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 […]
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 […]
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 […]
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 […]
One area nearly all your financial planning clients wants help with is retirement. They want to know: How long will I need to work? How much do I need to save? What rate of return do I […]