Webinar for Financial Professionals
The One Conversation Clients Never Forget
Using the Circle of Wealth® to Simplify Complex Financial Ideas and Motivate Action
Are you tired of having great meetings… that go nowhere? The truth is, most clients leave financial conversations feeling overwhelmed, confused, or worse—disengaged. In this powerful discovery webinar, you’ll learn how to flip the script.
We’ll show you how the Circle of Wealth® equips financial professionals to lead conversations that stick—the kind that help clients finally “get it,” take action, and build long-term trust with you. You’ll discover how visual tools like the Personal Economic Model® and Financial GPS turn complex strategies—like cash-value life insurance—into simple, eye-opening insights clients can actually understand.
This session offers a clear look at how the system helps you communicate more effectively, remove confusion around misunderstood financial products, and make a greater impact during client meetings.
Are you tired of having great meetings… that go nowhere? The truth is, most clients leave financial conversations feeling overwhelmed, confused, or worse—disengaged. In this powerful discovery webinar, you’ll learn how to flip the script.
We’ll show you how the Circle of Wealth® equips financial professionals to lead conversations that stick—the kind that help clients finally “get it,” take action, and build long-term trust with you. You’ll discover how visual tools like the Personal Economic Model® and Financial GPS turn complex strategies—like cash-value life insurance—into simple, eye-opening insights clients can actually understand.
This session offers a clear look at how the system helps you communicate more effectively, remove confusion around misunderstood financial products, and make a greater impact during client meetings.
Learn how to confidently demonstrate financial concepts so your clients “get it” and want to move forward with your recommendations.
Tools to Differentiate You
Tools to Differentiate You
In this webinar, Starr will explain how the Circle of Wealth®'s client process and presentation software, when utilized together, generate higher premiums and implement strategies that serve the client's interests.
- Script and process to get the "first appointment"
- The four important questions (and how you answer them)
- How to identify wealth transfers to free up cash-flow
- Properly explaining the benefits of access to capital
- Moving from "needs-based selling" to "wants-based advising"
- Opening up more opportunities with every client
Your Host
Your Host
Starr Barnum
Starr Barnum
Executive Coach & Master Mentor
Starr works primarily with families and business owners. He uses a unique approach in that he helps people find money that they're currently transferring away unknowingly and unnecessarily.
