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.

Presentation Tools & Advisor Coaching
Attract Qualified Leads
Engage Them with a Process
Convert Them to Satisfied Clients
Ready to become a Trusted Financial Expert?
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
  • 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?

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

Select your subscription below for software & coaching


Participate in the coaching & practice what you learn


Deliver financial strategies that your clients will understand & implement

$400 Start-up Cost + Subscription (select one below)
Monthly Subscription
for new members
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)
Annual Subscription
for new members
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)
MoneyTrax offers a 30-day money-back guarantee
Ways to Learn More
2-minute video explaining the Circle of Wealth®
On-demand recording & live webinar to answer questions
14-day trial to the software, coaching & resources
Sign-up for our TraxFacts e-newsletter
Become a Trusted Financial Expert

(321) 369-9470   |  |  Vancouver, WA