Be a Trusted Financial Expert
Accelerator Course Start Up Bundle
Unlock Your Financial Future with the Circle of Wealth® & Our 5-Hour Accelerator Course: Our Accelerator Course spans five days with just one hour of commitment per day. This efficient, easy-to-follow program is designed to teach you our proven client process and essential presentations, setting you on the path to success with the Circle of Wealth® system. Course starts Sep 23rd.
Be a Trusted Financial Expert
Accelerator Course Start Up Bundle
Unlock Your Financial Future with the Circle of Wealth® & Our 5-Hour Accelerator Course: Our Accelerator Course spans five days with just one hour of commitment per day. This efficient, easy-to-follow program is designed to teach you our proven client process and essential presentations, setting you on the path to success with the Circle of Wealth® system. Course starts Sep 23rd.
About the Course
By dedicating just one hour a day over the span of five days, you'll learn our time-tested client process and essential presentations. These skills will empower you to demonstrate financial strategies with confidence, effectively turning prospects into satisfied clients who eagerly implement your recommendation.
Learn
- The proven 10-Step Process
- The software presentations and where they fit during the process
- The five key areas to find the money (financial inefficiencies)
- How different investment vehicle types work
- How to sell more of every financial product, not just life insurance
- And much more
Demonstrate
- An opening discussion for every client type
- The four important financial questions everyone wants to know and how you answer them
- Finding and explaining financial inefficiencies
- The benefits of a private reserve
- How your recommendations directly benefit your prospect's financial future
Resources
- Five, one-hour sessions:
- Sep 23, 24, 25, 26 & 27
- 1 to 2 p.m. Eastern
- Sep 23, 24, 25, 26 & 27
- All sessions recorded
- Recordings archive from June 2024
- Shared documents
- Ability to ask questions during live sessions
- Ability to email coach(es) course related questions
About the Course
Over the span of five days, dedicating just one hour each day, you'll learn our time-tested client process and essential presentations. These skills will empower you to demonstrate financial strategies with confidence, effectively turning prospects into satisfied clients who eagerly implement your recommendation.
Learn
- The proven 10-Step Process
- The software presentations and where they fit during the process
- The five key areas to find the money (financial inefficiencies)
- How different investment vehicle types work
- How to sell more of every financial product, not just life insurance
- And much more
Demonstrate
- An opening discussion for every client type
- The four important financial questions everyone wants to know and how you answer them
- Finding and explaining financial inefficiencies
- The benefits of a private reserve
- How your recommendations directly benefit your prospect's financial future
Resources
- Five, one-hour sessions:
- Sep 23, 24, 25, 26 & 27
- 1 to 2 p.m. Eastern
- All sessions recorded
- Recordings archive from June 2024
- Shared documents
- Ability to ask questions during live sessions
- Ability to email coach(es) course related questions
Your Instructors
Founder
DON BLANTON
Support
BRIAN WOODALL
Agent Help
NOEL EDWARDS
Training & Marketing
VALERIE PLEWAK
Join thousands of other financial advisors using Circle of Wealth®
Testimonial from past course attendees
Pricing
Monthly Subscription
Flexibility to Fit Your Budget
$599
$599 to start & then $119/mo thereafter
(Regularly Priced $1,119 - Saves $500)
- Circle of Wealth® Monthly Subscription
- 5-Hour Accelerator Course (Starts Sep 23)
- Marketing Resources
- Help Tutorial on Every Screen
- Live Customer Support
- 30-day Money-Back Guarantee
Annual Subscription
Best Value for Long-Term Success
$1,599
$1,599 to start & then $1,199/yr thereafter
(Regularly Priced $2,428 - Saves $829)
- Circle of Wealth® Annual Subscription
- 5-Hour Accelerator Course (Starts Sep 23)
- Marketing Resources
- Help Tutorial on Every Screen
- Live Customer Support
- 30-day Money-Back Guarantee