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.
Founder & President
Master Mentor Coach
> 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 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
> 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)
> Attend all four live sessions
> Pass the competency exams
> Attend the group coaching calls
> Attend all four sessions
> 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
On the first night, Don will have everyone back to his home for special evening and dinner.
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.
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.