Mentor 2.0
This is our most in-depth and extensive training program led by Starr Barnum and the MoneyTrax team.  You will master Circle of Wealth®'s proven process and learn the unique psychology behind every step you take with a client.

We are in the belief-changing business; however, few will change their beliefs based solely on facts or numbers.  To be successful, you must learn the art of effectively communicating financial concepts.

settings
Join Now
About the Program
Learn how to ...
  • Master the client process and understand the unique psychology behind every step 
  • Effectively communicate financial concepts with the Circle of Wealth® tools
  • Find money for your clients: Deep dive into the five key areas
  • Increase your closing to nearly 100% with referrals
  • Use the Spending Game to prove your plan
  • Set goals and accomplish them
  • Track your results for personal growth
  • Review your client's financial information and build a plan that meets their needs
  • Build and design products to meet your client's goals
  • And more!
What's Included
  • COW Accelerator Course
  • Monthly, online coaching & training sessions
  • Monthly, online accountability sessions
  • Three, in-person mentoring sessions in LOCATION
  • Two online, Spending Game Concierge sessions
  • Group goal-setting exercises
  • Progress tracking spreadsheet to measure progress
  • Presentation and delivery review and evaluation
  • Access to submit client cases for review
  • Small study group assignment
  • Online study guide
  • Recordings archive of all sessions
  • Competency quizzes
  • Final master exam
  • Mentor designation upon completion of the program
  • Master Mentor status upon scoring 90%+ on the master exam
  • Shared documents
  • Pre and post-satisfaction surveys
Requirements

Pre-requisites:

  • You have a current Circle of Wealth®
  • You have completed the COW Accelerator Course OR have a basic understanding of the system 
  • You are willing to commit to a year-long program, participate in the group sessions, and complete assignments

To become a Master Mentor:

  • Attend all sessions (or watch the recordings)
  • Submit a "final" exam video presentation
  • Pass the competency quizzes & the final exam 
  • Pay for the program in full 

    Logistics
    • Curriculum outline
    • Bi-monthly Online Sessions on Wednesdays at 1-2:30 Eastern
    • Three In-Person Sessions:
      • Mar 7-8 in Dallas, TX
      • May 9-10 in San Diego, CA
      • Sep 19-20 in Atlanta, GA
    • Includes COW Accelerator Course
    About the Program
    Learn How To...
    • Master the client process and understand the unique psychology behind every step 
    • Effectively communicate financial concepts with the Circle of Wealth® tools
    • Find money for your clients: Deep dive into the five key areas
    • Increase your closing to nearly 100% with referrals
    • Use the Spending Game to prove your plan
    • Set goals and accomplish them
    • Track your results for personal growth
    • Review your client's financial information and build a plan that meets their needs
    • Build and design products to meet your client's goals
    • And more!
    What's Included
    • COW Accelerator Course
    • Monthly, online coaching & training sessions
    • Monthly, online accountability sessions
    • Three, in-person mentoring sessions in LOCATION
    • Two online, Spending Game Concierge sessions
    • Group goal-setting exercises
    • Progress tracking spreadsheet to measure progress
    • Presentation and delivery review and evaluation
    • Access to submit client cases for review
    • Small study group assignment
    • Online study guide
    • Recordings archive of all sessions
    • Competency quizzes
    • Final master exam
    • Mentor designation upon completion of the program
    • Master Mentor status upon scoring 90%+ on the master exam
    • Shared documents
    • Pre and post-satisfaction surveys
    Requirements

    Pre-requisites:

    • You have a current Circle of Wealth®
    • You have completed the COW Accelerator Course OR have a basic understanding of the system 
    • You are willing to commit to a year-long program, participate in the group sessions, and complete assignments

    To become a Master Mentor:

    • Attend all sessions (or watch the recordings)
    • Submit a "final" exam video presentation
    • Pass the competency quizzes & the final exam 
    • Pay for the program in full 
    Logistics
    • Curriculum outline
    • Bi-monthly Online Sessions on Wednesdays at 1-2:30 Eastern
    • Three In-Person Sessions:
      • Mar 7-8 in Dallas, TX
      • May 9-10 in San Diego, CA
      • Sep 19-20 in Atlanta, GA
    • Includes COW Accelerator Course
    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.
    Don Blanton
    Founder & President of MoneyTrax, Inc.
    Don Blanton is presently the owner and president of MoneyTrax, Inc., a company dedicated to the development of innovative communication tools for professionals in the financial services industry.  
    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.
    Don Blanton
    Founder & President
    Don Blanton is presently the owner and president of MoneyTrax, Inc., a company dedicated to the development of innovative communication tools for professionals in the financial services industry.  
    Testimonial from Mentor Graduate

    I think that what many advisors fail to mention is that their own perspective changes for the better as well. I was able to improve my own position by using the skills and techniques that we learned there. What is even better than the increase in production, and the improvement in my own personal situation, is the renewed sense of purpose that is has imparted to me. We really do make a difference to people when we do right by them. I am a happier person.

    /

    Alan Z. - Tacoma, WA

    $699
    $699/month x 12 months
    Year-long Program
    settings
    Join Now
    $349
    $349/month x 12 months
    Year-long Program
    settings
    Join Now
    Requirement: Graduate Mentor
    [bot_catcher]