Advisor Training

The Circle of Wealth® system includes comprehensive coaching and training to ensure financial advisors achieve success with our tools and resources

Click here to visit our Training Schedule

Events & Programs

Member 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

Topic-Specific Coaching Courses

Member Resources

  • 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 tool

Success Team

  • Dedicated and experienced in-house staff
  • Phone and email support, M-F, 9-5 Central
  • Members’ website: https://members.moneytrax.com
  • Support knowledge-base website: https://support.moneytrax.com

Community of Thousands

  • Private member LinkedIn group
  • Annual Member Conference (COW College)

Start your free trial today to learn more about the Circle of Wealth®here to start your free trial

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