Tools and training to become a trusted expert that confidently delivers reliable financial strategies to your clients. Receive one-on-one training for any tool in the Circle of Wealth® software and/or get help creating your Spending Game and/or Financial GPS case(s).
Concierge Service
Concierge Service
About the Service
About the Service
Concierge Service Options
Concierge Service Options
- Option 1: Personal tutoring through Zoom webinars with member who wants additional one-on-one guidance for any tool in the Circle of Wealth® software.
- Option 2: Basic data entry of a present position into Spending Game and/or Financial GPS based on a CQ or similar information received from member. Completed present position will be returned to member with a recap video
Requirements & Understandings
Requirements & Understandings
- Tutoring and basic data entry of a present position case is based on the details you provide.
- No "advisor" recommendations will be provided on case direction.
- Time to be billed will include everything associated with building your case: phone calls, emails, case review and tutoring time together, etc.
$100
$100
Per Hour
Per Hour
Call Support to schedule your time and pay (321) 369-9470 option 2