Be a Trusted Financial Expert
Mentor Program
This is our most in-depth and extensive training program, and this year is extra special as Don Blanton and Starr Barnum team up together to bring you a new level of coaching and mentoring.

In this program, you will master the process and understand the unique psychology behind every step you take with a client.

settings
Join Now
About the Program
About
  • Master the client process and understand the unique psychology behind every step
  • Effectively communicate financial concepts with the COW tools
  • Find money for your clients: Deep dive into the five key areas
  • Increase your closing to nearly 100% with referrals
  • Set goals and accomplish them, tracking your results for personal growth
  • Review your client’s financial information and build a plan that meets their needs
  • Build and design products to meet your client’s goals
Logistics
  • Three, two-day sessions with Don & Starr
    -Dayton TN - Mar 19-20,
    -Atlanta, GA - May 14-15
    -Denver, CO - Oct 15-16
    -Class times: 1-8; 8-2
    (Note: session 1 is firm, sessions 2 & 3 to be finalized at session 1)
  • Monthly online coaching webinars
  • Click here for sessions dates, times & locations
  • Access to submit cases for review and suggestions directly to Don & Starr
  • Competency exams to test your knowledge
  • Homework and exercises to refine your knowledge level
  • Master Exam to determine your strengths and weaknesses relating to the process and system
  • BONUS: Includes Financial GPS Course with Starr Barnum for first-time attendees (starts January 30, details)
Requirements
  • You have a current subscription to the Circle of Wealth®
  • You understand how the system operates and are practicing the 10-Step Process with your clients 
  • Recommended you have completed the Get Started Self-Study Course and/or Financial GPS Course prior to session 1
To Graduate
  • Attend all sessions
  • Pass the competency exams & master exam
  • Attend the group coaching webinars
  • Pay for program in full 
Master Mentor Status
  • Graduate (above)
  • Score at least 90% on Master Exam
About the Program
About
  • Master the client process and understand the unique psychology behind every step
  • Effectively communicate financial concepts with the COW tools
  • Find money for your clients: Deep dive into the five key areas
  • Increase your closing to nearly 100% with referrals
  • Set goals and accomplish them, tracking your results for personal growth
  • Review your client’s financial information and build a plan that meets their needs
  • Build and design products to meet your client’s goals
Logistics
  • Three, two-day sessions with Don & Starr
    -Dayton TN - Mar 19-20,
    -Atlanta, GA - May 14-15
    -Denver, CO - Oct 15-16
    -Class times: 1-8; 8-2
    (Note: session 1 is firm, sessions 2 & 3 to be finalized at session 1)
  • More logistics
  • Monthly online coaching webinars
  • Click here for sessions dates, times & locations
  • Access to submit cases for review and suggestions directly to Don & Starr
  • Competency exams to test your knowledge
  • Homework and exercises to refine your knowledge level
  • Master Exam to determine your strengths and weaknesses relating to the process and system
  • BONUS: Includes Financial GPS Course with Starr Barnum for first-time attendees (starts January 30, details)
Requirements
  • You have a current subscription to the Circle of Wealth®
  • You understand how the system operates and are practicing the 10-Step Process with your clients 
  • Recommended you have completed the Get Started Self-Study Course and/or Financial GPS Course prior to session 1
To Graduate
  • Attend all sessions
  • Pass the competency exams & master exam
  • Attend the group coaching webinars
  • Pay for program in full 
Master Mentor Status
  • Graduate (above)
  • Score at least 90% on Master Exam
The GUARANTEE
We believe so much in the program that we GUARANTEE it. To completely remove any risk from you making the decision to invest in this program, we’ve included a guarantee: within 12 months of starting the program, you will reach $250,000 in life premium.  If you don't reach this life premium within 12 months, you can come back through the program until you do for the cost of meals.  To qualify for the guarantee, you must have attended all in-person sessions, pass the competency exams & master exam, attend the group coaching webinars, and pay for program in full.
Dates, Times & Locations
  • Note: Note: session 1 is firm, sessions 2 & 3 to be finalized at session 1
  • Mar 19-20 – In-Person Session 1 to 8pm; 8am to 2pm Local Time
    • Location: Bryan College Dayton, TN & Don’s house for the first evening’s dinner
    • Recommended hotel: Econolodge, Dayton, TN
    • Nearest Airport: Chattanooga, TN (CHA)
  • Apr 17 – Coaching Webinar 1-2:30 Eastern via Zoom
  • May 14-15 – In-Person Session 1 to 8pm; 8am to 2pm Local Time
    • Location & Hotel: Hilton Airport Atlanta, GA
    • Nearest Airport: Atlanta (ATL)
  • Jun 12  – Coaching Webinar 1-2:30 Eastern via Zoom
  • Jul 24 – Coaching Webinar 1-2:30 Eastern via Zoom
  • Aug 21 – Coaching Webinar 1-2:30 Eastern via Zoom
  • Sep 18 – Coaching Webinar 1-2:30 Eastern via Zoom
  • Oct 15-16 – In-Person Session 1 to 8pm; 8am to 2pm Local Time
    • Location: Heritage Eagle Bend Golf Club, 23155 E Heritage Pkwy,  Aurora, CO 80016
    • Nearby Hotel: Fairfield Inn & Suites by Marriott Denver Aurora/Parker
    • Closest airport: Denver International (DEN)
  • Nov 13 – Coaching Webinar 1-2:30 Eastern via Zoom
  • Dec 11 – Coaching Webinar 1-2:30 Eastern via Zoom
 Coaches (Instructors): 
Don Blanton
Founder & President of MoneyTrax, Inc.
Don Blanton is presently the owner and president of MoneyTrax, Inc., a company dedicated to the development of innovative communication tools for professionals in the financial services industry.  
Starr Barnum
Executive Coach & Master Mentor
Starr works primarily with families and business owners.  He uses a unique approach in that he helps people find money that they're currently transferring away unknowingly and unnecessarily.
Testimonial from past mentors

