One thing that makes the Circle of Wealth® unique is the Personal Economic Model® (PEM for short).
By using the PEM throughout the process, you are providing a visual representation of the flow, storage, and protection of one’s money.
Watch our short video demonstrating how you can use the PEM to explain the flow and storage of your prospects and clients’ money and that your goal is to help them find money to make their financial future more secure by avoiding wealth transfers.
Discover how the Circle of Wealth® can help you expand your client base and close more sales:
- Watch the “Learn More” videos (watch videos now)
- Attend a Discovery Webinar hosted monthly (register for the next webinar)
- Schedule a private demo to get your specific questions answered (pick your date and time)
- Take our software for a spin and experience our coaching with a complimentary trial (start trial)