Be a Trusted Financial Expert
Simplify Concepts, Engage Clients, Drive Decisions
Simplify Concepts, Engage Clients, Drive Decisions
The Circle of Wealth® is more than just software—it’s a complete system designed to help financial professionals simplify complex financial concepts, engage clients with clarity, and drive better decision-making. Ready to elevate your financial practice?
Step 1: Review Short Intro Videos
Step 1: Review Short Intro Videos
Below are a few of our powerful presentation tools—designed to help you confidently guide clients toward financial solutions that align with their values and goals. Combined with our ongoing coaching and training, these tools will support you in delivering clarity, building trust, and achieving greater success at 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 Circle of Wealth® with our on-demand demonstrations. Watch how our powerful tools simplify client conversations, enhance engagement, and streamline financial planning. You have three demonstrations to choose from:
Step 2: See It in Action – Watch a Demo
Step 2: See It in Action – Watch a Demo
Get an inside look at Circle of Wealth® with our on-demand demonstrations. Watch how our powerful tools simplify client conversations, enhance engagement, and streamline financial planning. You have three demonstrations to choose from:
Step 3: Get a Personalized Tour of Circle of Wealth®
Step 3: Get a Personalized Tour of Circle of Wealth®
See how Circle of Wealth® can work for you with a private, one-on-one demo tailored to your needs:
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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 insights!
Schedule your private demo today and see how Circle of Wealth® can elevate your financial practice!
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.
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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 now and start elevating your client interactions!
Step 5: Pick Your Plan & Elevate Your Practice
Step 5: Pick Your Plan & Elevate Your Practice
Join thousands of advisors using Circle of Wealth® to engage clients and grow their business. Select your plan and get started today! 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 $119 Monthly and $1,199 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 $229 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