Circle of Wealth® Mentor 2.0 Promo

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.

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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

Connect with Starr on LinkedIn

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.

Learn more about Starr >

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.

Learn more about Don >

Coaches (Instructors):

Starr Barnum

Executive Coach & Master Mentor

Connect with Starr on LinkedIn

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.

Learn more about Starr >

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.

Learn more about Don >

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

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$349

$349/month x 12 months

Year-long Program

Join Now

Requirement: Graduate Mentor