2025 Coaching Course
Proving it with Spending Game
Proving it with Spending Game
Learn how to use the Spending Game tool to accelerate understanding of your proposed financial solutions, reinforce your recommendations with mathematical proof and dynamic visuals and connect Circle of Wealth® concepts directly to your client’s finances.
About the Course
About the Course
Learn How To...
Learn How To...
- Transfer Data with Ease: Seamlessly move client info from Financial GPS into the Spending Game.
- Bridge the Gap: Flow naturally from data collection to delivering impactful presentations.
- Build Client Scenarios: Use real financial data to create customized client situations.
- Present Powerful Alternatives: Show the impact of your recommendations with clear, comparative scenarios.
- Visualize Lifestyle Funding: Use the Cash-flow Worksheet to demonstrate how clients can afford their desired lifestyle.
- Compare Outcomes Visually: Leverage side-by-side visualizations to illustrate the value of different financial strategies.
Demonstrate
Demonstrate
- Speak the Language of PEM: Use the Personal Economic Model® to simplify complex concepts and accelerate client understanding.
- Show Meaningful Comparisons: Clearly contrast your recommended strategies with a client’s current plan.
- Dive into the Details: Explore year-by-year projections of specific financial accounts for greater transparency.
- Present with Confidence: Organize visualizations and reports to support your recommendations and build client trust.
What's Included
What's Included
- Six 90-Minute Live Sessions
- Dates: May 6, May 20, May 27, June 3, June 10, June 17
- Time: 1:00 – 2:30 PM Easter
- Dates: May 6, May 20, May 27, June 3, June 10, June 17
- Live demonstrations using real client case examples
- Access to shared documents and downloadable resources
- Opportunities to ask questions directly to the coach(es) during each session
- Ongoing support via email for course-related questions
About the Course
About the Course
Learn How To...
Learn How To...
- Transfer Data with Ease: Seamlessly move client info from Financial GPS into the Spending Game.
- Bridge the Gap: Flow naturally from data collection to delivering impactful presentations.
- Build Client Scenarios: Use real financial data to create customized client situations.
- Present Powerful Alternatives: Show the impact of your recommendations with clear, comparative scenarios.
- Visualize Lifestyle Funding: Use the Cash-flow Worksheet to demonstrate how clients can afford their desired lifestyle.
- Compare Outcomes Visually: Leverage side-by-side visualizations to illustrate the value of different financial strategies.
Demonstrate
Demonstrate
- Speak the Language of PEM: Use the Personal Economic Model® to simplify complex concepts and accelerate client understanding.
- Show Meaningful Comparisons: Clearly contrast your recommended strategies with a client’s current plan.
- Dive into the Details: Explore year-by-year projections of specific financial accounts for greater transparency.
- Present with Confidence: Organize visualizations and reports to support your recommendations and build client trust.
What's Included
What's Included
- Six 90-Minute Live Sessions
- Dates: May 6, May 20, May 27, June 3, June 10, June 17
- Time: 1:00 – 2:30 PM Easter
- Live demonstrations using real client case examples
- Access to shared documents and downloadable resources
- Opportunities to ask questions directly to the coach(es) during each session
- Ongoing support via email for course-related questions
Brian Woodall
Operations Manager & In-House Concierge Trainer
Brian Woodall is the Operations Manager at MoneyTrax, Inc., where he has been a dedicated team member since 2007. With a strong focus on client engagement, Brian enjoys leading both group training sessions and paid private concierge sessions, helping clients maximize their experience and understanding of the Circle of Wealth® system.
Brian Woodall
Brian Woodall
Operations Manager & In-House Concierge Trainer
Brian Woodall is the Operations Manager at MoneyTrax, Inc., where he has been a dedicated team member since 2007. With a strong focus on client engagement, Brian enjoys leading both group training sessions and paid private concierge sessions, helping clients maximize their experience and understanding of the Circle of Wealth® system.
What members say:
What members say:
Extremely valuable, the self-study videos are good but this course really helped me to see where things come from and where they go, you just can't get the practical application from a video
I cannot recommend this course enough - if you want to close cases you need to learn how to use the Spending Game and this course taught me how.