Learn how to use the Circle of Wealth® tools to confidently demonstrate financial concepts so your clients “get it” and want to move forward with your recommendations.
About the training...
Clients face complex issues when it comes to their money – inflation, debt, taxes, etc. You can solve those issues, but can the client comprehend and trust your advice. This training will show you how to use the Circle of Wealth® to communicate solutions in a way they'll understand and build trust along the way.
What you will learn...
To educate your clients with a process vs. selling them a product
A proven repeatable client process that will help your clients avoid unnecessary wealth transfers.
To find the money for your clients and prospects by focusing on five key areas (Mortgages, Taxes, Qualified Plans, Education & Major Purchases)
Prospecting tips and the tools to help you attract interested individuals and increase your referral business
How to increase your life production along with the sale of every other product you sell
Instructed by Starr Barnum...
Starr Barnum has been in the financial services business for 18+ years, working primarily with families and business owners. He uses a unique approach in that he helps people find money that they're currently transferring away unknowingly and unnecessarily. (More about Starr)
Date & Location
Future Date(s) & Location(s) to be determined
Email training@moneytrax.com to request to be notified when we determine our next Bootcamp's date and location
