Be a Trusted Financial Expert

A Complete Advisor Communication System

Process + Training + Coaching + Software — Everything You Need to Help Clients Understand and Move Forward

The Circle of Wealth® combines proven processes, practical training, ongoing coaching, and interactive software tools to help financial professionals create clarity, build trust, and guide clients toward better financial decisions.

See the Circle of Wealth® Process in Action

Watch a few short videos and discover how advisors simplify complex concepts and create meaningful client conversations.

See the Circle of Wealth® in Action

See how the process, script, and software work together to help advisors guide meaningful conversations, visualize opportunities, and empower clients to make informed financial decisions.

Watch Demonstration

Training

Successful advisors need more than products and software to stand apart from the competition. They need a proven process, effective coaching, and practical guidance for communicating financial strategies with confidence.

COW Foundations provides a structured learning experience designed to help advisors become the trusted financial expert their clients rely on.

Understand the Concepts

Lead Better Conversations

Practical Application

More Than Software. A Complete Path to Advisor Success.

COW Foundations combines financial education, coaching, real-world examples, and software tools into a structured learning experience designed to help advisors successfully implement the Circle of Wealth® process.

Review Curriculum

Coaching

With ongoing coaching and support, you're never left to figure it out alone:

Weekly New Member Training Webinars

Built-In Help on Every Screen – Access step-by-step help files and tutorial videos throughout the software

Monthly Member Webinars

Member Support Site with On-Demand Courses and Additional Resources

Live Member Support via Phone or Email

Schedule a Personalized Tour

See how the process, training, and software tools behind the Circle of Wealth® system help advisors guide meaningful conversations, visualize opportunities, and empower clients to make informed financial decisions.

Resources tailored to your goals

Real-world examples and client scenarios

Answers to your questions

No obligation—just insights

Schedule Personal Tour

Experience the Circle of Wealth® Risk-Free

Explore the software, training resources, and support available to members.

Test-drive the software tools

Explore the Getting Started resources

No credit card required

No Commitment, No Risk – Try it out and see if it's the right fit for you.

Start Free Trial

Choose the Membership That's Right for You

Whether you're looking for a proven process supported by powerful software tools or a complete advisor development experience, Circle of Wealth® offers a path to help you grow your confidence and better serve your clients.

Advisor Core

Core Subscription

Access the software tools, support resources, and community designed to help advisors simplify complex concepts and create more meaningful client conversations.

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$649 Today

$649 Today (includes $500 Startup Fee); then $149/month

Software Subscription
Help & Support
No Contract
30-Day Guarantee

$649 Today - Start Now

Go Annual to save $300 per year!
Select the annual option on checkout page — $1,999 to start, then $1,499 annually.

Advisor Pro+⭐ Recommended

Core Plus Training Subscription

Everything included in Advisor Core, plus COW Foundations training to help you become the trusted financial expert your clients rely on.

Understand the Concepts
Lead Better Conversations
Practical Application

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$249 Today

$249 Today (No Startup Fee)
Then 11 Monthly Payments of $249; then $149/month

Software Subscription
Help & Support
No Start Fee
30-Day Guarantee
COW Foundations Advisor Training
- 12 Hrs Live: 10-Step Process & Financial GPS
- 16 Self-study Financial Education Units
- Learn More

$249 Today - Start Now

Go Annual to save $300 per year!
Select the annual option on checkout page — $2,699 to start, then $1,499 annually.

You're Supported From Day One

We know making a decision like this is a big step—and we want you to feel fully confident that you're supported from day one. Here’s exactly what you can expect once you become a member of the Circle of Wealth® community:

Immediately
You’ll receive a welcome email with your login credentials and a clear list of recommended next steps to help you hit the ground running.

Within 24 Hours
Expect a personal phone call from our founder, Don Blanton, welcoming you to the Circle of Wealth® and offering valuable insights to help you make the most of your membership.

By Day 3
Our in-house support team will reach out by phone to answer any questions and ensure you’re fully supported as you get started.

On-going
✔️ Complete your on-demand Get Started course at your own pace.
✔️ Join our weekly live training webinars designed specifically for new members.
✔️ Participate in monthly member webinars

Ongoing Growth Opportunities

Continue learning and growing through:

Topic-specific Coaching Courses

Master Mentor Program

COW College, Annual Conference

FAQs

Can multiple users share a subscription? Answer: Circle of Wealth® is licensed to individual “producers” and each “producer” using our system must have their own subscription. For teams of 5+, we do offer group plans.

Are there discounts available? Yes. The Advisor Pro+ subscription waives the standard $500 start-up fee. In addition, annual billing option provides nearly two months free compared to paying monthly.

Which membership option do most advisors choose? Most advisors choose Advisor Pro+ because it combines the Circle of Wealth® software tools with the COW Foundations training program, providing the structure and support needed to confidently apply the process and serve clients more effectively.

Can I test drive the tools before I pay for a subscription? Answer: Yes, we offer a 14-day free trial.

Will I be automatically charged when I complete my free trial? Answer: No, a credit card is not required to start a free trial.

What is your cancellation policy? Answer: If you are within the first 30 days of your initial purchase, we will issue a full refund. After 30 days there are no refunds. Simply contact our support team to request a cancellation.

What are the Circle of Wealth® system requirements? Answer: The software runs on Window, macOS, iOS, Android, the Internet and most mobile operating systems with data synced via our cloud server.

What if I have more questions? Contact us by phone at 321-369-9470, email at [email protected], or through our online contact form.

Don't see your question? Call 321-369-9470 Option 1

Still Curious? Here's How to Learn More

We're here to help you become the trusted financial expert your clients rely on.

Attend a Discovery Webinar

See how successful advisors use the Circle of Wealth® process to create better client outcomes

Schedule a Personal Consultation

Discuss your goals and determine whether Circle of Wealth® is right for you.

Schedule Consult

Receive Quick Concept Emails

Get practical concepts and communication ideas delivered to your inbox.

Get Quick Concepts

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