Advisor Training

The Circle of Wealth® system includes comprehensive coaching and training to ensure financial advisors achieve success with our tools and resources

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:

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
  • 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

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