Basic Training Description:
Prospective Users:
Today's clients have complex issues they face when it comes to their money. You can solve those issues but can the client truly understand your advice? By having your clients truly understand your solutions, they will better trust your advice. They will not only "want" to do business with you, they will also be engaged and follow you through the planning process. This training will show you how to communicate solutions in a way that the client will comprehend. "This training will change your life and practice forever." A common quote from past attendees, read more testimonials CLICK HERE.
System Owners:
It is our desire to ensure that every professional who purchases our system finds success using it. We understand your time is limited and most of that time should be spent speaking with clients not studying for hours a day. Our Two-Day Basic Training is the most rapid and efficient way to learn the Circle of Wealth® system process. Classes are taught quarterly in Atlanta, GA by MoneyTrax founder, Don Blanton.
What You will Learn:
- "Experience" our proven 10-Step Sales Process from A-Z and the discussions to have during each step.
- How to navigate through the Circle of Wealth® software modules and where they fit during the sales process.
- How to easily communicate and simplify complex concepts and solutions so your clients "get it."
- How to show your clients the effects of "transferred money" and how to recapture that money for them.
- How different investment vehicle types work and the effects of taxable, tax-deferred, and tax free investments.
- How to prove that cash-value permanent life insurance can be a viable and effective retirement funding tool.
- And much more.
Current Schedule: Click Location/Date For Details:
Additional Information:
By Registering You Agree To The Following:
- $1000 per person including agents, staff, and guests.
- First day dinner will be provided; second day lunch will be provided.
- Other meals, accommodation, and travel expenses are your responsibility.
- No registration at the door, you must pre-register online (see below).
- Dress is business casual - No Denim / All shirts must have collars.
CANCELLATION / NO-SHOW Policy:
Due to the per-person costs associated with hosting a training event, we must enforce the following refund policy for this event: Cash refunds are not available. Credit will be given which can be used for a different training or any other MoneyTrax product or service. Cancellation within seven (7) days of the event incurs a $100 service fee.
Select Class Below to Register
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