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.  

What is the Circle of Wealth®?

The Circle of Wealth® is advisor coaching, training, & presentation software along with a 10-step client process to follow with resources to support you at every step. Watch our On-Demand Introduction to the Circle of Wealth® webinar to see it demonstrated (click here).


What to say … simple and engaging conversations you can have with your prospects and clients to simplify financial concepts 

What to show your clients and prospects so they will be able to “see” what you know, not just “hear” what you say


What process to follow to ensure your clients and prospects are engaged and educated about their financial decisions

 

Our Members Say It Best

Presentation Builder is AWESOME!!!

I just wanted to send a note to you and all the brilliant minds at MoneyTrax who have put together such an AMAZING resource as COW.  I'm so excited to learn more and more and I just created my very first custom presentation in the Presentation Builder, adding screens from the modules and creating my own slides to add in and it is AWESOME!!!  I give my presentation tomorrow and am so excited.  Thank you.

Tonya W. from California

Circle of Wealth®
2020-06-25T14:04:46+00:00

Tonya W. from California

I just wanted to send a note to you and all the brilliant minds at MoneyTrax who have put together such an AMAZING resource as COW.  I'm so excited to learn more and more and I just created my very first custom presentation in the Presentation Builder, adding screens from the modules and creating my own slides to add in and it is AWESOME!!!  I give my presentation tomorrow and am so excited.  Thank you.

I now use COW on virtually every client

Thank you for encouraging me to upgrade to the NexGen edition of the Circle of Wealth®. This came at the perfect time for me. I've really enjoyed the training I received. These sessions have been very interesting and they also serve to help me to connect in this time of quarantine. Kudos to all at MoneyTrax, keep up the good work.

Ed B. from Connecticut

Circle of Wealth®
2020-06-25T14:11:09+00:00

Ed B. from Connecticut

Thank you for encouraging me to upgrade to the NexGen edition of the Circle of Wealth®. This came at the perfect time for me. I've really enjoyed the training I received. These sessions have been very interesting and they also serve to help me to connect in this time of quarantine. Kudos to all at MoneyTrax, keep up the good work.

You have helped me and my clients

Yesterday, one of my clients thanked me profusely. And was very interested in taking money out of his HELOC after I told him about what I learned on yesterday’s call. This client actually quoted me by saying, "you found money for me without changing my lifestyle.” He and other clients appreciate the wisdom I have learned and shared.

Susan E. from Connecticut

Circle of Wealth®
2020-06-25T14:14:57+00:00

Susan E. from Connecticut

Yesterday, one of my clients thanked me profusely. And was very interested in taking money out of his HELOC after I told him about what I learned on yesterday’s call. This client actually quoted me by saying, "you found money for me without changing my lifestyle.” He and other clients appreciate the wisdom I have learned and shared.

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 thanks to MoneyTrax my best years lie just ahead.

Wes W. from Texas

Circle of Wealth®
2020-06-25T14:21:49+00:00

Wes W. from Texas

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 thanks to MoneyTrax my best years lie just ahead.

We went from doing a mediocre job on the life insurance side to more than a million dollars of life premium

MoneyTrax has been a real blessing to our Agency as well as the relationships we have formed from coast to coast, with the thousands of users of the system.

Matt C. from Ohio

Circle of Wealth®
2020-06-25T16:26:07+00:00

Matt C. from Ohio

MoneyTrax has been a real blessing to our Agency as well as the relationships we have formed from coast to coast, with the thousands of users of the system.

My business has quadrupled in 1 year

Shanna K. from Nevada

Circle of Wealth®
2020-06-25T17:13:11+00:00

Shanna K. from Nevada

It has revolutionized how I think about money

... and also how I convey those concepts to my clients.

Travis H. from Missouri

Circle of Wealth®
2020-06-25T17:16:00+00:00

Travis H. from Missouri

... and also how I convey those concepts to my clients.

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. from California

Circle of Wealth®
2020-06-25T17:21:51+00:00

Frank N. from California

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.

The Circle of Wealth® can help you get through the environment we are currently navigating.

I believe in my heart that the Circle of Wealth® family and tools can help you get through the environment we are currently navigating. Be sure you are using the tools, the resources and the team to get through it.

Matt R from Michigan

Circle of Wealth®
2020-06-26T14:04:23+00:00

Matt R from Michigan

I believe in my heart that the Circle of Wealth® family and tools can help you get through the environment we are currently navigating. Be sure you are using the tools, the resources and the team to get through it.
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Circle of Wealth®

Want to Learn More?


Attend an Introductory Webinar.  See the Circle of Wealth® demonstrated & get your specific questions answered.  Hosted monthly by advisors who use the system every day with their own clients. (Learn more)

Get a free Trial Membership.  Check it out yourself.  Your trial includes access to the software, advisor coaching, training and the resources available to members. (Start my trial)


Attend our Kick-start Training:  One of the best ways to learn how the system can help you and ultimately your clients.  You will learn new sales ideas and get communication strategies you can implement right away. (Dates & locations)

MoneyTrax, Inc. was founded in 1994 by Don Blanton and has gained national recognition for its unique planning process and easy-to-use client-focused financial software known as the Circle of Wealth® system. While there are many software and communication tools written for the financial professional, there is little available in the financial services industry written from the client’s perspective. [Learn More…]
The Circle of Wealth® is a system that significantly improves the level and quality of communication between financial advisors and their clients. The system is a proven combination of a 10-step client consultation process and an extensive suite of supporting software applications. [Learn More…]

Why Advisors Choose the Circle of Wealth®

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