How to position the Personal Economic Model® & the Circle of Wealth® philosophies into your everyday customer reviews
How to effectively communicate the impact that cash flow plays on one’s overall financial decisions
How to communicate opportunities that exist for your customers that will increase your P&C sales
How drive your P&C customers to the financial services side of your business
How to "find the money" for your customers to help pay for the financial products they want & need
How to implement the Circle of Wealth® into your existing practice from peers who lead succesful P&C teams
Three Sessions: June 17-18, 2019, Sept 9-10, 2019, Dec 10-11, 2019
Make-up Session: Feb 11-12, 2020*
Class times: 9 am to 5 pm; 9 am to 2 pm (includes lunch both days)
Location: Heritage Eagle Bend Country Club, 23155 E Heritage Pkwy. Aurora, CO 80016
*If you unable to attend any of the previous sessions, the February 11-12, 2020 will be a make-up session. Material will be a review of what was covered during the previous sessions. Group members who have attended all of the previous sessions can also attend as a bonus.
Don Blanton, Circle of Wealth® founder and president of MoneyTrax, Inc.
Don is a nationally sought-after seminar speaker, addressing the top financial planners in the country who utilize his unique communication style and tools to work with their individual clients.
If what you thought to be true, turned out not to be true, when would you want to know?