Circle of Wealth by MoneyTrax
Providing Software, Coaching & Resources for Financial Professionals
Become a Successful, Trusted Financial Expert
& stop losing sales
Providing Software, Coaching & Resources for Financial Professionals
Become a Successful, Trusted Financial Expert
& stop losing sales

The Circle of Wealth® will Help You ATTRACT Interested Individuals, ENGAGE Them as Prospects & CONVERT Them into Satisfied Clients

Attract leads & determine if they are viable prospects
Engage your prospects with a proven process & visual presentations
Convert your prospects into satisfied clients that buy

The Circle of Wealth® will Help You ATTRACT Interested Individuals, ENGAGE Them as Prospects & CONVERT Them into Satisfied Clients

Attract leads & determine if they are viable prospects
Engage your prospects with a proven process & visual presentations
Convert your prospects into satisfied clients that buy
Circle of Wealth® system 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.
Circle of Wealth® system 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.
Ready to become a Trusted Financial Expert?
Key Features
Presentation Software

100+ presentations for every financial discussion; accessible for almost every device with your data synced in the cloud

Client Process

A repeatable client process that identifies viable prospects & converts them into clients that buy & send you referrals

Cash-flow Tool

Educate your clients on their overall financial picture & how your recommendations benefit their financial goals.

Client Management

Client data, presentation history, notes, to-dos & other record keeping tools built-in

Scripts

Word-for-word talk-tracks for every screen with key questions to deliver an effective presentation

Marketing Resources

Client-ready videos & documents to support your online presence & build your trusted brand

Coaching & Training

Embedded training, live coaching, online courses, webinars, podcasts & more

Success Team

Dedicated in-house support team available to answer questions & offer coaching

Community of Thousands

A community of successful advisors willing to share their secrets to success with you

Key Features
Presentation Software

100+ presentations for every financial discussion; accessible for almost every device with your data synced in the cloud

Client Process

A repeatable client process that identifies viable prospects & converts them into clients that buy & send you referrals

Cash-flow Tool

Educate your clients on their overall financial picture & how your recommendations benefit their financial goals.

Client Management

Client data, presentation history, notes, to-dos & other record keeping tools built-in

Scripts

Word-for-word talk-tracks for every screen with key questions to deliver an effective presentation

Marketing Resources

Client-ready videos & documents to support your online presence & build your trusted brand

Coaching & Training

Embedded training, live coaching, online courses, webinars, podcasts & more

Success Team

Dedicated in-house support team available to answer questions & offer coaching

Community of Thousands

A community of successful advisors willing to share their secrets to success with you

Ready to become a Trusted Financial Expert?
Your Plan to Success
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Sign-up for Subscription
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Participate in Training
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Present to Your Clients
Your Plan to Success
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Sign-up for Subscription
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Participate in Training
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Present to Your Clients
Ready to become a Trusted Financial Expert?

Success Stories from our Members

Since 1994, we have helped thousands of advisors, just like you, become successful Trusted Financial Experts ...

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"I now use COW on virtually every client. This came at the perfect time for me. I've really enjoyed the training I received. These sessions have been very interesting and they also serve to help me to connect in this time of quarantine. Kudos to all at MoneyTrax, keep up the good work." 
Ed B, CT
“I just bought the system and even tho’ I fumbled my way thru my first presentation, they loved the concept and the 4 presentations I used were SO GOOD!”
John W, OR
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"Doors are opening and my clients are benefiting from the knowledge I have gained. My business is dramatically different from when I was first introduced to COW.  My business looks nothing like it did just 12 months ago.  Through COW I am better at communicating with my clients at a higher level and helping to change their beliefs.  My only regret is I didn't seek you out sooner."
Frank N, CA
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“I thought I already had a spectacular retirement practice. Circle of Wealth® is going to redefine everything I do and know to a level I never imagined!”

Kathy C, MI
"The Circle of Wealth® can help you get through the environment we are currently navigating.I believe in my heart that the Circle of Wealth® family and tools can help you get through the environment we are currently navigating."
Matt R, MI
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“Circle of Wealth® gives me the ability to discuss eye-opening concepts to my clients. It has given me confidence to know that I can add value to anyone that I meet. Consequently, my business has grown exponentially. I have been in the business for over 36 years and am confident that my best years lie just ahead.”

Wes W, TX
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"You have helped me and my clients. Yesterday, one of my clients thanked me profusely. And was very interested in taking money out of his HELOC after I told him about what I learned on yesterday’s call. This client actually quoted me by saying, "you found money for me without changing my lifestyle.” He and other clients appreciate the wisdom I have learned and shared."
Susan E, CT

Success Stories from our Members

Since 1994, we have helped thousands of advisors, just like you, become successful Trusted Financial Experts ...

arrow_drop_down_circle
Divider Text
"I now use COW on virtually every client. This came at the perfect time for me. I've really enjoyed the training I received. These sessions have been very interesting and they also serve to help me to connect in this time of quarantine. Kudos to all at MoneyTrax, keep up the good work." 
Ed B, CT
“I just bought the system and even tho’ I fumbled my way thru my first presentation, they loved the concept and the 4 presentations I used were SO GOOD!”
John W, OR
arrow_drop_down_circle
Divider Text
"Doors are opening and my clients are benefiting from the knowledge I have gained. My business is dramatically different from when I was first introduced to COW.  My business looks nothing like it did just 12 months ago.  Through COW I am better at communicating with my clients at a higher level and helping to change their beliefs.  My only regret is I didn't seek you out sooner."
Frank N, CA
arrow_drop_down_circle
Divider Text

“I thought I already had a spectacular retirement practice. Circle of Wealth® is going to redefine everything I do and know to a level I never imagined!”

Kathy C, MI
"The Circle of Wealth® can help you get through the environment we are currently navigating.I believe in my heart that the Circle of Wealth® family and tools can help you get through the environment we are currently navigating."
Matt R, MI
arrow_drop_down_circle
Divider Text

“Circle of Wealth® gives me the ability to discuss eye-opening concepts to my clients. It has given me confidence to know that I can add value to anyone that I meet. Consequently, my business has grown exponentially. I have been in the business for over 36 years and am confident that my best years lie just ahead.”

Wes W, TX
arrow_drop_down_circle
Divider Text
"You have helped me and my clients. Yesterday, one of my clients thanked me profusely. And was very interested in taking money out of his HELOC after I told him about what I learned on yesterday’s call. This client actually quoted me by saying, "you found money for me without changing my lifestyle.” He and other clients appreciate the wisdom I have learned and shared."
Susan E, CT

The Circle of Wealth® presentation tools & advisor coaching will help you take an interested individual, determine if they are a viable prospect, and steadily convert them into a satisfied client who continues to give referrals.

Pricing
Monthly Subscription
for new members
$400 Start-up Cost
+ $99/mo
Does not require an annual contract
Annual Subscription
for new members
$400 Start-up Cost
+ $999/yr
See What's Included (Here to review)
Does not require an annual contract
Enterprise Subscription
for organizations (5+ Subscriptions)
$99/mo or $999/yr
(No Start-up Cost)
See What's Included (Here to review)
Requires an annual contract
Already a member, need to restart or update your payment (click here)
Want to Learn More?
14-day Trial
Want to Learn More?
14-day Trial
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Circle of Wealth® system 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.

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