- Implementing the Circle of Wealth®
- How to handle objections
- What to cover at annual review
- And more
Coaches Corner
About the Course
Hear the Coaches Discuss ...
Resources
- Six One-hour Video Training Sessions
- Shared documents
- Ability to email coach(es) course related questions
Coaches (Instructors):
Matt Rzepka
Executive Coach & Master Mentor
Matthew L. Rzepka, CPA, CFP® is the owner of Valley Oak, a conglomerate of professional services firms based in southwest Michigan, focusing on tax planning, wealth building, and business advising.
Jeremy Shipp
Executive Coach & Master Mentor
Jeremy Shipp uses first-hand experiences combined with the ability to equate various financial aspects in providing well-rounded retirement advice.
Starr Barnum
Executive Coach & Master Mentor
Starr works 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.
Beatrice Schultz
Executive Coach & CEO of MoneyTrax North Amercia
It’s not every day that a chemical engineer with a Master of Science in management and 25 years in corporate America, makes the shift to financial planning.
Crystal Langdon
Executive Coach & Master Mentor
Crystal is a CFP, Investment Advisor, Qualified Kingdom Advisor, and the founder of Crystal Clear Finances, Inc. Crystal provides clarity so her clients can create and cultivate wealth in the most tax efficient manner.
Beth Walker
Executive Coach & Master Mentor
Beth collaborates with families to create better futures—for their college-bound kids and the parents they leave behind. Beth enthusiastically shares the concepts she wrote about in her book, Never Pay Retail for College.
Fredrick Hicks
Executive Coach & Master Mentor
Fred helps the American middle class and self-employed business owners overcome their concerns about market risk, increasing taxes, mounting debt, and saving enough money to last the duration of their retirement and more.
Ryan King
Executive Coach
It quickly became clear to me as I began April 2003, in the Financial Services world, if you can’t communicate, you don’t eat. It also became apparent that this is one of the most dysfunctional and disjointed Industries I’ve ever seen and yet, I love it to bits.
Coaches (Instructors):
Matt Rzepka
Executive Coach & Master Mentor
Matthew L. Rzepka, CPA, CFP® is the owner of Valley Oak, a conglomerate of professional services firms based in southwest Michigan, focusing on tax planning, wealth building, and business advising.
Beatrice Schultz
Executive Coach & CEO of MoneyTrax North Amercia
It’s not every day that a chemical engineer with a Master of Science in management and 25 years in corporate America, makes the shift to financial planning.
Beth Walker
Executive Coach & Master Mentor
Beth collaborates with families to create better futures—for their college-bound kids and the parents they leave behind. Beth enthusiastically shares the concepts she wrote about in her book, Never Pay Retail for College.
Ryan King
Executive Coach
It quickly became clear to me as I began April 2003, in the Financial Services world, if you can’t communicate, you don’t eat. It also became apparent that this is one of the most dysfunctional and disjointed Industries I’ve ever seen and yet, I love it to bits.
Crystal Langdon
Executive Coach & Master Mentor
Crystal is a CFP, Investment Advisor, Qualified Kingdom Advisor, and the founder of Crystal Clear Finances, Inc. Crystal provides clarity so her clients can create and cultivate wealth in the most tax efficient manner.
Fredrick Hicks
Executive Coach & Master Mentor
Fred helps the American middle class and self-employed business owners overcome their concerns about market risk, increasing taxes, mounting debt, and saving enough money to last the duration of their retirement and more.
Starr Barnum
Executive Coach & Master Mentor
Starr works 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.