Circle of Wealth by MoneyTrax

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Become a Trusted Financial Expert

& stop losing sales

SIGN-UP NOW

Become a Trusted Financial Expert

& stop losing sales

SIGN-UP NOW

Presentation Tools & Advisor Coaching

Attract Qualified Leads

Engage Them with a Process

Convert Them to Satisfied Clients

Presentation Tools & Advisor Coaching

Attract Qualified Leads

Engage Them with a Process

Convert Them to Clients

Presentation Tools

Software presentation tools to confidently deliver reliable financial strategies to your clients

Presentation Tools

Software presentation tools to confidently deliver reliable financial strategies to your clients

Ready to become a Trusted Financial Expert?

The Circle of Wealth® will help you ATTRACT interested individuals, ENGAGE them as prospects & CONVERT them into satisfied clients.

SIGN-UP NOW

Key Features

Presentation Software

100+ presentations for every financial discussion; accessible from every device with data synced in the cloud

Client Process

A repeatable client process that identifies viable prospects & converts them into clients that buy

Coaching & Training

Embedded training, live coaching, online courses, webinars, podcasts & more

Client Management

Client data, presentation history, notes, to-dos & other record keeping tools built-in

Scripts

Word-for-word talk-tracks for every screen with key questions to deliver an effective presentation

Marketing Resources

Client-ready videos & documents to support your online presence & build your trusted brand

Cash-flow Tool

Show how your recommendations benefit their financial goals.

Success Team

Dedicated in-house support team available to answer questions & offer coaching

Community of Thousands

A community of successful advisors willing to share their secrets to success with you

Key Features

Presentation Software

100+ presentations for every financial discussion; accessible from every device with data synced in the cloud

Client Process

A repeatable client process that identifies viable prospects & converts them into clients that buy

Coaching & Training

Embedded training, live coaching, online courses, webinars, podcasts & more

Client Management

Client data, presentation history, notes, to-dos & other record keeping tools built-in

Scripts

Word-for-word talk-tracks for every screen with key questions to deliver an effective presentation

Marketing Resources

Client-ready videos & documents to support your online presence & build your trusted brand

Cash-flow Tool

Show how your recommendations benefit their financial goals.

Success Team

Dedicated in-house support team available to answer questions & offer coaching

Community of Thousands

A community of successful advisors willing to share their secrets to success with you

Your Success Plan

Sign-up for a Subscription

Participate in the Coaching & Training

Deliver Strategies Clients Implement

Your Success Plan

Sign-up for a Subscription

Participate in the Coaching & Training

Deliver Strategies Clients Implement

Pricing

Monthly Subscription

for new members

$400 Start-up Cost
+ $99/mo

See What's Included (Here to review)

SIGN-UP NOW - $499

Does not require an annual contract

Annual Subscription

for new members

$400 Start-up Cost
+ $999/yr

See What's Included (Here to review)

SIGN-UP NOW - $1,399

Does not require an annual contract

Enterprise Subscription

for organizations

$99/mo or $999/yr

No Start-up Cost; 5+ Subscriptions

See What's Included (Here to review)

REQUEST INFO

Requires an annual contract

Already a member, need to restart or update your payment (click here)

Ways to Learn More

What's COW?

WATCH INTRO

See it Demonstrated

WATCH DEMO

Try It for Free

START TRIAL

Ways to Learn More

What's COW?

WATCH VIDEO

See it Demonstrated

WATCH DEMO

Try It for Free

START TRIAL

Ready to become a Trusted Financial Expert?

The Circle of Wealth® will help you ATTRACT interested individuals, ENGAGE them as prospects & CONVERT them into satisfied clients.

SIGN-UP NOW

Success Stories from our Members

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

“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