Become the Trusted Financial Expert Your Clients Rely On
Ask better questions, use engaging visual resources, and create meaningful conversations that lead to better financial decisions and lasting client relationships.
Give Prospects a Reason to Meet with You
Financial GPS is one example of the proven client engagement process and software tools available through Circle of Wealth®. Watch how advisors use visual conversations to answer the four most important financial questions and create meaningful relationships with prospects and clients.
COW Foundations Training Program
Successful advisors need more than products and software to stand apart from the competition. They need a proven process, effective coaching, and practical guidance for communicating financial strategies with confidence.
COW Foundations provides a structured learning experience designed to help advisors become the trusted financial expert their clients rely on.
More Than Software. A Complete Path to Advisor Success.
COW Foundations combines financial education, coaching, real-world examples, and software tools into a structured learning experience designed to help advisors successfully implement the Circle of Wealth® process
COW College 2027 – We Teach AI: Advisor Intelligence
The Circle of Wealth® journey doesn’t end with training. Each year, financial professionals from across the country come together to learn, share ideas, and continue growing.
Join us January 6–8, 2027, in Orlando, Florida, and register by July 31, 2026, to secure the best pricing.
A Proven Process for Success
The Circle of Wealth® follows a simple 10-step communication process that helps advisors create better conversations, build trust, and guide clients toward informed decisions.
Serve Clients Better—and Turn More Prospects into Lifelong Clients!
Download our free 10-Step Guide and discover the process top financial professionals use to uncover hidden inefficiencies, build trust, and deliver better outcomes.
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. Circle of Wealth® combines coaching, training, proven processes, and communication tools that help advisors communicate a plan their clients understand and will implement.
Coaching & Training
Embedded training, live coaching, online courses, webinars, podcasts & more.
Proven Process
A process that enhances your communication skills & improves your client's financial future.
Scripts
Word-for-word talk-tracks for every screen with key questions to deliver an effective presentation.
Client Communication Tools
100+ presentations, visual storyboards and calculators for every financial discussion; accessible from every device with data synced in the cloud.
Cash-Flow Modeling Tools
Interactive cash-flow software tools, including Financial GPS and the Spending Game, that help clients visualize the impact of financial decisions and recommendations.
Why Financial Professionals Choose the Circle of Wealth®
Join thousands of other financial advisors using Circle of Wealth®
Discover the Process Behind the Circle of Wealth® system
Want to Serve Clients More Effectively and Build Lifelong Clients?
Download our free 10-Step Guide and discover the process top financial professionals use to uncover hidden inefficiencies, build trust, and deliver better results.