Be a Trusted Financial Expert

Turn Prospects into Clients by Focusing on What Matters Most

The Circle of Wealth^® is a powerful software sales system that helps you focus on what matters most — your clients’ goals. By asking the right questions and using simple visuals, the Circle of Wealth^® helps you reduce confusion, uncover opportunities, and serve clients more effectively. Ready to turn great conversations into lasting client relationships? Let us show you how.

Why Financial Professionals Choose the Circle of Wealth^®

A Proven Process for Success

The Circle of Wealth^® system is built upon a series of simple communication steps that are strategically placed in a way to motivate prospects and clients to take action. By improving how advisors serve their clients—through clearer conversations, stronger trust, and better tools—the system helps clients make more informed decisions and build a stronger financial future.

Attract Leads

Presentations and scripts equipping advisors with what to say to engage people in a positive way and pique their interest in learning more about their services.

Engage Prospects

A repeatable process for advisors to follow to help their prospects and clients find money they are losing unknowingly and unnecessarily.

Serve Clients

Tools and coaching that empower advisors to confidently serve their clients with clear, actionable financial strategies—leading to better understanding, implementation, and long-term results.

Serve Clients Better—and Turn More Prospects into Lifelong Clients!

Download our free 10-Step Guide and discover the simple, strategic process top financial professionals use to uncover hidden inefficiencies, build trust, and deliver results.

Tools to Differentiate You

Clients are overwhelmed with generic financial advice and won’t implement a plan unless it’s from a trusted financial expert. The Circle of Wealth^® provides financial professionals with the tools and training to be seen as a trusted expert so they can confidently deliver financial strategies their clients understand and implement.

Presentation Tools

100+ presentations for every financial discussion; accessible from every device with data synced in the cloud.

Client Process

A process that enhances your communication skills & improves your client's financial future.

Coaching & Training

Embedded training, live coaching, online courses, webinars, podcasts & more.

Scripts

Word-for-word talk-tracks for every screen with key questions to deliver an effective presentation.

Cash-Flow Tools

Comprehensive cash-flow tool to show how the advisors recommendations benefit their clients' financial goals.

Give Prospects a Reason to Meet with You

Tap the button below to watch a short video demonstrating how the Circle of Wealth^® helps financial advisors serve more effectively and turn prospects into satisfied, long-term clients.

Join thousands of other financial advisors using Circle of Wealth^®

“It gets clients to understand the concepts that are complex in an easy way because of these visual representations. At the end of the day, it does bridge that communication gap between the client and the advisor very, very well.”

Jeff Webb,

Financial Advisor

years helping advisors

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presentations, scripts, tools

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of financial experts

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Discover the Process Behind the Circle of Wealth^® system

Want to Serve Clients More Effectively and Build Lifelong Clients?

Learn how top financial professionals are using a simple, strategic process to uncover hidden inefficiencies, spark meaningful conversations, and deliver real results. Download our free 10-Step Guide and discover the simple, strategic process top financial professionals use to uncover hidden inefficiencies, build trust, and deliver results.