Become the Trusted Financial Expert Your Clients Rely On
Ask better questions, use engaging visual resources, and create meaningful conversations that lead to better financial decisions and lasting client relationships.
Give Prospects a Reason to Meet with You
Financial GPS is one example of the proven client engagement process and software tools available through Circle of Wealth®. Watch this short demonstration to see how advisors use visual conversations to answer the four most important financial questions and create meaningful relationships with prospects and clients.
COW Foundations Training Program
Successful advisors need more than products and software to stand apart from the competition.
They need a proven process, effective coaching, ongoing training, and practical guidance for engaging clients and communicating financial strategies.
COW Foundations delivers a structured learning experience that helps advisors master foundational concepts, develop confidence, and become the trusted financial expert their clients rely on.
More Than Software. A Complete Path to Advisor Success.
COW Foundations combines financial education, coaching, real-world examples, and interactive software tools into a structured learning experience designed to help you successfully implement the Circle of Wealth® process.
COW College 2027 – We Teach AI: Advisor Intelligence
The Circle of Wealth® journey doesn’t end with software or training. Each year, financial professionals from across the country come together to learn, share ideas, and continue developing the skills needed to better serve their clients.
COW College combines advanced training, case studies, coaching, networking, and community to help advisors continue growing both personally and professionally. Join us January 6–8, 2027, in Orlando, Florida, and register by July 31, 2026, to secure the best pricing.
See Why Advisors Return Year After Year
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.
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 coaching, training, and presentation tools to be seen as a trusted expert so they can confidently deliver financial strategies their clients understand and implement.
Coaching & Training
Embedded training, live coaching, online courses, webinars, podcasts & more.
Proven Process
A process that enhances your communication skills & improves your client's financial future.
Scripts
Word-for-word talk-tracks for every screen with key questions to deliver an effective presentation.
Client Communication Tools
100+ presentations, visual storyboards and calculators for every financial discussion; accessible from every device with data synced in the cloud.
Cash-Flow Modeling Tools
Interactive cash-flow software tools, including Financial GPS and the Spending Game, that help clients visualize the impact of financial decisions and recommendations.
Why Financial Professionals Choose the Circle of Wealth®
Join thousands of other financial advisors using Circle of Wealth®
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.