The Circle of Wealth® NextGen software runs on Windows, macOS, Android, Apple & your Internet browsers! (Learn more)
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.
How Circle of Wealth® Can Help You
What is the Circle of Wealth®?
The Circle of Wealth® is advisor coaching & training, presentation software, and a process to follow. We will tell you …
What to say … simple and engaging conversations you can have with your prospects and clients to simplify financial concepts
What process to follow to ensure your clients and prospects are engaged and educated about their financial decisions
Want to Learn More?
The Circle of Wealth® significantly improves the level and quality of communication between advisors and their clients and prospects (Learn more)
Get free access to the resources, coaching and training included with a Circle of Wealth® membership (Start my trial)
Learn what to say, what to show and the process to follow first-hand at our Kick-start training (Dates & locations)