Blog

How to Build a Solid Relationship with Prospects & Clients

Do you remember your first experience with a financial advisor? I do, I was in my early twenties and a friend of mine gave an advisor my contact information.  At that time, we did not have social […]

October 10th, 2017|News & Events|

Do You Ask Your Clients for Referrals?

Clients are a fantastic resource to meet new potential clients because they’re already seeking your advice. Still, it’s important that you ask in a way that shows your appreciation while giving them details they can share with […]

September 12th, 2017|News & Events|

How to Explain the Personal Economic Model® to Prospects

As part of the Circle of Wealth® system, the Personal Economic Model® allows you to show prospects their current financial situation and how to plan for retirement. It’s yet another way of showing them the value you […]

September 5th, 2017|News & Events|

Do You Have Balance in Your Financial Ecosystem?

by Jeremy D. Shipp CFP®, CLU®, RICP®

(Jeremy is an active Circle of Wealth® member, Master Mentor, and also serves on the Advisory Council for MoneyTrax, Inc.)

I saw a story over the summer that highlighted the importance of […]

August 29th, 2017|News & Events|

Why Work with You? How the Circle of Wealth® Helps Your Prospects

How can you truly help your potential clients see the value in working with you? The Circle of Wealth® system is a fantastic way to show prospects exactly what you do and establish yourself as an agent […]

August 22nd, 2017|News & Events|