MoneyTrax Mentor Program
Gain Confidence | Become A Master Communicator | Increase Your Life Production | Build a Referral Business
OUR MOST IN-DEPTH AND EXCLUSIVE TRAINING
In this program, Don Blanton, Mark Guthrie, Crystal Langdon, and your group Master will personally take you under their wings for a full-year of intensive coaching and strategic planning. They will cover many advanced sales ideas and help you with case development while providing a lifeline of support to help you accomplish your goals throughout the process.
The real power of the Mentor Program is found in how you will master the process and understand the unique psychology behind every step you take with a client. 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'T JUST TAKE OUR WORD ... MENTOR TESTIMONIALS
We are in a belief changing business; however, few will change their beliefs based on facts or numbers. If you are to be successful, you MUST learn the proper art of communicating these concepts.
INSTRUCTORS
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.
DON BLANTON
Founder & President
MARK GUTHRIE
CEO
CRYSTAL LANGDON
Master Mentor Coach
ABOUT THE PROGRAM
What's You Will Learn:
> 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!
What's Included:
> Four, two-day mentor sessions with company founder Don Blanton
> Bi-weekly, group training and coaching calls with Crystal Langdon and your group Master
> Six hours of hands-on Spending Game training with Mark Guthrie (at session 3)
> Access to submit cases for review and suggestions by Don
> Competency exams to keep you on track and refine your knowledge level
> Homework and exercises to complete between sessions
> A final Master Exam to determine your stregnths and weaknesses relating to the process and system
> Master Mentor status upon passing the master exam with a score of 90% or greater
Requirements:
To Join:
> You have a current Circle of Wealth® subscription
> You understand how the system operates and are practicing the 10-Step Process with your clients
> You have completed the Production Accelerator Course (recommended)
To Graduate:
> Attend all four live sessions
> Pass the competency exams
> Attend the group coaching calls
> Attend all four sessions
> Pay for program in full
FACE-TO-FACE SESSIONS
These are open sessions where you will be encouraged to ask questions, offer feedback, and discuss any specific needs you are having.
2019 Group for First-Time Mentors:
Click for live session topics, instructors & agenda
- Session 1: March 12-13
- Session 2: May 7-8
- Session 3: August 6-7
- Session 4: October 22-23
2019 Group for Graduate* Mentors:
Click for live session topics, instructors & agenda
- Session 1: March 26-27
- Session 2: May 21-22
- Session 3: August 13-14
- Session 4: October 22-23
*Please Note: To join the Graduate Mentor Goup (for repeating mentors), you must have completed and paid in full for the Mentor Program. This group will move at a faster pace allowing more time for group interaction and case discussion during the sessions with Don. You will also have an advanced training summit combined with the Alumni Program group members at Session 2.
Location:
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
On the first night, Don will have everyone back to his home for special evening and dinner.
ONLINE GROUP COACHING CALLS
In addition to the face-to-face sessions, you will have group coaching and training calls with Crystal Langdon and your group Masters.
The first online session will be on February 8th from 12:30 to 1:30 p.m. Eastern. After that you will meet online, starting on March 22nd meeting every other Friday from 12:30 to 1:30 p.m. Eastern. All calls will be recorded.
$250,000 LIFE PREMIUM GUARANTEE
To completely remove any risk from you making the decision to invest in this program, we've included a guarantee. If you do not reach the minimal production level of $250,000* in life premium within the 12-month program, you can attend a future Mentor Group having the normal registration fee waived (only paying for basic food and hard expenses; currently $350 per live session) until you reach the $250,000* level. To qualify for this guarantee policy, you must have completed all the requirements to graduate listed above.
* Guarantee $65,000 in life premiums for P&C Captive Agents
YOUR INVESTMENT
2019 Pricing:
- 12 payments of $800 for First-time Mentors
- 12 payments of $300 for Graduate Mentors repeating the program. (To attend this group, you must have previously attended and paid in full for the Mentor Program.)
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.