Program Description:
The MoneyTrax Mentor Program is our most in-depth and exclusive training opportunity. MoneyTrax founder Don Blanton will personally take you under his wing for a full year of mentorship, and the benefits don’t end there! Don will cover many advanced sales ideas and help you with case development using the Spending Game.
The real power of the Mentor Program is found in how you will master the process and understand the unique psychology behind every step you take with a client. We are in a belief changing business; however, few will change their beliefs based on facts or numbers. You MUST learn the proper art of communicating these concepts, if you are to be successful! The Mentor Program has a primary focus—making you a master of communication! If you want to improve your closing rate to nearly 100%, then the Mentor Program will bring you to that level.
Program Features At-A-Glance:
- Four two-day live mentor sessions with company founder Don Blanton and a Master Mentor
- Included access to MOU2 (MoneyTrax Online University - Mentor Edition)
- Included membership in the MoneyTrax Case Study Program
- 24/7 access to submit cases for review and suggestions by Don
- 24/7 access to submit a question directly to Don
- Accountability/study partner to help you practice the concepts and tools
- Weekly production tracking, allowing you to focus on your needs
- Competency exams to keep you on track and refine your knowledge level
- Homework and exercises to complete between sessions
- Certified Mentor designation upon completing the program and passing the written competency exam
- Master Mentor designation upon passing both the written competency exam and oral online exam administered by Don
- Active and Graduate Mentors receive $500 cash for each agent they refer who purchase the Circle of Wealth® system
- Mentors who achieve Master status can participate as advisors in the Joint Case Program
- Upon completion of the program you may re-visit any live session for $500 per session
- Upon completion of the program you may re-take the program for $2000 or $200 per month over 10 months! Why? “You can never learn less” We added this option after receiving multiple requests from Graduate Mentors who wanted to repeat the program. This was not because they did not get what they needed out of the first time, rather because they got so much. They wanted to re-connect with Don, the accountability, and re-hone their skills. The system continues to evolve and we encourage our Graduate Mentors to re-attend the program for at a reduced cost
Live Session Topics:
These are open sessions where you will be encouraged to ask questions, offer feedback, and discuss any specific needs you are having. In addition, Don has a special evening planned at his home for all groups that meet in Atlanta.
Session 1: Circle Talk & Spending Game Strategies: If you think you know this script by script think again. There is much more to having an effective Circle Talk (and opening interview as a whole) than knowing the script and the concepts on the 13 screens in the software. Master this and everyone you talk to will WANT to work with you in a PROFOUND WAY!
Session 2: Mortgage Master & Spending Game Strategies: These concepts are a big change in beliefs for many people. Learn how to understand what your client believes and why. Once you understand where they are you can perfect your communication so everyone will understand what is true and take action on it!
Session 3: Tax Master, Qualified Plans, and Spending Game Strategies: The most successful producers are those who can find the money. Would it change your business and your client’s future if you consistently were able to find 15-20% of their income annually without affecting their lifestyle?
Session 4: College Funding, Toolbox, and Spending Game Strategies: Learn how to stand out in your community and attract more clients by helping them avoid one of the biggest financial mistakes families make: College Funding. Learn how MoneyTrax strives to offer you every financial tool and calculator you will ever need. “If we don’t have the calculator or tool you are looking for tell us, we will build it.” Learn just how deep this promise goes and harness the power that is at your finger tips in the Circle of Wealth® software system!
MoneyTrax Online University - Mentor Edition (MOU2)
MOU2 is included when you sign up for the Mentor Program and is an upgrade to our standard MOU account. Our Mentor Edition MOU2 offers many additional features to keep you plugged in including a meetonlinenow.com webinar account, sales tips, my last appointment, discussion boards, file sharing, and much more. Mentors may also access beta releases of what our development team is working on in the MOU2 download section. Click Here to learn more about our standrd MOU account.
