MoneyTrax offers client facing educational videos, vignettes, and printed materials to help advisors expand their market reach.  Below are our newly released 2021 animated marketing videos for members:


Client-ready Documents: 

  • Ready for print: Prospecting postcards, referral business cards, 10-step process brochures, Interest surveys, Personal Economic Model® graphic, and more.
  • Ready to share: Blog and newsletter articles

Marketing Videos:

  • These videos are offered as an embedded video player hosted on the advisor’s website:
    • Thirteen 1-2 minute animated videos that deliver a client facing standalone financial concept.
    • Ten professionally produced 5 to 10 minute videos which convey important financial concepts that clients need to know, like retirement planning, mortgage strategies, Qualified Plan trade offs, and the power of asset access.
    • Over 80 1-2 minute video vignettes that deliver a client facing standalone financial concept.

Advisor Website:

  • Sample professional website demonstrating the use of Circle of Wealth® marketing materials, core philosophies, and overall 10 step client process

Sign-up for a free trial today to learn more about the Circle of Wealth® – here to start your free trial