Click here to visit our Training Schedule
Events & Programs
We offer a variety of training events and programs for both members and prospective members:
- COW College – Our flagship annual advisor conference, held the first week of January. (Open to members & prospective members)
- Mentor Program – A year-long development program. (Members only)
- Spending Game Summer School – Interactive summer series. (Members only)
- Bootcamps – Targeted, high-impact training sessions. (Open to members & prospective members)
Member Training (Included with Subscription)
Your Circle of Wealth® subscription includes robust advisor training and support:
Self-Study & On-Demand Resources:
- Quick-Start Software Tutorial
- “Get Started” Training Course
- Extensive Video Library of Presentation Demonstrations
- Screen-by-Screen Help (Key Points, Script & Video Tutorials)
Live Webinars:
- Weekly Webinars hosted by our In-House Support Team
- Monthly Webinars with Don Blanton
- Roundtable Webinars with Executive Coaches
- Case Study Webinars hosted by Master Mentors
Support Tools:
- 24/7 Support Site with FAQs & Technical Help Videos
Coaching Courses (Available for Purchase)
Take your training even further with our topic-specific coaching courses:
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- Finding Money for Accumulators – Starr Barnum
- Finding Money for Retirees – Jeremy Shipp
- Proving It with Spending Game – Brian Woodall
- Accelerator Course – Don Blanton
- Retirement Planning Advanced – Jeremy Shipp
- Showcase Course – Executive Coaches
- Financial GPS Course – Starr Barnum
- Business Owners Essentials –Matt Rzepka
- Life Insurance Essentials – Starr Barnum
- Private Reserve Strategy – Beth Walker
- Advanced Tax Strategies – Matt Rzepka
- Real-world Tax – Matt Rzepka
- Marketing Essentials with Coaching Team
- Retirement Planning Fundamentals with Jeremy Shipp
- Spending Game Fundamentals with Noel Edwards & Brian Woodall
- Spending Game: Zero to Hero Presenting with Clients with Matt Kennedy
- Spending Game Case Studies with Jeremy Shipp & Matt Rzpeka
- College Planning Case Studies with Beatrice Schultz & Beth Walker
Member Resources (Included with Subscription)
Your Circle of Wealth® subscription includes a suite of valuable tools—both for your own training and for use in client meetings.
Training Materials:
- On-demand video training library
- Client conversation audio recordings
- Downloadable scripts for key conversations
- Advisor-focused podcast channel
Client-ready Materials:
- Professionally produced educational videos
- Pre-written newsletter articles and blog posts
- Advisor website samples for marketing inspiration
- Printable, branded client-facing documents
- A powerful communication assessment tool to support relationship building
Success Team & Support
We’re here to support your success:
- Friendly, experienced in-house staff
- Phone & email support: M–F, 9–5 Central
- 📞 321-369-9470, option 2
- 📧 [email protected]
- Members’ website
- Support knowledge base
Community of Thousands
- Join our private member LinkedIn group
- Connect at our Annual Conference (COW College)
🚀 Ready to Get Started?
Start your free trial today and experience the power of the Circle of Wealth®.
👉 Click here to start your free trial