Advisor Workshop with Don
This event has been postponed to a future date TBD.
Learn how to confidently demonstrate your financial strategies so your clients get it and want to move forward with your recommendations.  Don't miss this exclusive opportunity to learn directly from Don Blanton, one of the most powerful communicators and well-known trainers in the financial industry.
About the Training
This workshop is geared toward new and seasoned members who want to learn how to utilize the Circle of Wealth® tools to better serve their clients.  During this two-day workshop, Don will teach you how to utilize the Circle of Wealth® to attract prospective new clients, engage them during your initial meeting, and then close them as satisfied clients that implement your recommendations.   You will learn:
4 questions you should be asking everyone you meet to get the first appointment.
An easy-to-follow, repeatable process to engage your clients and make them want to do business with you.
How to easily communicate and simplify complex concepts and solutions so your clients get it.
To demonstrate your recommended strategies so your clients grasp their effectiveness and perceive the benefits they offer.
How different investment vehicle types work and the effects of taxable, tax-deferred, and tax-free investments.
The effects of transferred money and how to recapture that money for your clients (i.e., "find the money).
A 10-minute presentation that will make your clients want to buy all the permanent life insurance they can afford.
How the “found money” can be used to fund the strategies you are recommending for your clients.
How to sell more of every financial product, not just life insurance.
By the end of this training, you will possess the skills to effectively showcase financial concepts with confidence, ensuring that your clients understand and are motivated to follow through with your recommendations.
Your Instructor
  Don Blanton  
Owner and president of MoneyTrax, Inc. and the creator of the Circle of Wealth® system.

Don has educated more than 30,000 financial advisors nationwide, and he is considered one of the most powerful communicators and well-known trainers in the financial services industry.

Don will teach you how to utilize the Circle of Wealth® system to simplify the sales process and increase your production.  
Logistics
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Dates: June 26-27, 2024 postponed to a future date
Class times: 12 to 7:30 pm; 8 am to 12 pm
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Day one
11:45 am - Check-in (light snack available)
12 to 6 pm - Training with Don
6 to 7:30 pm - Dinner Ruth's Chris Steakhouse (next door)
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Day two
7:45 am - Check-in (bagels & coffee available)
8 am to 12 pm - Training with Don
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Location: LifePro Training Facility
11512 El Camino Real, Suite 100, San Diego, CA 92130
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Nearest Airport: San Diego International (SAN) (approximately 20-minute drive depending on traffic)
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Nearby Hotels: (Approximately 1 mile from LifePro)
San Diego Marriott Del Mar, 11966 El Camino Real, SD, CA 92130
DoubleTree by Hilton San Diego/Del Mar, 11915 El Camino Real, SD, CA 92130
Residence Inn by Marriott San Diego Del Mar, 3525 Valley Centre Dr, San Diego, CA 92130
Hampton Inn San Diego/Del Mar, 11920 El Camino Real, SD, CA 92130

Testimonials

"I cannot recommend this training enough - well worth the investment of time and money. This class taught me more about the entire Circle Of Wealth platform."

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Ian M. - San Diego, CA

“This training introduced ideas and concepts that I had never been exposed to anywhere else. And it has taken my practice to another level. My practice has grown tenfold since I started using Circle of Wealth® concepts. So it's a total game changer for me.”

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Alexander S. - Financial Advisor

“I am never disappointed when I attend a training with Don. There's always something new to learn, and I really like the idea that we put the client first.”

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Jeff W. - Financial Advisor

Registration Fee
$599
Per Person
10 hours of training with Don Blanton, Circle of Wealth® 10-Step Process workbook, and group dinner at Ruth's Chris Steakhouse
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