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 to move forward with the advisor's recommendation(s). The system is a combination of presentation software, client process, and coaching.
Give Prospects a Reason to Meet with You
Click button below to watch a short video demonstrating how the Circle of Wealth® can help you turn your prospects into satisfied clients.
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 advisors explain financial concepts and strategies so their clients and prospects get it and want to move forward with their recommendations.
Attract Qualified Leads
Engage Leads as Prospects
A repeatable process to help families find money they are losing unknowingly and unnecessarily.
Convert to Satisfied Clients
Tools and coaching that gives you knowledge and conviction to deliver reliable financial strategies your clients can understand.
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.