Circle of Wealth® by MoneyTrax
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Be a Trusted Financial Expert
Subscription Pricing
Circle of Wealth® provides tools and training to help financial advisors clearly communicate financial strategies to their clients using easily understandable concepts.
Join thousands of other financial advisors who are using our tools and training system.
Monthly
for new members
$99
Billed monthly
+ $400 start-up 
No annual contract required
Annual
for new members
$999
Billed annually
+ $400 start-up 
Want to test drive the tools for 14 days?  Start a free trial
Every plan includes:
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PRESENTATION TOOLS100+ presentations for every financial discussion; accessible from every device with data synced in the cloud
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CLIENT PROCESS: A proven repeatable client process that identifies viable prospects & converts your prospects into clients that implement
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COACHING & TRAINING: Embedded training, live coaching, online courses, webinars, podcasts & more
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SCRIPTS: Word-for-word talk-tracks for every screen with key questions to deliver an effective presentation
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CASH-FLOW TOOL: Comprehensive cash-flow tool to show how your recommendations benefit your clients' financial goals
Ready to Speak with Us?
Learn the steps successful advisors incorporate into their process to convert more prospects to satisfied clients.
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Schedule a Demo
Contact
(321) 369-9470
hello@moneytrax.com
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