2025 Training

Mentor Program

Mastery in Client-Centered Coaching: The Ultimate Training Experience

Introducing our most comprehensive training program yet—this year’s edition brings even more excitement with Don Blanton and Starr Barnum combining their expertise to deliver exceptional coaching and mentorship. Alongside their personalized guidance, you’ll also gain access to our 2025 online coaching courses and the Spending Game Summer School.

In this program, you’ll master our proven process, gain profound insights into the psychology behind each client interaction, and build the skills to effectively demonstrate the value of your recommendations for every client.
settings
Join Now
settings
Already Enrolled - Access Course

About the Program

You Will Learn

  • Master the client process and grasp the unique psychology behind each step.
  • Communicate financial concepts effectively using COW tools.
  • Identify hidden money for your clients through a detailed exploration of five key areas.
  • Achieve nearly 100% closing rates through strategic referrals.
  • Set and achieve goals, while tracking your results for continuous 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

What's Included

In-person Training:
  • Mentor Training in Atlanta, GA – Mar 4-5 
  • Mentor Training in San Diego, CA – Apr 29-30 
  • Spending Game Summer School in Dayton, TN – Jul 14-17 [About School]
  • Mentor Training in Dayton, TN – Oct 14-15 
Online Training:
  • Group Coaching Webinars – Starts Jan 22
  • Finding Money for Accumulators with Starr Barnum – Starts Jan 28 [About Course]
  • Finding Money for Retirees with Jeremy Shipp – Starts Mar 18 [About Course]
  • Proving It with Spending Game with Brian Woodall - Starts May 6 [About Course]
Additional  Benefits:
  • Ability to submit cases for review & feedback directly from Don & Starr
  • Lifeline to Don & Starr throughout the program
  • Competency exams to assess your knowledge
  • Homework designed to enhance your expertise
  • Master Exam to identify your strengths and areas for improvement in the process and system

Requirements

  • You have a current subscription to the Circle of Wealth®
  • You understand how the system operates and are practicing the 10-Step Process with your clients 
  • Recommended you have completed the Get Started Self-Study Course and/or the 5-Hour Accelerator Course prior to session 1

Certified Mentor Status

  • Attend all mentor group sessions
  • Pass the competency exams & master exam
  • Attend the mentor group coaching webinars
  • Pay for program in full 

Master Mentor Status

  • Receive Certified Mentor status
  • Score at least 90% on Master Exam

About the Program

You Will Learn

  • Master the client process and grasp the unique psychology behind each step.
  • Communicate financial concepts effectively using COW tools.
  • Identify hidden money for your clients through a detailed exploration of five key areas.
  • Achieve nearly 100% closing rates through strategic referrals.
  • Set and achieve goals, while tracking your results for continuous 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

What's Included

In-person Training:
  • Mentor Training in Atlanta, GA – Mar 4-5 
  • Mentor Training in San Diego, CA – Apr 29-30 
  • Spending Game Summer School in Dayton, TN – Jul 14-17 [About School]
  • Mentor Training in Dayton, TN – Oct 14-15 
Online Training:
  • Group Coaching Webinars – Starts Jan 22
  • Finding Money for Accumulators with Starr Barnum – Starts Jan 28 [About Course]
  • Finding Money for Retirees with Jeremy Shipp – Starts Mar 18 [About Course]
  • Proving It with Spending Game with Brian Woodall - Starts May 6 [About Course]
Additional  Benefits:
  • Ability to submit cases for review & feedback directly from Don & Starr
  • Lifeline to Don & Starr throughout the program
  • Competency exams to assess your knowledge
  • Homework designed to enhance your expertise
  • Master Exam to identify your strengths and areas for improvement in the process and system

Requirements

  • You have a current subscription to the Circle of Wealth®
  • You understand how the system operates and are practicing the 10-Step Process with your clients 
  • Recommended you have completed the Get Started Self-Study Course and/or the 5-Hour Accelerator Course prior to session 1

Certified Mentor Status

  • Attend all mentor group sessions
  • Pass the competency exams & master exam
  • Attend the mentor group coaching webinars
  • Pay for program in full 

Master Mentor Status

  • Receive Certified Mentor Status (above)
  • Score at least 90% on Master Exam

 The GUARANTEE 

We believe so much in the program that we GUARANTEE it. To completely remove any risk from you making the decision to invest in this program, we’ve included a guarantee: within 12 months of starting the program, you will reach $250,000 in life premium.  If you don't reach this life premium within 12 months, you can come back through the program until you do for the cost of meals.  To qualify for the guarantee, you must have attended all in-person sessions, pass the competency exams & master exam, attend the group coaching webinars, and pay for program in full.

Your Coaches (Instructors)

 
Founder
DON BLANTON
 
 
Executive Coach
STARR BARNUM
 
Executive Coach
Jeremy Shipp
 
Support
BRIAN WOODALL
Agent Help
NOEL EDWARDS 

Testimonial from past mentors

I had been a MoneyTrax user for many years before finally signing up for the Mentor Program. The value of removing myself from all the daily distractions and focusing during the two-day training sessions with Don Buddy to not only get an absolute clear understanding of the entire system and the proper application of its pieces, but also to capture all the unique transitional phrases. This has enabled me to take my practice, training other producers, to a whole new level.

/

Peter K. - Sacramento, CA

I would have to say the experience of participating in the Mentoring Program gave me the confidence and the process made me a better advisor through the wisdom and knowledge I gained from Don and the other members in my group. The result is I have a process to follow with my clients and I can set myself apart from other advisors in my area. My production has reached MDRT levels for the first time. .

/

Laurie G. - Vienna, OH

Education is expensive but not nearly as expensive as the people I couldn’t help because I couldn’t communicate clearly with both the husband and the wife. The mentor program has been the best investment of my time and money in the 25 yrs that I have been in the insurance industry. The lost opportunity cost of not taking this course is far greater than tuition.

/

Greg G. - Woodbury, MN

The opportunity to interact with top notch advisors from around the country in a positive environment continues to set us apart from other advisors. I am grateful to have the opportunity to learn from leaders with such integrity on the cutting edge of our business. Thanks

/

David C. - St. Charles, IL

I heard about the Mentor Program while attending COW College and I knew right away that I wanted to get into the program as soon as possible. The reason being, I wanted to get up to speed and give myself the greatest possibility of having success using the system. Well, I soon realized that there was an even greater benefit in relation to the program. The chance to hear from Don Blanton himself, and from other Master Mentors in regards to their experience and demeanor with clients proved to be the most critical piece in my personal development as an advisor.The program and the connection I now have with other Mentors is the reason my business has increased exponentially.

/

Sean Q. - Lincoln, NE

We are in a belief changing business; however, few will change their beliefs based on facts or numbers. You MUST learn the proper art of communicating these concepts, if you are to be successful!

Program Tuition

First-Time Mentors

$13,600

$1,360/month x 10

settings
Join Now



Graduate Mentors

$6,800*

$680/month x 10

settings
Join Now
*To qualify for the Graduate Mentor reduced pricing, you must have completed the MoneyTrax Mentor Program.  

Copyright © 2024 Circle of Wealth® by MoneyTrax, Inc. All rights reserved. | Have a question? Call (321) 369-9470

[bot_catcher]