Easily Communicate Financial Concepts and Strategies
Circle of Wealth® system is a communication tool to help financial advisors educate their clients on financial concepts and strategies so they get it and want it. The system is a combination of presentation software, client process, and coaching.
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Hear from our president and other Trusted Financial Experts that have benefited from the Circle of Wealth®
A Proven Process for Success
Attract and convert prospects into satisfied clients and be seen as a Trusted Financial Expert. The Circle of Wealth® helps financial advisors’ explain financial concepts and strategies so their clients and prospects get it.
Attract Qualified Leads
Engage Leads as Prospects
Convert to Satisfied Clients
Join thousands of other financial advisors using Circle of Wealth®
Communication Tools to Differentiate You
Clients are inundated with generic financial advice and won’t implement a plan unless it’s from a trusted financial expert. Circle of Wealth® 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.
Presentation Tools
100+ presentations for every financial discussion; accessible from every device with data synced in the cloud.
Client Process
A proven repeatable client process that identifies viable prospects & converts your prospects into clients that implement.
Coaching & Training
Embedded training, live coaching, online courses, webinars, podcasts & more.
Scripts
Word-for-word talk-tracks for every screen with key questions to deliver an effective presentation.
Cash-Flow Tools
Comprehensive cash-flow tool to show how your recommendations benefit your clients' financial goals.