Circle of Wealth by MoneyTrax

Become a Successful, Trusted Financial Expert

& stop losing sales

The Circle of Wealth® presentation tools and 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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Presentation Tools & Advisor Coaching

Attract

Attract Qualified Leads

Engage

Engage Them with a Process

Convert

Convert Them to Satisfied Clients

Ready to become a Trusted Financial Expert?

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Key Features

A proven, repeatable Client Process
Scripts for every screen including key questions to deliver an effective presentation
Coaching and Training to ensure your success
Marketing Resources to support your online presence and build your trusted brand
Intuitive Presentation Software:
- 100+ presentations with presenter notes
- Space-bar-simple so you can present today
- A unique single-screen presentation showing a family’s entire financial picture
- Powerful retirement readiness calculation
- In-depth cash-flow tool and reporting program
- Custom builder tool to assemble your own presentations
Success Team available to answer questions and offer coaching
A Community of Thousands of successful advisors

Cash-flow Tool to Prove Your Recommendations

Set yourself apart by educating, not selling, your clients and prospects on their overall financial picture
and how your recommendations benefit their long term financial goals.

Ready to become a Trusted Financial Expert?

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Since 1994, we have helped thousands of advisors, just like you, become Trusted Financial Experts ...

Success Stories from our Members

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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."

Ed B, CT

“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!”

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."

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!”

Kathy C, MI

"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."

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.”

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."

Susan E, CT

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.

Your Success Plan

Sign-up

Select your subscription below for software & coaching

Participate

Participate in the coaching & practice what you learn

Implement

Deliver financial strategies that your clients will understand & implement

Pricing

$400 Start-up Cost + Subscription (select one below)

Monthly Subscription

for new members

$99

per person, per month

Software subscription
New Member On-boarding Webinar
Getting Started Video Tutorial
Support Team to Help You Get Started
+Everything included with PRO Subscription (here to review)

SIGN-UP NOW FOR $499

Annual Subscription

for new members

$999

per person, per year

Software subscription
New Member On-boarding Webinar
Getting Started Video Tutorial
Support Team to Help You Get Started
+Everything included with PRO Subscription (here to review)

SIGN-UP NOW FOR $1,399

MoneyTrax offers a 30-day money-back guarantee