Has the Circle of Wealth® positively impacted your bottom line?
“I will shout from the rooftops how this has changed my practice for the better. I'm on track to earn five times what I made before, and I'm excited for what the future holds!"
Michael Boyer,
Wealth Advisor
Why is the 10-Step client process so effective?
“What is really great about the 10 step circle of wealth process is that it's repeatable. It makes sure the advisor always knows where they're at with their client, what they should be doing then, and what they should be doing next.”
Jeremy Shipp,
Financial Advisor
Has the Circle of Wealth® helped you grow your practice?
“I'd probably say my practice has grown tenfold since I started using Circle of Wealth® concepts. So it's a total game changer for me.”
Sander Smith,
Financial Advisor
“You know, I've been in business 32 years, and I didn't discover circle of wealth until 18 years in the business, and it introduced ideas and concepts that I had never been exposed to anywhere else. And it has taken my practice to another level.”
Sander Smith,
Financial Advisor
In what ways have you noticed the software improving over time?
“What I really like the most about how it's changed or been updated is the fact that it's now all cloud based. And I can access the clients, the conversations from my phone, from my desktop, at the office to my laptop to my surface. Any of those things and everything just automatically syncs.”
Starr Barnum,
Financial Advisor
How would you describe the Circle of Wealth® community?
“I would describe it as open, a lot of ideas, different approaches and a learning community. The fact is that there's always something new to learn, and I really like the idea that we put the client first.”
Jeff Woodard,
Financial Advisor
