A pivital tool in the "Circle of Wealth" system. The Circle Talk is an interactive application that graphically shows your potential client just how you can help them.
The Circle Talk highlights and illustrates eleven basic areas where wealth transfers affect most Americans (your choice of inputs can be completely customized).
• Taxes
• Mortgages
• Estate Planning & Tax
• Credit Cards
• Financing Autos
• Trading Autos
• Opportunity Cost
• Term Insurance
• Long Term Care
• Retirement Planning
• Tax History
Each subject area contains a story line and calculation capability to aid in walking the client through the discussion. With the interactive format, you can use the client's own data to personalize the presentation. By highlighting where people are transferring their wealth unnecessarily the client is left with a strong desire to work with you to solve his problems. He sees that financial products are a small part of his financial success and that the most important component of the process is the knowledge you bring and how to apply it. With this sales track, you maintain control of the discussion and can more easily guide the interview. Concepts are delivered in a highly visual format that provide the client with a much more quick, complete, and thorough understanding of the ways they can benefit by working with you. The ability to personalize your presentation by using the prospect's actual financial picture offers tremendous credibility. Seminars as well as individual meetings are an excellent way to utilize this tool.
You can easily modify your presentation to accommodate either format. More importantly, the flow of the presentation allows you ample opportunity to ask penetrating questions on whether you want this prospect as a client. Finally, at the conclusion of the talk, the client sees you more as a counselor or coach rather than just a product peddler and is positioned to make a decision to work with you at this time.
MoneyTrax programs have two modes. The learn mode provides detail menus and control panels so that you can quickly learn the program. The expert mode provides a clean screen, without controls, for client presentation.
Your purchase includes an interactive computer program which allows you to personalize your client presentations. You may also view or print a suggested Sales Script for each screen. The sales scripts are included in the sales help file.
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Each subject area contains a story line and calculation capability to aid in walking the client through the discussion. With the interactive format, you can use the client's own data to personalize the presentation. By highlighting where people are transferring their wealth unnecessarily the client is left with a strong desire to work with you to solve his problems. He sees that financial products are a small part of his financial success and that the most important component of the process is the knowledge you bring and how to apply it. With this sales track, you maintain control of the discussion and can more easily guide the interview. Concepts are delivered in a highly visual format that provide the client with a much more quick, complete, and thorough understanding of the ways they can benefit by working with you. The ability to personalize your presentation by using the prospect's actual financial picture offers tremendous credibility. Seminars as well as individual meetings are an excellent way to utilize this tool. 
You can easily modify your presentation to accommodate either format. More importantly, the flow of the presentation allows you ample opportunity to ask penetrating questions on whether you want this prospect as a client. Finally, at the conclusion of the talk, the client sees you more as a counselor or coach rather than just a product peddler and is positioned to make a decision to work with you at this time. 
