Click here to visit our Training Schedule
Events & Programs
- COW College 2025, Annual Advisor Conference (for members and prospective members)
- Mentor Program – Year-long Program
- Spending Game Summer School
- Bootcamps (for members and prospective members)
Member Training
- The Circle of Wealth® subscription includes extensive advisor training:
- Self-Study / On-Demand
- Quick-Start Software Tutorial
- Get Started Training Course
- Video Library of Presentation Demonstrations
- Weekly Webinars Hosted by In-House Support Team
- Monthly Webinars Hosted by Don Blanton
- Roundtable Webinars Hosted by our Team of Executive Coaches
- Case Study Webinars Hosted by Master Mentors
- Screen-by-screen Help (Key Points, Script & Video Tutorial)
- Support Site with Answers to FAQs & Technical Help Videos
- Self-Study / On-Demand
Topic-Specific Coaching Courses
- The Circle of Wealth® subscription offers members access to a variety of coaching courses:
- Finding Money for Accumulators, Financial GPS with Starr Barnum
- Finding Money for Retirees, Retirement Planning with Jeremy Shipp
- Proving It with Spending Game with Brian Woodall
- Accelerator Course with Don Blanton & MoneyTrax Team
- Retirement Planning Advanced with Jeremy Shipp
- Showcase Course with Executive Coaches
- Financial GPS Course with Starr Barnum
- Business Owners Essentials with Matt Rzepka
- Life Insurance Essentials with Starr Barnum
- Private Reserve Strategy with Beth Walker
- Advanced Tax Strategies with Matt Rzepka
- Real-world Tax with 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
- The Circle of Wealth® subscription offers members supplementary resources to enhance the process and presentation tools:
- Video training library
- Client conversation audio library
- Scripts library
- Podcast channels
- Client-facing downloadable documents
- Client-ready marketing resources:
- Educational videos
- Newsletter articles / blog posts
- Advisor website samples
- Printable documents
- Client communication assessment too
Success Team
- The Circle of Wealth® subscription offers members assistance aimed at aiding their success:
- Dedicated and experienced in-house staff
- Phone and email support, M-F, 9-5 Central
- 321-369-9470 option 2
- support@moneytrax.com
- Members’ website
- Support knowledge-base website
Community of Thousands
- Private member LinkedIn group
- Annual Member Conference (COW College)