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MoneyTrax, Inc., and the “Circle of Wealth” System were founded in 1994 to help financial services professionals significantly improve the level and quality of communication with clients. The core business of MoneyTrax is to facilitate, develop, and distribute innovative programs that more effectively identify and explore the negative impact of wealth transfers in the building of wealth. Current programs take potential clients from the introductory meeting through a range of discussions on the various types of wealth transfers and process-oriented solutions. These discussions include but are not limited to taxes, qualified and non-qualified plans, mortgages, the accumulation and distribution of assets, and the overall wealth-building process. While there are many software and sales tools written for the agent or financial advisor, there is little available in the financial services industry written for the client. The “Circle of Wealth” System created by MoneyTrax aids the representatives in communicating with their clients. |
