MoneyTrax offers extensive training and support for Circle of Wealth®.  Included with the system is a significant amount of training in both understanding the functionality of the dynamic client presentations, and understanding the proven advisor scripting that communicates the impactful lessons on each and every screen.   You have everything you need at your fingertips in order to take full advantage of this comprehensive system.

Circle of Wealth® training included with your membership:

Production Accelerator Course: Online, instructor-led program to help you learn and successfully implement the  Circle of Wealth® system into your practice.  Course includes a recordings archive for new members wanting to learn at a faster pace

Kick-start Program: Two-day, face-to-face training in Atlanta, GA where you will learn the complete Circle of Wealth® client process and see all of the core presentations demonstrated

New Member Orientation: Video series to learn what’s included with your subscription, overview of the client process to follow and direction on where to find the additional training resourcesPIC for Webinars 2

Self-Study Training Videos: Video training available online to learn on your own the system, client process and presentations

Educational Webinars: Throughout the year, a professional MoneyTrax trainer hosts interactive webinars discussing practical and effective uses of Circle of Wealth®

Case Study Webinars: Each quarter a practicing licensed advisor walks through a personal client consultation over two sessions and demonstrates how they used the Circle of Wealth® system to benefit their client’s financial situationcow tales cd

Client-conversation Audio Library: 130+ audio stories by founder Don Blanton of the Circle of Wealth® client conversations (COW Tales)

Weekly Podcasts: Two podcast channels are available: COW Tales: Client Conversations and COW Insights: interviews with Don Blanton, company founder and president

TakeNote: A standalone application integrated into the Circle of Wealth® system that makes client note taking easy!

On-Screen Help & Training: Screen by screen embedded textual files, audio recordings and video recordings describing the functionality and advisor scripting.  Learn as you go or get a quick refresher of the presentation you are about to give right before you meet with the client

Dedicated Phone Support: Included with your membership is live customer support provided by our highly trained and dedicated in-house staff

Access to the Joint Work Network: The MoneyTrax community represents hundreds of the industry’s top 1% of producers. Our Joint Work Program is a special network made up of these producers who have also completed several certification programs MoneyTrax offers. They must complete and become a certified MoneyTrax Mentor and demonstrate a passion to give back to the industry and serve others above themselves. As a Circle of Wealth® system owner, you will have access to this exclusive list of top industry talent that is willing to help you.  The Joint Work Program is a referral program to do joint case work. It should be expected that support accessed through this network would be compensated by the sharing of commissions.

Other Training Opportunities:

MoneyTrax offers advanced training courses which supplement the Circle of Wealth® included training.  These courses help advisors reach advanced and mastery skill levels in working with their clients to achieve their financial goals.

Online Courses: Spending Game Fundamentals, Spending Game Advanced, College Planning, and Introduction to Retirement Planning

Mentor Program:  A year-long mentoring and coaching program consisting of quarterly two-day live training events instructed by MoneyTrax founder Don Blanton, MoneyTrax CEO Mark Guthrie, and accomplished practicing advisors who have mastered the Circle of Wealth® system. This program is designed to instruct the advisor at the most detailed level the complete Circle of Wealth® system and how to effectively utilize the tools and process in their own practices. Learn more at moneytrax.com/mentorprogram

Alumni Program: Designed exclusively for COW College and Mentor Alumni to promote advanced Circle of Wealth® continuing education, elite advisor comradery, and ongoing participation with the industry leading MoneyTrax team led by founder Don Blanton, MoneyTrax CEO Mark Guthrie, and other accomplished Circle of Wealth® advisors.  In this program, members will go further, and dig deeper into advanced Circle of Wealth® concepts.

COW College: Two-day, advisor conference hosted in January of each year.  This conference is unique in that it is 100% educational in nature and not a sponsor driven event. Typically, over 800 advisors attend to see the new presentation tools and innovations, to learn the latest communication and sales & marketing strategies, and to attend educational breakout sessions.  Attendees also have the opportunities to see MoneyTrax founder Don Blanton meet with a client live, on stage.  Don demonstrates the Circle of Wealth® client process – all 100% real and unscripted.  Learn more at moneytrax.com/cowcollege.

Advisors can learn more about MoneyTrax training opportunities by scheduling an Advisor Consultation.