Showcase for Financial Advisors
Top Producers Share their Best Sales Ideas
If you're looking for a proven approach to client conversations that will give you a competitive edge in our industry, then this event is for you!
COW Software
Listen to how our Trusted Financial Experts have benefited from Circle of Wealth® and drive better outcomes for their clients.
Communication Tools to Differentiate You
Clients are inundated with generic financial advice and won’t implement a plan unless it’s from a trusted financial expert. Circle of Wealth® provides you with the tools and training to be seen as a trusted expert so you can confidently deliver reliable financial strategies to your clients.

Presentation Tools

See compelling, visual presentations our most successful advisors use with their clients.

Client Process

Learn the proven repeatable client process that identifies viable prospects & converts your prospects into clients that implement.

Cash-Flow Tools

Witness the power of a comprehensive cash-flow tool to show how your recommendations benefit your clients' financial goals.

You'll learn from the best and brightest in the financial services industry who are eager to share their insights with you.
Jeremy Shipp

Jeremy Shipp


Jeremy Shipp

Starr Barnum

Financial Advisor

Jeremy Shipp

Don Blanton

President at MoneyTrax

Beatrice Schultz

Beatrice K. Schultz


Jeremy Shipp

Matt Rzepka


Jeremy Shipp

Beth V. Walker

Wealth Advisor

Jeremy Shipp

Fredrick Hicks

Financial Advisor

Jeremy Shipp

Ryan J. King