Coaching course designed to help you quickly and successfully implement the Circle of Wealth® into your practice!
About the Course
Learn
- The proven 10-Step Process
- The software presentations and where they fit during the process
- Five key areas to find the money
- The four toughest financial questions everyone wants to know
- An opening discussion for every client type
- How different investment vehicle types work
- To sell more of every financial product, not just life insurance
- And much more
Demonstrate
- How to communicate financial concepts and solutions so your clients “GET IT”
- How a proven, repeatable process help you get more appointments, sell larger cases, or improve your ROI
- The effects of “transferred money”
- The effects of taxable, tax-deferred, and tax free investments
- Alternative retirement strategies utilizing investments and insurance
- And much more
Resources
- Six 90-minute videos sessions
- Shared documents
- Ability to email coach(es) course related questions
About the Course
Learn
- The proven 10-Step Process
- The software presentations and where they fit during the process
- Five key areas you can focus on to find the money
- The four toughest financial questions everyone wants to know
- An opening discussion for every client type
- How different investment vehicle types work
- To sell more of every financial product, not just life insurance
- And much more
Demonstrate
- How to easily communicate and simplify complex concepts and solutions so your clients “GET IT”
- The effects of “transferred money”
- The effects of taxable, tax-deferred, and tax free investments
- An alternative retirement strategy utilizing investments and insurance
- A presentation that will make your clients “WANT” all the permanent life insurance they can afford
- How the Spending Game can show all your clients’ assets on one page at different interest rates, and different tax brackets
Resources
- Six 90-minute videos sessions
- Shared documents
- Ability to email coach(es) course related questions
Coaches (Instructors):
Starr Barnum
Executive Coach & Master Mentor
Starr works primarily with families and business owners. He uses a unique approach in that he helps people find money that they're currently transferring away unknowingly and unnecessarily.
Coaches (Instructors):
Starr Barnum
Executive Coach & Master Mentor
Starr works primarily with families and business owners. He uses a unique approach in that he helps people find money that they're currently transferring away unknowingly and unnecessarily.
Testimonial from Starr's past course attendees