Circle of Wealth by MoneyTrax

Presentation Software & Advisor Coaching to Help You

Become a Trusted Financial Expert

& start changing lives

GET STARTED

WATCH DEMO

Presentation Software & Advisor Coaching to Help You

Become a Trusted Financial Expert

& start changing lives

GET STARTED

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 ...

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

CLIENT PROCESS: A proven repeatable client process that identifies viable prospects & converts your prospects into clients that implement

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 TOOL: Comprehensive cash-flow tool to show how your recommendations benefit your clients' financial goals

WATCH DEMO

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.

GET STARTED

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

14 days

no credit card required

START TRIAL

No credit card required

Monthly

for new members

$99

monthly

+ $400 start-up

SIGN-UP $499

No annual contract required

Annual

for new members

$999

annually

+ $400 start-up

SIGN-UP $1,399

No annual contract required

Enterprise

for organizations

$999

annually

5+ subscriptions; no start-up

REQUEST INFO

Annual contract required

Already a member, need to restart or update your payment (click here)

Ways to Learn More

What's COW?

WATCH VIDEO

See It Demonstrated

WATCH DEMO

Try It for Free

START TRIAL

Ready to become a Trusted Financial Expert?

& start changing lives

GET STARTED

Hear How We've Helped Other Advisors

"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.
"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.
“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.