Be a Trusted Financial Expert
The 5-Hour Accelerator Course
The 5-Hour Accelerator Course
On-Demand Training
With just one hour of commitment each day – this course will provide a quick and easy way to learn our proven client process and essential presentations to find success with the Circle of Wealth® system.
This course is included with new subscriber's start up cost; email [email protected] to request to join.
This course is included with new subscriber's start up cost; email [email protected] to request to join.
About the Course
About the Course
By dedicating just one hour a day over the span of five days, you'll learn our time-tested client process and essential presentations. These skills will empower you to demonstrate financial strategies with confidence, effectively turning prospects into satisfied clients who eagerly implement your recommendation.
Learn
Learn
- The proven 10-Step Process
- The software presentations and where they fit during the process
- The five key areas to find the money (financial inefficiencies)
- How different investment vehicle types work
- How to sell more of every financial product, not just life insurance
- And much more
Demonstrate
Demonstrate
- An opening discussion for every client type
- The four important financial questions everyone wants to know and how you answer them
- Finding and explaining financial inefficiencies
- The benefits of a private reserve
- How your recommendations directly benefit your prospect's financial future
Resources
Resources
- Five, one-hour session recordings
- Shared documents
- Ability to email coach(es) course related questions
About the Course
About the Course
Over the span of five days, dedicating just one hour each day, you'll learn our time-tested client process and essential presentations. These skills will empower you to demonstrate financial strategies with confidence, effectively turning prospects into satisfied clients who eagerly implement your recommendation.
Learn
Learn
- The proven 10-Step Process
- The software presentations and where they fit during the process
- The five key areas to find the money (financial inefficiencies)
- How different investment vehicle types work
- How to sell more of every financial product, not just life insurance
- And much more
Demonstrate
Demonstrate
- An opening discussion for every client type
- The four important financial questions everyone wants to know and how you answer them
- Finding and explaining financial inefficiencies
- The benefits of a private reserve
- How your recommendations directly benefit your prospect's financial future
Resources
Resources
- Five, one-hour session recordings
- Shared documents
- Ability to email coach(es) course related questions
Your Instructors
Your Instructors
Founder
DON BLANTON
Support
BRIAN WOODALL
Agent Help
NOEL EDWARDS
Training & Marketing
VALERIE PLEWAK
Join thousands of other financial professionals using the Circle of Wealth®.
Join thousands of other financial professionals using the Circle of Wealth®.
$500
$500
On-Demand Training
On-Demand Training
Note: If you are a new member, this course is included with your start up cost. Email [email protected] to request to join.
Testimonial from past course attendees
Testimonial from past course attendees