Circle of Wealth®

The Circle of Wealth® system is built upon a series of simple communication steps that are strategically placed in a way to motivate prospects and clients to take action. The client process and industry-leading software helps financial advisors attract leads, engage prospects, and convert clients.

The Circle of Wealth® system was founded in 1994 and it has gained national recognition for its unique financial planning approach, intuitive client presentation software, advanced training, and effective marketing tools. Since its inception, they have helped thousands of financial advisors nationally better serve their clients by providing the tools and training necessary to educate and increase their client’s financial Circle of Wealth®.

Core philosophy:  “There is potentially more financial opportunity by avoiding the losses than there may be by picking the winners.”

The system includes:

  • 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 presentations
  • Success Team available to answer questions and offer coaching
  • A Community of Thousands

A key question, Circle of Wealth® advisors ask their prospects and clients: “If what you thought to be true turned out not to be true, when would you want to know?”

Discover how the Circle of Wealth® can help you expand your client base and close more sales:

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