About Valerie Plewak

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So far Valerie Plewak has created 44 entries.

Do You Ask Your Clients for Referrals?

Clients are a fantastic resource to meet new potential clients because they’re already seeking your advice. Still, it’s important that you ask in a way that shows your appreciation while giving them details they can share with […]

September 12th, 2017|News & Events|

How to Explain the Personal Economic Model® to Prospects

As part of the Circle of Wealth® system, the Personal Economic Model® allows you to show prospects their current financial situation and how to plan for retirement. It’s yet another way of showing them the value you […]

September 5th, 2017|News & Events|

Do You Have Balance in Your Financial Ecosystem?

by Jeremy D. Shipp CFP®, CLU®, RICP®

(Jeremy is an active Circle of Wealth® member, Master Mentor, and also serves on the Advisory Council for MoneyTrax, Inc.)

I saw a story over the summer that highlighted the importance of […]

August 29th, 2017|News & Events|

Why Work with You? How the Circle of Wealth® Helps Your Prospects

How can you truly help your potential clients see the value in working with you? The Circle of Wealth® system is a fantastic way to show prospects exactly what you do and establish yourself as an agent […]

August 22nd, 2017|News & Events|

All Aboard! Taxes, Compound Interest and the IFR Train

Four of your financial planning clients board a train at the same location. Once on board they begin to talk and compare the cost of their tickets. The clients are shocked to discover that each of them […]

August 15th, 2017|News & Events|