Be a Trusted Financial Expert
The Annual Review Course
Learn how to use the Circle of Wealth® to deepen relationship and discover opportunities with existing clients as our executive coaches share their process for annual reviews.
About the Course
border_color
Learn
- How to use Circle of Wealth® to deepen relationship and discover opportunities with existing clients
- How to streamline your annual review process and fulfill compliance responsibilities
- Compliance tips and templates for documenting annual review conversations
speaker_notes
Demonstrate
- A variety of processes demonstrated by executive coaches for their annual reviews
- Specific presentations used during the annual review
- Follow up procedures you can automate in your practice
library_books
Resources
- Six, one-hour, monthly sessions
- All sessions recorded; join anytime to access the archive
- Shared documents and resources
- Access to your coach(es) during live sessions
- Ability to email your coach(es) course related questions
- Pre and post course satisfaction surveys
Meet Your Coaches
Starr Barnum
Starr Barnum has been in the financial services business for 15+ years, working 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. (Learn more about Starr)
Fredrick Hicks
Fred joined the Circle of Wealth® community at COW College in January of 2019. He dove head first into learning the system and mastering process. (Learn more about Fred)
Crystal Langdon
Crystal is a Certified Financial Planner TM, Investment Advisor, Qualified Kingdom Advisor, and the founder of Crystal Clear Finances, Inc. (Learn more about Crystal)
Matt Rzepka
Matthew L. Rzepka, CPA, CFP® is the owner of Valley Oak, a conglomerate of professional services firms based in southwest Michigan, focusing on tax planning, wealth building, and business advising. (Learn more about Matt)
Jeremy Shipp
Jeremy Shipp uses first-hand experiences combined with the ability to equate various financial aspects in providing well-rounded retirement advice. (Learn more about Jeremy)
Beatrice Schultz
Beatrice Schultz, CFP®, BSc, MSM, is the co-founder of Westface College Planning, Westface Financial & Insurance Services and Westface Financial Advisory, a registered investment advisory firm. (Learn more about Beatrice)
Beth Walker
Beth is a mom on a mission. She collaborates with families to create better futures—for their college-bound kids and the parents they leave behind. Working with families all over the county (Learn more about Beth)
Pricing
$500
Meets Once a Month for Six Sessions
Mondays at 12-1 p.m. Eastern
Jul 25, Aug 29, Sep 19, Oct 17, Nov 14 & Dec 8
Mondays at 12-1 p.m. Eastern
Jul 25, Aug 29, Sep 19, Oct 17, Nov 14 & Dec 8
Ready to Speak with Us?
Learn the steps successful advisors incorporate into their process to convert more prospects to satisfied clients.
© Copyright 2022 MoneyTrax. All rights reserved.
Privacy Policy | Terms of Use | Accessibility Statement