Circle of Wealth by MoneyTrax
Presentation Software & Advisor Coaching to Help You
Become a Trusted Financial Expert
& start changing lives
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WATCH DEMO
Presentation Software & Advisor Coaching to Help You
Become a Trusted Financial Expert
& start changing lives
settings
WATCH DEMO
The Circle of Wealth® Will Help You
Attract Qualified Leads
Engage Them with a Process
Convert Them to Satisfied Clients
Tools to Differentiate Your Service
We provide you with the TOOLS, the PROCESS and the COACHING to deliver reliable financial strategies to your client ...
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PRESENTATION TOOLS100+ presentations for every financial discussion; accessible from every device with data synced in the cloud
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CLIENT PROCESS: A proven repeatable client process that identifies viable prospects & converts your prospects into clients that implement
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COACHING & TRAINING: Embedded training, live coaching, online courses, webinars, podcasts & more
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SCRIPTS: Word-for-word talk-tracks for every screen with key questions to deliver an effective presentation
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CASH-FLOW TOOL: Comprehensive cash-flow tool to show how your recommendations benefit your clients' financial goals
Ready to become a Trusted Financial Expert?
The Circle of Wealth® will help you ATTRACT interested individuals, ENGAGE them as prospects & CONVERT them into satisfied clients.
Client-focused Networking + Marketing Support
Success Team

Dedicated in-house support team available to answer questions & offer coaching

Community of Thousands

A community of successful advisors willing to share their secrets to success with you

Marketing Resources

Client-ready videos & docs to support your online presence & build your trusted brand

Getting Started
Getting started with the Circle of Wealth® is ... As Easy As 1, 2, 3.
SIGN-UP
Pick your subscription pricing plan below
PARTICIPATE
Participate in the training & practice what you learn
IMPLEMENT
Deliver financial strategies your clients implement 
Subscription Pricing
Circle of Wealth® subscription includes: Presentation Software, New Member Training, Advisor Coaching, Support Team, Marketing Resources & Community of Thousands
(everything included)
Trial
try it for 14 days
$0
14 days
no credit card required
No credit card required
Monthly
for new members
$99
monthly
+ $400 start-up 
No annual contract required
Annual
for new members
$999
annually
+ $400 start-up 
No annual contract required
Enterprise
for organizations
$999
annually
5+ subscriptions; no start-up
Annual contract required
Already a member, need to restart or update your payment (click here)
Ways to Learn More
What's COW?
See It Demonstrated
Try It for Free
Ready to become a Trusted Financial Expert?
& start changing lives
Hear How We've Helped Other Advisors
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    "I believe in my heart that the Circle of Wealth® family and tools can help you get through the environment we are currently navigating."
    -Matt R, MI.


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    "Doors are opening and my clients are benefiting from the knowledge I have gained. My business is dramatically different from when I was first introduced to COW.  My business looks nothing like it did just 12 months ago.  Through COW I am better at communicating with my clients at a higher level and helping to change their beliefs.  My only regret is I didn't seek you out sooner."
    -Frank N, CA.


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    “Circle of Wealth® gives me the ability to discuss eye-opening concepts to my clients. It has given me confidence to know that I can add value to anyone that I meet. Consequently, my business has grown exponentially. I have been in the business for over 36 years and am confident that my best years lie just ahead.”
    -Wes W, TX.

Sign-up for our weekly Quick Concepts
See the Circle of Wealth® in action!! Our two minute videos are packed with insights that you can apply today.
 
NAVIGATE
TRAINING
SOCIAL
CONTACT
Become a Trusted Financial Expert

(321) 369-9470   |   hello@moneytrax.com  |  Vancouver, WA

ALL RIGHTS RESERVED. © 2021.   |     PRIVACY POLICY    |     TERMS

Circle of Wealth® system provides you with the tools and training to be seen as a Trusted Expert so you can confidently deliver reliable financial strategies to your clients.

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