MOU Key Features
- Our most complete “nuts and bolts” training on the Circle of Wealth® software modules
- Updated content based on the newest system components and features
- Archived lessons that you can review time and time again
- Live support to ask basic questions about course topics
- Includes license for two computers
Case Study Program Access Included:
Active Mentors enjoy included access to the MoneyTrax Case Study Program which focuses on evaluating, designing and presenting real-world case scenarios using the Circle of Wealth® system tools and techniques. The program consists of two case studies per month (Mentors are not limited to the number of cases they can seek review) which are distributed using the MoneyTrax Case Study Interface (CSi). $100 monthly fee required to maintain access once you graduate the Mentor Program. Click Here for more detaisl about this program.
Case Study Key Features:
- You will have 24/7 access to review current & all archived case studies
- You will have peer-to-peer case discussion forum
- You will have the ability to submit questions about the case
- You will have the opportunity for insight from some of our most successful advisors
- You will have access to a "live" follow-up online conference call with Don Blanton
Case Support Guidelines:
Don will offer insight and suggestions on cases you are working. You must complete the “Submit a Case” questionnaire in MOU2 and send the Spending Game file of the case to Don. Don will offer his advice and suggestions for an action plan.
Additional Help With Cases:
In an
effort to provide even more value to the program one of our Advisory
Council members will be at each live session assisting Don. Advisory
Council members are Master Mentors and have received our top
certification. They are there to help Don and can offer personal
attention to help you with problem areas as well as cases you are
currently working on.
Certified Mentor / Alumni:
Once you complete all four sessions of the program and pass the written competency exams, you will then be awarded the status of Certified Mentor. Certified Mentors are invited to special advanced training sessions, think-tank meetings, and are encouraged to become a Master Mentor by taking the oral exam given by Don.
Requirements to join:
All candidates must have a general understanding of how the COW software operates and are practicing the 10-Step Sales process with clients. We expect that you have attended a Basic Training or COW College and completed the Study Group program prior to joining. For a consultation and to see whether or not you are ready for the Mentor Program, call (321) 369-9470 option 1.
Guarantee Qualifications:
If you do not reach the minimal production level of $250,000 in life premium within the 12-month program, you can attend a future Mentor Group at no additional cost (basic food and hard expenses currently $250 per live session and travel/accommodations are required) until you reach the $250,000 level. The following is required to receive this guarantee:
- You have completed the 12-month program
- You have paid the full $8,000 program fee
- You have attended all four live sessions
- You submitted your weekly online report as required
- You passed the competency exams (make up is available and required during the program if you do not pass the first time)
- You submitted your weekly report as required
By Joining You Agree To The Following:
- I will be charged $8,000 for this program (whether I attend all four sessions or not)
- The $800 deposit is nonrefundable and nontransferable
- Accommodation and travel expenses are my responsibility
- Dinner will be provided on the first day; lunch will be provided on the second day.
- I have read and understand the payment options and program guarantee.
- To ensure my personal success and the success of my fellow mentors, I must fully participate in and commit to the full 12-month program.
- Unforeseen circumstances and conflicts can occur over the 12-month period; I will communicate any conflicts with the group and be open to changing the live session date to accommodate conflicts as they arise.
- Weekly online reporting is required.
- Dress is Business casual - No Denim / All shirts must have collars
Program Investment: ($8000)
Monthly Option ($800/month): You will immediately be charged an $800 non-refundable binder to hold your spot in the class. MOU-Standard and access to the Case Study Program will be turned on immediately so you can begin studying right away. This deposit will be applied to your 10th or final payment of the $8000 balance. We will bill you $800 per month for nine (9) months. CLICK HERE to pay your $800 deposit and to sign-up for the monthly program payment plan.
Current Groups:
Mentor Group 12 (Location Atlanta, GA)
Mentor Group 13 (Location Atlanta, GA)
Mentor Group 14 (Location Atlanta, GA) Open For Enrollment
To Register By Paying Your $800 Binder Click Here
To Pay In Full Select "Add To Cart below"
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