Click here to visit our Training Schedule
Events & Programs
- Events below are for prospective members and current members:
- 5-Hour Accelerator Course
- June 24-28, 2024, online 1-2 Eastern (details)
- Bootcamps
- Spending Game Summer School
- July 15-19 in Dayton, TN (details)
- Mentor Program
- 2024 Year-long Program (details)
- Mentor Alumni Training
- August 15-16 in Dayton, TN (details)
- COW College 2025, Annual Advisor Conference
- January 2-4 in Orlando, FL (details)
- 5-Hour Accelerator Course
Member Training
- The Circle of Wealth® subscription includes extensive advisor training:
- Self-Study / On-Demand
- Quick-Start Software Tutorial
- Get Started Training Course
- Video Library of Presentation Demonstrations
- Weekly In-House Training Webinars
- Introduction to the Personal Economic Model
- Introduction to Financial GPS
- Introduction to Spending Game
- Monthly Webinars Hosted by Don Blanton and the Team of Executive Coaches
- Time with the Founder
- Roundtables
- Case Study Webinars
- Screen by screen Help (Key Points, Script & Video Tutorial)
- Support Site with Answers to FAQs & Technical Help Videos
- Self-Study / On-Demand
Topic-Specific Coaching Courses
- The Circle of Wealth® subscription offers members access to a variety of coaching courses:
- Accelerator Course with Don Blanton & MoneyTrax Team
- Retirement Planning Advanced with Jeremy Shipp
- Showcase Course with Executive Coaches
- Financial GPS Course with Starr Barnum
- Business Owners Essentials with Matt Rzepka
- Life Insurance Essentials with Starr Barnum
- Private Reserve Strategy with Beth Walker
- Advanced Tax Strategies with Matt Rzepka
- Real-world Tax with Matt Rzepka
- Marketing Essentials with Coaching Team
- Retirement Planning Fundamentals with Jeremy Shipp
- Spending Game Fundamentals with Noel Edwards & Brian Woodall
- Spending Game: Zero to Hero Presenting with Clients with Matt Kennedy
- Spending Game Case Studies with Jeremy Shipp & Matt Rzpeka
- College Planning Case Studies with Beatrice Schultz & Beth Walker
Member Resources
- The Circle of Wealth® subscription offers members supplementary resources to enhance the process and presentation tools:
- Video training library
- Client conversation audio library
- Scripts library
- Podcast channels
- Client-facing downloadable documents
- Client-ready marketing resources:
- Educational videos
- Newsletter articles / blog posts
- Advisor website samples
- Printable documents
- Client communication assessment too
Success Team
- The Circle of Wealth® subscription offers members assistance aimed at aiding their success:
- Dedicated and experienced in-house staff
- Phone and email support, M-F, 9-5 Central
- 321-369-9470 option 2
- [email protected]
- Members’ website
- Support knowledge-base website
Community of Thousands
- Private member LinkedIn group
- Annual Member Conference (COW College)