Webinar for IDC WIN Agents 🍁

Powerful Visuals, Key Questions, Proven Results

By asking the right questions and using powerful visuals, the Circle of Wealth® system helps you cut through confusion, uncover new opportunities, and serve clients with greater clarity.

Join Don Blanton, Founder of MoneyTrax and creator of the Circle of Wealth® system, and Don Hart, VP Training & Development at IDC WIN, for a high-impact, one-hour webinar that will show you how to:

  • Use a practical framework to guide client conversations that build trust and inspire action
  • Apply time-tested strategies to reinforce the value of the products you recommend
  • See the Canadian version of the Circle of Wealth® software in action during a live demonstration

Whether you want to deepen existing client relationships or open the door to new ones, you’ll walk away with proven tools you can put to work immediately.
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COW Software

Learn how to confidently demonstrate financial concepts so your clients “get it” and want to move forward with your recommendations.

Tools to Differentiate You

In this webinar, Don 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
COW Software
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Your Hosts

Don Hart
VP Training & Development, IDC WIN
Don Blanton
Founder of MoneyTrax and creator of the Circle of Wealth® system,
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