE YOUR CLIENT'S FINANCIAL FUTURE

The Circle of Wealth® system enables financial professionals to effectively
communicate financial concepts and strategies to clients and prospects, ensuring
their understanding and motivating them to take action.

The system combines a proven client process with an extensive suite of software
applications.

Learn More
Get Started



GIVE PROSPECTS A REASON TO MEET WITH YOU



Tap the button below to watch a short video demonstrating how the Circle of
Wealth® helps financial advisors turn prospects into satisfied clients.

Watch Financial GPS Demonstration


A PROVEN PROCESS FOR SUCCESS

The Circle of Wealth® system is built upon a series of simple communication
steps that are strategically placed in a way to motivate prospects and clients
to take action.   The client process and industry-leading software enhances the
financial advisor’s communication skills and improves their client’s financial
future.


ATTRACT LEADS

Presentations and scripts equipping advisors with what to say to engage people
in a positive way and pique their interest in learning more about their
services.


ENGAGE PROSPECTS

A repeatable process for advisors to follow to help their prospects and clients
find money they are losing unknowingly and unnecessarily.


CONVERT CLIENTS

Tools and coaching that gives advisors knowledge and conviction to deliver
financial strategies their clients understand and implement.


JOIN THOUSANDS OF OTHER FINANCIAL ADVISORS USING CIRCLE OF WEALTH®

“It gets clients to understand the concepts that are complex in an easy way
because of these visual representations. At the end of the day, it does bridge
that communication gap between the client and the advisor very, very well.”
Jeff Webb,
Financial Advisor
years helping advisors
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TOOLS TO DIFFERENTIATE YOU

Clients are overwhelmed with generic financial advice and won’t implement a plan
unless it’s from a trusted financial expert. The Circle of Wealth® provides
financial professionals with the tools and training to be seen as a trusted
expert so they can confidently deliver financial strategies their clients
understand and implement.


PRESENTATION TOOLS

100+ presentations for every financial discussion; accessible from every device
with data synced in the cloud.


CLIENT PROCESS

A process that enhances your communication skills & improves your client's
financial future.


COACHING & TRAINING

Embedded training, live coaching, online courses, webinars, podcasts & more.


SCRIPTS

Word-for-word talk-tracks for every screen with key questions to deliver an
effective presentation.


CASH-FLOW TOOLS

Comprehensive cash-flow tool to show how the advisors recommendations benefit
their clients' financial goals.

See Pricing Plans
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BE A TRUSTED FINANCIAL EXPERT

Learn the steps successful advisors incorporate into their process to convert
more prospects to satisfied clients.

Schedule a Demo
Schedule a Demo


COMPANY

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TRAINING

 * COW College
 * Advisor Bootcamp
 * Discovery Webinar
 * Events Calendar


CONTACT

 * (321) 369-9470
 * Contact Us


FOLLOW US

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Copyright © 2024 Circle of Wealth® by MoneyTrax. All rights reserved.

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CIRCLE OF WEALTH® DEMONSTRATION




FOR FINANCIAL PROFESSIONALS


WATCH A DEMO

Watch other successful advisors share the power of the Circle of Wealth® and
learn how a proven approach to client conversations can give you a competitive
edge in our industry.  Click 'Register Now' to sign up for our next Discovery
Webinar, held monthly.

 

Register Now

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