The right framework makes Circle of Wealth® irresistible to business owners. Entrepreneurs don’t want theory—they want someone who can decode their financial world fast. This course shows you how a simple shift in the Circle of Wealth® framing transforms every tool into a diagnostic that instantly reveals inefficiencies, hidden wealth transfers, and future tax exposure—prompting business owners to say, “I have an accountant and a financial advisor, but I don’t have one of you. What do you need from me to get started?”
About the Course
About the Course
Learn How To...
Learn How To...
- How to position Circle of Wealth® using a business-owner-friendly framework that cuts through complexity.
- How to identify inefficiencies, hidden wealth transfers, and future tax exposure using simple visual diagnostics.
- How to create the “aha” moments that lead business owners to say, “I have an accountant and a financial advisor, but I don’t have one of you.”
Demonstrate
Demonstrate
- How a small shift in framing transforms every COW tool into a fast, intuitive diagnostic for entrepreneurs.
- Real examples of uncovering risks and opportunities inside a business owner’s current financial structure.
- A repeatable conversation flow that moves owners from curiosity to “What do you need from me to get started?”
Resources
Resources
- Six 90-minute live training sessions (via webinar)
- Dates: Jan 20, Jan 27, Feb 3, Feb 10, Feb 17 & Feb 24
- Time: 1:00–2:30 PM Eastern
- Dates: Jan 20, Jan 27, Feb 3, Feb 10, Feb 17 & Feb 24
- Access to session recordings
- Downloadable documents and worksheets
- Ability to email coach(es) course related questions
About the Course
About the Course
Learn How To...
Learn How To...
- How to position Circle of Wealth® using a business-owner-friendly framework that cuts through complexity.
- How to identify inefficiencies, hidden wealth transfers, and future tax exposure using simple visual diagnostics.
- How to create the “aha” moments that lead business owners to say, “I have an accountant and a financial advisor, but I don’t have one of you.”
Demonstrate
Demonstrate
- How a small shift in framing transforms every COW tool into a fast, intuitive diagnostic for entrepreneurs.
- Real examples of uncovering risks and opportunities inside a business owner’s current financial structure.
- A repeatable conversation flow that moves owners from curiosity to “What do you need from me to get started?”
Resources
Resources
- Six 90-minute live training sessions (via webinar)
- Dates: Jan 20, Jan 27, Feb 3, Feb 10, Feb 17 & Feb 24
- Time: 1:00–2:30 PM Eastern
- Access to session recordings
- Downloadable documents and worksheets
- Ability to email coach(es) course related questions
Coaches (Instructors):
Coaches (Instructors):
Matt Kennedy
Matt Kennedy
Master Mentor
Matt Kennedy is an author, established wealth management strategist, and inventor of the Integrated Wealth Cycle, a proprietary system designed to maximize wealth potential.
He holds Life and Health licenses as well as a Series 65.
Matt has assisted Americans with their financial services needs for more than 20 years; he helps his clients protect their personal and business assets by teaching them how to evaluate the financial decisions that could be transferring away their wealth. Through extensive education and accurate, thorough calculations and simulations, Matt guides his clients down a holistic financial management path. Using the Integrated Wealth Cycle, he demonstrates to his clients how every financial decision is an important one and has a ripple effect they will feel throughout their entire lives.
He holds Life and Health licenses as well as a Series 65.
Matt has assisted Americans with their financial services needs for more than 20 years; he helps his clients protect their personal and business assets by teaching them how to evaluate the financial decisions that could be transferring away their wealth. Through extensive education and accurate, thorough calculations and simulations, Matt guides his clients down a holistic financial management path. Using the Integrated Wealth Cycle, he demonstrates to his clients how every financial decision is an important one and has a ripple effect they will feel throughout their entire lives.
Coaches (Instructors):
Coaches (Instructors):
Matt Kenney
Matt Kenney
Master Mentor
Matt Kennedy is an author, established wealth management strategist, and inventor of the Integrated Wealth Cycle, a proprietary system designed to maximize wealth potential.
He holds Life and Health licenses as well as a Series 65.
Matt has assisted Americans with their financial services needs for more than 20 years; he helps his clients protect their personal and business assets by teaching them how to evaluate the financial decisions that could be transferring away their wealth. Through extensive education and accurate, thorough calculations and simulations, Matt guides his clients down a holistic financial management path. Using the Integrated Wealth Cycle, he demonstrates to his clients how every financial decision is an important one and has a ripple effect they will feel throughout their entire lives.
He holds Life and Health licenses as well as a Series 65.
Matt has assisted Americans with their financial services needs for more than 20 years; he helps his clients protect their personal and business assets by teaching them how to evaluate the financial decisions that could be transferring away their wealth. Through extensive education and accurate, thorough calculations and simulations, Matt guides his clients down a holistic financial management path. Using the Integrated Wealth Cycle, he demonstrates to his clients how every financial decision is an important one and has a ripple effect they will feel throughout their entire lives.
Tuition
Tuition
Testimonials from Matt's past course attendees:
Testimonials from Matt's past course attendees: