|
What You Missed at COW College 2010 |
|
For those of you who were unable to attend COW College 2010, we missed you; and I want to share with you just a few of the things you missed.
1: New Software Platform: The first, I am sure you have noticed, was the look and feel of our new software platform. The Circle of Wealth® system is built upon a completely new framework and we are excited about the flexibility the new platform offers. In addition to the total new look, we are busy converting and upgrading every screen in the entire system, which should be completed sometime this year. As the new improvements and updated modules become available, the system will automatically update your computer with those enhancements.
2: College Planning module: We have added a new module to the system called College Planning. This is another area where many people are faced with financial decisions and can potentially transfer hundreds of thousands of dollars away unnecessarily. We also are making available an entire college planning prospecting seminar and training, available through our relationship with College Planning Relief, Inc.
3: Drip Marketing Program: We are constantly asked, "What does the Circle of Wealth® system have available in the area of prospecting?" We now have available our two newest of seven prospecting DVDs: Club vs. Swing and The Most Powerful Bank in the World.
In addition to our MoneyLink newsletters, we have added a Video Vignette drip marketing campaigned that will allow you to send prospects and clients in your database one to two-minute Video Vignettes over the course of the year. We currently have four series to choose from:
· Circle of Wealth concepts
· Golf and Your Money
· College Planning
· “Wealth and Wisdom”
The prospect Drip Marketing Program also allows you to “host” our videos on your website and comes with concierge personal service to help you better serve your clients.
4: Spending Game enhancements: The Spending Game has had several major asset type enhancements including Type 8 which is now Annuities that will allow you to better illustrate any and all types of annuities. We have also greatly enhanced Type 9 accounts, Real Property, which gives you much more flexibility and accurate handling of investment property.
5: New Toolbox calculator: We have also added a major tool to the ToolBox called Retirement Income Alternatives which will allow you to illustrate the difference between conserving ones principal vs. consuming ones principal during retirement. This tool will soon become a “favorite” in your client presentations and our new platform will allow you to save your favorite calculators for easier accessibility.
6: Easier electronic Questionnaire: Tailwind introduced their “Basic” version of the confidential questionnaire, which will take your client much less time to complete and populates the Spending Game giving you a head start in the planning process. For more information, go to Tailwindfs.com
7: COW Tale 16: Be sure an order the newest version for your audio library. This volume includes: Get Your Day Started Right, How Hard Are You Working?, Set Your Schedule To Succeed, and Doctor Patient Relationship.
|
|
|
