Be a Trusted Financial Expert
The 5-Hour Accelerator Course
Sep 23 - 27 • 1 to 2 p.m. Eastern
Spread across five days with just one hour of commitment each day – this course will provide a quick and easy way to learn our proven client process and essential presentations to find success with the Circle of Wealth® system.
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About the Course
By dedicating just one hour a day over the span of five days, you'll learn our time-tested client process and essential presentations. These skills will empower you to demonstrate financial strategies with confidence, effectively turning prospects into satisfied clients who eagerly implement your recommendation.
Learn
  • The proven 10-Step Process 
  • The software presentations and where they fit during the process
  • The five key areas to find the money (financial inefficiencies)
  • How different investment vehicle types work
  • How to sell more of every financial product, not just life insurance
  • And much more
Demonstrate
  • An opening discussion for every client type
  • The four important financial questions everyone wants to know and how you answer them
  • Finding and explaining financial inefficiencies
  • The benefits of a private reserve
  • How your recommendations directly benefit your prospect's financial future
Resources
  • Five, one-hour sessions:
    • Jun 24, 25, 26, 27 & 28
    • 1 to 2 p.m. Eastern
  • All sessions recorded
  • Shared documents
  • Ability to ask questions during live sessions
  • Ability to email coach(es) course related questions
About the Course
Over the span of five days, dedicating just one hour each day, you'll learn our time-tested client process and essential presentations. These skills will empower you to demonstrate financial strategies with confidence, effectively turning prospects into satisfied clients who eagerly implement your recommendation.
Learn
  • The proven 10-Step Process 
  • The software presentations and where they fit during the process
  • The five key areas to find the money (financial inefficiencies)
  • How different investment vehicle types work
  • How to sell more of every financial product, not just life insurance
  • And much more
Demonstrate
  • An opening discussion for every client type
  • The four important financial questions everyone wants to know and how you answer them
  • Finding and explaining financial inefficiencies
  • The benefits of a private reserve
  • How your recommendations directly benefit your prospect's financial future
Resources
  • Five, one-hour sessions:
    • Sep 23, 24, 25, 26 & 27
    • 1 to 2 p.m. Eastern
  • All sessions recorded
  • Shared documents
  • Ability to ask questions during live sessions
  • Ability to email coach(es) course related questions
Your Instructors
 
Founder
DON BLANTON
 
 
Support
BRIAN WOODALL
 
 
 
Agent Help
NOEL EDWARDS 
 
Training & Marketing
VALERIE PLEWAK
Join thousands of other financial professionals using the Circle of Wealth®.
$500
Starting Sep 23rd
Five Sessions, One A Day
Sep 23-27, 1-2 pm Eastern
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Testimonial from past course attendees

“I've been in the business for over 33 years and I didn't find Circle of Wealth® until after 18 years, it was a total game changer for me.”

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Sander Smith - Financial Advisor

"Taught me how to use the entire program on a whole different level!"

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John K. - Dayton, OH

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