The Circle of Wealth® by MoneyTrax has helped thousands of financial advisors better serve their clients by providing the tools and training necessary to educate and increase their client’s financial circle of wealth. We operate under the philosophy that there is potentially more financial opportunity by avoiding the losses than there may be by picking the winners.
How Circle of Wealth® Can Help You
What is the Circle of Wealth®?
The Circle of Wealth® is advisor coaching & training, presentation software, and a process to follow. We will tell you …
What to say … simple and engaging conversations you can have with your prospects and clients to simplify financial concepts
What process to follow to ensure your clients and prospects are engaged and educated about their financial decisions
Want to Learn More?
Attend an Intro to Circle of Wealth® Overview Webinar. See the Circle of Wealth® demonstrated & get your specific questions answered. Hosted monthly by two Circle of Wealth® advisors. (Learn more)
Get a free 14-day trial Circle of Wealth® membership. Try it out yourself. Trial includes access to the software, coaching and training and the member resources. (Start my trial)
Attend our Kick-start Training: One of the best ways to learn what the Circle of Wealth® is all about. You will also learn new sales ideas and get communication strategies you can implement right away. (Dates & locations)