The primary agenda for the webinar is to give you a high level overview of the Circle of Wealth^® sales process by looking at real world case examples based on the market you serve. Unless invited for a group call, we host our webinars on a personalized call to better serve you and answer your questions directly! It is ideal for you to review how the software interface works prior to the call. To make the best use of your time, review the steps below prior to attending a webinar. 

2 Steps to Complete Prior to Webinar:
(Can be completed in one evening or over a few lunch breaks)

Step 1: Visit the "First Time Visitor" section of our website to get a brief introduction to MoneyTrax, Inc. Simply move to step 2 if you have already seen this. 

Step 2: The Circle of Wealth^® System follows a simple 10-Step process that covers four major areas: The Opening Interview, Finding the Money, Where to Put the Money, and Illustrating Alternatives. Click Here to visit our "Video Tour" and watch the five suggested videos underlined below. These are complete walk through videos of the software modules that are used as you meet with clients.

We have highlighted the suggested areas of the sales process you would use each module. You are welcome and encouraged to watch all of the videos but please be sure to review the 5 underlined below to understand how the Circle of Wealth^® software illustrates the Four Major Areas of the Sales Process:

- First Area - The Opening Interview: What do you do? What makes you unique? Why should a client do business with you? Watch the Circle Talk video to see how we answer these questions in a way that ties your prospect to want to work with you!

- Second Area - Finding the Money: Circle Talk makes a promise to the client "If I can find the money will you work with me?" Your clients know they need to save more, but the only place they think to look is lifestyle--which is not a pleasant thought. What if you could find the money they need to save without affecting their lifestyle and in many cases may even increase their lifestyle during the process! Would that make more people "want" to work with you? ... Of course, it would! Watch the Mortgage Master (it is about cash flow NOT cash out), Qualified Plans , and Tax Master which are the 3 primary areas we find money.

- Third and Fourth Area: We will cover #3 Where to Put the Found Money and #4 Illustrating Alternatives during our live call.

What About Distribution? We think you will find that we have an industry leading edge in the area of distribution! Easily find the strategy that ensures the "40-50 year olds" (accumulators) will have enough to retiree and not run out of money. "Find The Money" your "65 and overs" can spend without running out to early! Watch the Spending Game .

Webinar Agenda:

• 75 Minute Audio/Visual Presentation With Open Q/A 
• Experience the Client Sales Process from A-Z
• Learn How Easy The System Is To Navigate
• Learn About Our Extensive CE & CFP Certified Training Programs
• Learn About Total Cost of Start Up, Learning Curve, Training Resources, and What to Expect 

Webinar Format: Live Screen Sharing over the web + audio conference via telephone.

How to Schedule a Call:

For Groups Only: If you received an invitation from your company to join a pre-scheduled call than please sign up at www.moneytrax.com/webmeeting

Individuals: For a personal system presentation visit www.moneytrax.com/webinar or click the button below. You may also call us with any questions and to schedule a time now at 321-369-9470 option1