Webinar for Financial Professionals
How to Use Financial GPS as a Powerful Prospecting & Planning Tool
Most advisors struggle to capture — and keep — a prospect’s attention.
The Financial GPS tool changes that.
The Financial GPS tool changes that.
In this session, Starr Barnum will demonstrate how to use one simple visual to show clients their entire financial picture — instantly creating clarity, trust, and engagement from the very first meeting.
What You’ll See in This Training:
- How to use Financial GPS to create instant engagement with prospects
- A visual that answers the four most important financial questions every client must know
- How to identify risks, hazards, and gaps in a client’s current plan
- Where money is being unknowingly and unnecessarily transferred away — and how to fix it
- How to build a revised plan that gives clients confidence for the future
- How Financial GPS supports the entire client journey — not just the first meeting
Come see what makes Circle of Wealth® different.
It’s more than just software — it’s a communication system that builds trust, clarity, and confidence in every client conversation.
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.
