The Circle of Wealth® is more than just software—it’s a complete system that helps you uncover opportunities, simplify complex concepts, and guide clients toward confident decisions. With the right questions, clear visuals, and a proven process, you’ll inspire trust, win business, and turn great conversations into lasting relationships.
Be a Trusted Financial Expert — and Hear “Yes” More Often
Be a Trusted Financial Expert — and Hear “Yes” More Often
Step 1: Review Short Intro Videos
Step 1: Review Short Intro Videos
Below are a few of our most powerful presentation tools—created to help you confidently guide clients toward financial solutions that match their values and goals. Paired with our ongoing coaching and training, these tools make complex ideas clear, build trust faster, and help you hear yes more often throughout every step of the client journey.
Step 2: See It in Action – Watch a Demo
Step 2: See It in Action – Watch a Demo
Get an inside look at the Circle of Wealth® in action with our on-demand demonstrations. See how our tools make client conversations easier to follow, boost engagement, and turn complex planning into clear, confident decisions.
Choose from three demos below and watch how they help you hear yes more often.
Choose from three demos below and watch how they help you hear yes more often.
Step 2: See It in Action – Watch a Demo
Step 2: See It in Action – Watch a Demo
Get an inside look at the Circle of Wealth® in action with our on-demand demonstrations. See how our tools make client conversations easier to follow, boost engagement, and turn complex planning into clear, confident decisions.
Choose from three demos below and watch how they help you hear yes more often.
Choose from three demos below and watch how they help you hear yes more often.
Step 3: Get a Personalized Tour of Circle of Wealth®
Step 3: Get a Personalized Tour of Circle of Wealth®
Discover how the Circle of Wealth® can work for your business with a private, one-on-one demo tailored to your goals:
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A guided walkthrough of the tools most relevant to your business.
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Real-world examples of how to use Circle of Wealth® effectively.
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Live Q&A to answer your specific questions.
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No obligation—just valuable insights!
Schedule your private demo today and see how the Circle of Wealth® can help you simplify conversations, build trust faster, and hear yes more often.
Step 4: Experience the Circle of Wealth® – Risk-Free!
Step 4: Experience the Circle of Wealth® – Risk-Free!
Start your free trial today and see firsthand how Circle of Wealth® can transform the way you attract, engage, and convert clients into confident yeses.
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Hands-On Exploration – Test drive the tools with real-world scenarios.
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Client Engagement Strategies – Discover how to simplify and strengthen client conversations.
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Full Access to Key Features – Experience the software, training and resources just like a paid subscriber.
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No Commitment, No Risk – Try it out and see if it's the right fit for you.
Start your trial today and experience how the Circle of Wealth® helps you close more cases, build lasting relationships, and grow your business.
Step 5: Pick Your Plan and Start Hearing YES More
Step 5: Pick Your Plan and Start Hearing YES More
Join thousands of advisors using Circle of Wealth® to simplify complex ideas, inspire action, and grow their business. Select the subscription that’s right for you and start having more conversations that end in yes. Click here to review what happens after you join.
What Happens After You Join?
What Happens After You Join?
We know making a decision like this is a big step—and we want you to feel fully confident that you're supported from day one. Here’s exactly what you can expect once you become a member of the Circle of Wealth® community:
Immediately
You’ll receive a welcome email with your login credentials and a clear list of recommended next steps to help you hit the ground running.
Within 24 Hours
Expect a personal phone call from our founder, Don Blanton, welcoming you to the Circle of Wealth® and offering valuable insights to help you make the most of your membership.
By Day 3
Our in-house support team will reach out by phone to answer any questions and ensure you’re fully supported as you get started.
Ongoing Learning & Support
✔️ Complete your on-demand Get Started course at your own pace.
✔️ Join our weekly live training webinars designed specifically for new members.
✔️ Participate in monthly member webinars, including:
- Time with the Founder – Insights and inspiration directly from Don Blanton.
- Case Study Webinars – Real stories and strategies shared by fellow members.
- Roundtable Webinars – Deep dives led by our expert executive coaching team.
Continue Your Growth
Take your skills further by signing up for optional paid coaching programs and in-person training events—tailored to help you grow your confidence, your business, and your impact.
Immediately
You’ll receive a welcome email with your login credentials and a clear list of recommended next steps to help you hit the ground running.
Within 24 Hours
Expect a personal phone call from our founder, Don Blanton, welcoming you to the Circle of Wealth® and offering valuable insights to help you make the most of your membership.
By Day 3
Our in-house support team will reach out by phone to answer any questions and ensure you’re fully supported as you get started.
Ongoing Learning & Support
✔️ Complete your on-demand Get Started course at your own pace.
✔️ Join our weekly live training webinars designed specifically for new members.
✔️ Participate in monthly member webinars, including:
- Time with the Founder – Insights and inspiration directly from Don Blanton.
- Case Study Webinars – Real stories and strategies shared by fellow members.
- Roundtable Webinars – Deep dives led by our expert executive coaching team.
Continue Your Growth
Take your skills further by signing up for optional paid coaching programs and in-person training events—tailored to help you grow your confidence, your business, and your impact.
Ways to Keep Learning
Ways to Keep Learning
Attend Discovery Webinar
Watch successful advisors share how they use the Circle of Wealth®'s client process and presentation tools to serve more clients.
Schedule A Call
Not sure if the Circle of Wealth® is the right fit for you? Schedule a call to get answers to your specific questions.
Quick Concept Emails
Discover how the Circle of Wealth® can help you communicate more effectively with clients and prospects.
FAQs
FAQs
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Can multiple users share a subscription? Answer: Circle of Wealth® is licensed to individual “producers” and each “producer” using our system must have their own subscription. For teams of 5+, we do offer group plans.
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What are the subscription fees? Answer: We offer $149 Monthly and $1,499 Annual plans — new subscriptions have a one-time $500 startup cost. Review Pricing
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Do you offer discounts? Answer: Yes, if you pay annually the cost is discounted $289 per year.
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Can I test drive the tools before I pay for a subscription? Answer: Yes, we offer a 14-day free trial.
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Will I be automatically charged when I complete my free trial? Answer: No, a credit card is not required to start a free trial.
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What is your cancellation policy? Answer: If you are within the first 30 days of your initial purchase, we will issue a full refund. After 30 days there are no refunds. Simply contact our support team to request a cancellation.
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What are the Circle of Wealth® system requirements? Answer: The software runs on Window, macOS, iOS, Android, the Internet and most mobile operating systems with data synced via our cloud server.
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What if I have more questions? Contact us by phone at 321-369-9470, email at [email protected], or through our online contact form.
Don't see your question? Call 321-369-9470 Option 1