Providing Software, Coaching & Resources for Financial Professionals
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Providing Software, Coaching & Resources for Financial Professionals
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Become a Successful, Trusted Financial Expert
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& stop losing sales
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The Circle of Wealth® will Help You ATTRACT Interested Individuals, ENGAGE Them as Prospects & CONVERT Them into Satisfied Clients
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Attract leads & determine if they are viable prospects
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Engage your prospects with a proven process & visual presentations
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Convert your prospects into satisfied clients that buy
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The Circle of Wealth® will Help You ATTRACT Interested Individuals, ENGAGE Them as Prospects & CONVERT Them into Satisfied Clients
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Attract leads & determine if they are viable prospects
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Engage your prospects with a proven process & visual presentations
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Convert your prospects into satisfied clients that buy
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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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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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Ready to become a Trusted Financial Expert?
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Key Features
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Presentation Software
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100+ presentations for every financial discussion; accessible for almost every device with your data synced in the cloud
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Client Process
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A repeatable client process that identifies viable prospects & converts them into clients that buy & send you referrals
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Cash-flow Tool
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Educate your clients on their overall financial picture & how your recommendations benefit their financial goals.
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Client Management
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Client data, presentation history, notes, to-dos & other record keeping tools built-in
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Scripts
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Word-for-word talk-tracks for every screen with key questions to deliver an effective presentation
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Marketing Resources
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Client-ready videos & documents to support your online presence & build your trusted brand
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Coaching & Training
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Embedded training, live coaching, online courses, webinars, podcasts & more
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Success Team
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Dedicated in-house support team available to answer questions & offer coaching
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Community of Thousands
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A community of successful advisors willing to share their secrets to success with you
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Key Features
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Presentation Software
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100+ presentations for every financial discussion; accessible for almost every device with your data synced in the cloud
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Client Process
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A repeatable client process that identifies viable prospects & converts them into clients that buy & send you referrals
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Cash-flow Tool
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Educate your clients on their overall financial picture & how your recommendations benefit their financial goals.
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Client Management
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Client data, presentation history, notes, to-dos & other record keeping tools built-in
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Scripts
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Word-for-word talk-tracks for every screen with key questions to deliver an effective presentation
settings
Marketing Resources
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Client-ready videos & documents to support your online presence & build your trusted brand
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Coaching & Training
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Embedded training, live coaching, online courses, webinars, podcasts & more
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Success Team
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Dedicated in-house support team available to answer questions & offer coaching
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Community of Thousands
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A community of successful advisors willing to share their secrets to success with you
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Ready to become a Trusted Financial Expert?
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Your Plan to Success
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Sign-up
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Sign-up for Subscription
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Participate
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Participate in the Training
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Present
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Present to Your Clients
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Your Plan to Success
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Sign-up
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Sign-up for Subscription
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Participate
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Participate in the Training
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Present
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Present to Your Clients
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Ready to become a Trusted Financial Expert?
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Success Stories from our Members
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Since 1994, we have helped thousands of advisors, just like you, become successful Trusted Financial Experts ...
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"I now use COW on virtually every client. 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."
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Ed B, CT
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“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!”
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John W, OR
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"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."
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Frank N, CA
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“I thought I already had a spectacular retirement practice. Circle of Wealth® is going to redefine everything I do and know to a level I never imagined!”
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Kathy C, MI
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"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."
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Matt R, MI
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“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.”
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Wes W, TX
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"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."
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Susan E, CT
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Success Stories from our Members
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Since 1994, we have helped thousands of advisors, just like you, become successful Trusted Financial Experts ...
arrow_drop_down_circle
Divider Text
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"I now use COW on virtually every client. 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."
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Ed B, CT
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“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!”
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John W, OR
arrow_drop_down_circle
Divider Text
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"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."
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Frank N, CA
arrow_drop_down_circle
Divider Text
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“I thought I already had a spectacular retirement practice. Circle of Wealth® is going to redefine everything I do and know to a level I never imagined!”
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Kathy C, MI
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"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."
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Matt R, MI
arrow_drop_down_circle
Divider Text
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“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.”
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Wes W, TX
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Divider Text
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"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."
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Susan E, CT
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The Circle of Wealth® presentation tools & advisor coaching will help you take an interested individual, determine if they are a viable prospect, and steadily convert them into a satisfied client who continues to give referrals.
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Pricing
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Monthly Subscription
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for new members
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$400 Start-up Cost
+ $99/mo
+ $99/mo
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Does not require an annual contract
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Annual Subscription
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for new members
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$400 Start-up Cost
+ $999/yr
+ $999/yr
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See What's Included (Here to review)
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Does not require an annual contract
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Enterprise Subscription
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for organizations
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$99/mo or $999/yr
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No Start-up; 5+ Subscriptions
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See What's Included (Here to review)
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Requires an annual contract
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Already a member, need to restart or update your payment (click here)
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Want to Learn More?
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Want to Learn More?
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Sign-up for our TraxFacts e-newsletter
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NAVIGATE
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CONTACT
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Become a Trusted Financial Expert
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(321) 369-9470 | hello@moneytrax.com | Vancouver, WA
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ALL RIGHTS RESERVED. © 2021. | PRIVACY POLICY | TERMS
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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.