"We are in a belief changing business; however, few will change their beliefs based on facts or numbers. You MUST learn the proper art of communicating these concepts, if you are to be successful!" - Don Blanton
The Mentor Program is led by the industry-leading MoneyTrax Team. Our instructors are knowledgeable, practicing advisors that know the system inside and out and who will be sharing their secrets to success with you.
> How to master the client process and understand the unique psychology behind every step
> The proper art to communicating financial concepts
> How to master "finding the money" for your clients
> How to increase your closing ratio to nearly 100%
> How to communicate with your clients at the highest level
> How to use the Spending Game effectively
> Case development with the Spending Game
> A complete agency marketing plan
> And more!
> Four, two-day mentor sessions with Don Blanton and the members of your group
> Coaching webinars led by Crystal Langdon and our team of accomplished, practicing advisors
> Hands-on Spending Game training with Mark Guthrie (at session 3)
> Access to submit cases for review and suggestions by our team
> Competency exams to test your knowledge
> Study group to keep you on track in-between sessions
> Homework and exercises to refine your knowledge level
> A final Master Exam to determine your stregnths and weaknesses relating to the process and system
> You have a current Circle of Wealth® subscription (PRO Level recommended)
> You understand how the system operates and are practicing the 10-Step Process with your clients
> You have completed the Production Accelerator Course (recommended)
> Attend all four live sessions
> Pass the competency exams & master exam
> Attend the group coaching calls
> Pay for program in full
Eagle's Landing Country Club, 100 Eagle's Landing Way, Stockbridge, GA 30281. Approximately 20-30 minute drive from the Atlanta Airport (ATL) depending on traffic. In Atlanta, Don will have everyone back to his home for special evening and dinner.
Heritage Eagle Bend Golf Club, 23155 E Heritage Pkwy, Aurora, CO 80016. Approximately 20-30 minute drive from the Denver Airport (DEN) depending on traffic.
In addition to the face-to-face sessions, you will have group coaching webinars and study group sessions.
At session 3, you will receive 6+ hours of hands-on Spending Game training instructed by Mark Guthrie.
Mark will be using the 2020 NextGen Spending Game.
Mark will walk you through the basic steps for starting a Spending Game case, provide hands-on help and answering specific questions members may have.
Not sure if you are ready for the Mentor Program?
Call (321) 369-9470 option 3 to speak with our Training Coordinator who can answer any questions you may have.