Circle of Wealth by MoneyTrax
 
Become a Trusted Financial Expert
& stop losing sales
 
Presentation Tools & Advisor Coaching
Attract Qualified Leads
Engage Them with a Process
Convert Them to Satisfied Clients
Presentation Tools & Advisor Coaching
Attract Qualified Leads
Engage Them with a Process
Convert Them to Clients
Presentation Tools
Software presentation tools to confidently deliver reliable financial strategies to your clients
Presentation Tools
Software presentation tools to confidently deliver reliable financial strategies to your clients
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.
Key Features
Presentation Software

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

Client Process

A repeatable client process that identifies viable prospects & converts them into clients that buy

Coaching & Training

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

Client Management

Client data, presentation history, notes, to-dos & other record keeping tools built-in

Scripts

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

Marketing Resources

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

Cash-flow Tool

Show how your recommendations benefit their financial goals.

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

Key Features
Presentation Software

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

Client Process

A repeatable client process that identifies viable prospects & converts them into clients that buy

Coaching & Training

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

Client Management

Client data, presentation history, notes, to-dos & other record keeping tools built-in

Scripts

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

Marketing Resources

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

Cash-flow Tool

Show how your recommendations benefit their financial goals.

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

Your Success Plan
Sign-up for a Subscription
Participate in the Coaching & Training
Deliver Strategies Clients Implement
Your Success Plan
Sign-up for a Subscription
Participate in the Coaching & Training
Deliver Strategies Clients Implement
Pricing
Monthly Subscription
for new members
$400 Start-up Cost
+ $99/mo
Does not require an annual contract
Annual Subscription
for new members
$400 Start-up Cost
+ $999/yr
See What's Included (Here to review)
Does not require an annual contract
Enterprise Subscription
for organizations
$99/mo or $999/yr
No Start-up Cost; 5+ Subscriptions
See What's Included (Here to review)
Requires an annual contract
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
Ways to Learn More
What's COW?
See it Demonstrated
Try It for Free
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.
Success Stories from our Members
Since 1994, we have helped thousands of advisors, just like you, become successful Trusted Financial Experts ...
“I just bought the system and even tho’ I fumbled my way thru my first presentation, they loved the concept and the 4 presentations I used were SO GOOD!” - John W, OR

Success Stories from our Members

Since 1994, we have helped thousands of advisors, just like you, become successful Trusted Financial Experts ...
“I just bought the system and even tho’ I fumbled my way thru my first presentation, they loved the concept and the 4 presentations I used were SO GOOD!” - John W, OR
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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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