Click here to visit our 2019 Training Schedule

Included with your Membership

Coaching and Training:

  • Getting Started video tutorial
  • Kick-Start Program: small group coaching hosted quarterly in Atlanta, GA
  • Production Accelerator Course: interactive, online coaching course
  • Training webinars: advisor coaching and case study
  • Self-study, online training courses
  • Podcast hosted by Don Blanton and Mark Guthrie

Member Resources:

  • Video training library
  • Client conversation audio library
  • Scripts library
  • Podcast channel
  • 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:

  • Phone and email support
  • Members website
  • Support knowledge-base website
  • Dedicated and experienced in-house staff

Community of Thousands:

  • Private member LinkedIn group
  • Annual Member Conference

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