I had been a MoneyTrax user for many years before finally signing up for the Mentor Program. The value of removing myself from all the daily distractions and focusing during the two-day training sessions with Don Buddy to not only get an absolute clear understanding of the entire system and the proper application of its pieces, but also to capture all the unique transitional phrases. This has enabled me to take my practice, training other producers, to a whole new level.

/

Peter K. - Sacramento, CA

I would have to say the experience of participating in the Mentoring Program gave me the confidence and the process made me a better advisor through the wisdom and knowledge I gained from Don and the other members in my group. The result is I have a process to follow with my clients and I can set myself apart from other advisors in my area. My production has reached MDRT levels for the first time. .

/

Laurie G. - Vienna, OH

Education is expensive but not nearly as expensive as the people I couldn’t help because I couldn’t communicate clearly with both the husband and the wife. The mentor program has been the best investment of my time and money in the 25 yrs that I have been in the insurance industry. The lost opportunity cost of not taking this course is far greater than tuition.

/

Greg G. - Woodbury, MN

The opportunity to interact with top notch advisors from around the country in a positive environment continues to set us apart from other advisors. I am grateful to have the opportunity to learn from leaders with such integrity on the cutting edge of our business. Thanks

/

David C. - St. Charles, IL

I heard about the Mentor Program while attending COW College and I knew right away that I wanted to get into the program as soon as possible. The reason being, I wanted to get up to speed and give myself the greatest possibility of having success using the system. Well, I soon realized that there was an even greater benefit in relation to the program. The chance to hear from Don Blanton himself, and from other Master Mentors in regards to their experience and demeanor with clients proved to be the most critical piece in my personal development as an advisor.The program and the connection I now have with other Mentors is the reason my business has increased exponentially.

/

Sean Q. - Lincoln, NE

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!
First-Time Mentors
$9,600
$800/month x 12
settings
Join Now
Graduate Mentors
$4,800*
$400/month x 12
settings
Join Now
*To qualify for the Graduate Mentor reduced pricing, you must have completed the MoneyTrax Mentor Program.  
[bot_catcher]