MoneyTrax Mentor Program
Gain Confidence | Become A Master Communicator | Increase Your Life Production | Build a Referral Business
OUR MOST IN-DEPTH AND EXCLUSIVE TRAINING
Are you looking for a program that will increase your life production along with every other product you sell while giving you a renewed passion for helping your financial services clients? If you answered yes, then this is the program for you!
Don Blanton will personally take you under his wing for a full-year of intensive coaching and strategic planning, and the benefits don’t end there! You will also receive coaching and mentoring from our team of accomplished, practicing advisors who have mastered the Circle of Wealth®. 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 client process, understand the unique psychology behind every step, and the passion and confidence you will build to help your clients like never before. This program could easily double - or triple - your income; but more important, it will make your job fun!
"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
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
MARK GUTHRIE
STARR BARNUM
RODNEY COX
ERIC KING
CRYSTAL LANGDON
MATT RZEPKA
JEREMY SHIPP
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 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
Requirements:
To Join:
> 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)
To Graduate:
> Attend all four live sessions
> Pass the competency exams & master exam
> Attend the group coaching calls
> 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.
2020 Group for First-Time Mentors:
- Session 1: Mar 4-5 in Atlanta
- Session 2: May 20-21 in Denver
- Session 3: August 5-6 in Denver
- Session 4: October 7-8 in Atlanta
*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.
Atlanta 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. In Atlanta, Don will have everyone back to his home for special evening and dinner.
Denver Location:
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.
COACHING WEBINARS & STUDY GROUPS
In addition to the face-to-face sessions, you will have group coaching webinars and study group sessions.
- Group coaching webinars will be hosted by our team of accomplished, practicing advisors.
- Study Groups will be assigned at session one and you will meet online in-between the group coaching webinars to re-inforce and practice what your are learning.
HANDS-ON SPENDING GAME LAB
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.
$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
2020 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.