OUR MOST IN-DEPTH AND EXCLUSIVE TRAINING
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About the Course
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You Will Learn
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- 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!
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What's Included
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- Mentor webinars with Don & your group; meet every other week for 90-minute sessions
- Two, two-day (in-person) sessions with Don & your group (planned for second-half of year)
- Implementation webinars with our Executive Coaching team
- Spending Game Lab with Jeremy Shipp
- Recordings archive of all sessions
- Access to submit cases for review and suggestions by our team
- Competency exams to test your knowledge
- Homework and exercises to refine your knowledge level
- Study group to keep you on track in-between sessions
- Master Exam to determine your strengths and weaknesses relating to the process and system
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Requirements
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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
To graduate:
- Attend all sessions
- Pass the competency exams & master exam
- Attend the group coaching webinars
- Pay for program in full
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Your Mentor & Coaching Session
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Online with Don
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Due to Covid considerations, first-half of the year you will meet with Don and the members of your group online:
- 90-minute webinars
- Every other week
- Recording archive
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Face-to-face with Don
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If Covid considerations are removed, second-half of the year you will meet with Don and the members of your group:
- Once per quarter (dates TBD)
- Two-days in Atlanta at the Eagle's Landing Country Club (9 a.m. to Dinner; 9 a.m. to 4 p.m.)
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Coaching Webinars
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In addition to sessions with Don:
- Implementation sessions led by Executive Coaching team
- Two Spending Game basics sessions
- Recording archive
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Meet Your Coaches
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Don Blanton
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Founder & creator of the Circle of Wealth®
& President of MoneyTrax, Inc.
& President of MoneyTrax, Inc.
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Don Blanton is the owner and president of MoneyTrax, Inc, a company dedicated to the development of innovative communication tools for professionals in the financial services industry. (Learn more about Don)
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Crystal Langdon
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Crystal is a Certified Financial Planner TM, Investment Advisor, Qualified Kingdom Advisor, and the founder of Crystal Clear Finances, Inc. (Learn more about Crystal)
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Jeremy Shipp
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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)
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Fredrick Hicks
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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)
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Starr Barnum
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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)
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Matt Rzepka
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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)
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Beatrice Schultz
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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)
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Beth Walker
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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)
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Testimonials
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The Guarantee
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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 $500 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
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Sign-up Today
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Refresher*
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$300/mo x 12
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Starts January 28, 2021
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*Graduate mentors only
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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 yours questions.
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Options to Save $$$
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Circle of Wealth® system by MoneyTrax
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321-369-9470 | moneytrax.com