Be a Trusted Financial Expert

Turn Prospects into Clients and Hear YES More Often

The Circle of Wealth^® is a powerful software sales system that helps you uncover opportunities, simplify complex ideas, and focus on what matters most — your clients’ goals. Ask the right questions, use simple visuals, and turn great conversations into confident yeses and lasting client relationships.

Early Bird Registration for COW College 2026 is now open!

COW College is the annual training event for financial professionals who want to book more appointments, write more premium, and master tools that make complex conversations simple.

This year’s theme, “Choose Your Trax,” offers three specialized learning paths—so whether you’re starting fresh or refining advanced strategies, you’ll find the right track to accelerate your growth.

📅 January 6–8, 2026
📍 Hyatt Grand Cypress Resort – Orlando, FL

Why Financial Professionals Choose the Circle of Wealth^®

A Proven Process for Success

The Circle of Wealth^® system follows a simple yet powerful 10-step communication process designed to help prospects and clients quickly see the value you bring. By creating clearer conversations, building stronger trust, and using proven tools, you’ll motivate clients to make informed decisions—and confidently say yes.

Attract Leads

Engage people with presentations and scripts that spark curiosity, open the door to meaningful conversations, and position you as a trusted advisor.

Engage Prospects

Follow a repeatable process that uncovers money clients are losing unknowingly and unnecessarily—compelling them to take action.

Serve Clients

Use tools and coaching that make strategies clear, easy to follow, and ready to use—helping clients understand, commit, and succeed.

Serve Clients Better—and Turn More Prospects into Lifelong Clients!

Download our free 10-Step Guide to see the strategic process top financial professionals use to uncover hidden inefficiencies, build trust, and inspire clients to say yes.

Tools to Differentiate You

Clients are overwhelmed with generic financial advice and won’t implement a plan unless it’s from a trusted financial expert. The Circle of Wealth^® provides financial professionals with the tools and training to be seen as a trusted expert so they can confidently deliver financial strategies their clients understand and implement.

Presentation Tools

100+ presentations for every financial discussion; accessible from every device with data synced in the cloud.

Client Process

A process that enhances your communication skills & improves your client's financial future.

Coaching & Training

Embedded training, live coaching, online courses, webinars, podcasts & more.

Scripts

Word-for-word talk-tracks for every screen with key questions to deliver an effective presentation.

Cash-Flow Tools

Comprehensive cash-flow tool to show how the advisors recommendations benefit their clients' financial goals.

Give Prospects a Reason to Meet with You

Tap the button below to watch a short video demonstrating how the Circle of Wealth^® helps financial advisors serve more effectively and turn prospects into satisfied, long-term clients.

Join thousands of other financial advisors using Circle of Wealth^®

“It gets clients to understand the concepts that are complex in an easy way because of these visual representations. At the end of the day, it does bridge that communication gap between the client and the advisor very, very well.”

Jeff Webb,

Financial Advisor

years helping advisors grow their practice

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presentations, scripts, tools

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of financial professionals trained

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Discover the Process Behind the Circle of Wealth^® system

Want to Serve Clients More Effectively and Build Lifelong Clients?

Learn how top financial professionals are using a simple, strategic process to uncover hidden inefficiencies, spark meaningful conversations, and deliver real results. Download our free 10-Step Guide and discover the simple, strategic process top financial professionals use to uncover hidden inefficiencies, build trust, and deliver results.