CIRCLE OF WEALTH

The Circle of Wealth® is a system that significantly improves the level and quality of communication between financial advisors and their clients. The system is a proven combination of a 10-step client consultation process and an extensive suite of supporting software applications. The process is carefully sequenced to ensure clients understand the unique value a Circle of Wealth advisor delivers.

The supporting Circle of Wealth desktop and web-based applications excel as “Visual Storyboards” to help you clearly communicate the many ways your clients can improve the efficiency of their wealth during both accumulation and retirement distribution. The visual storyboards cover over 100 individual financial concepts such as taxes, qualified plans, mortgages, college funding, savings plans, insurance protection, retirement planning, and many more. In addition to that, the system includes detailed and thorough help and training for you, the advisor. Each screen has embedded help, audio, and video files so you can start using the system right away. It also provides useful scripts you can use when meeting with your client.


What Circle of Wealth can do for you

  • Included in the Circle of Wealth system is a significant amount of training to help you get up to speed and hone your skills over time. With their new orientation webinar, other educational webinars, self-study training videos and integrated system help, you will have everything you need at your fingertips in order to take full advantage of this comprehensive system.
  • MoneyTrax also offers advanced training courses which supplement the Circle of Wealth system training. These courses help you reach advanced and mastery skill levels in working with your clients to achieve their financial goals.

LEARN MORE

Circle of Wealth Flyer


GET STARTED TODAY

If you need assistance with Circle of Wealth or would like to learn more about the program, contact us.

Matt Wichman

(813) 875-6331 or

(800) 967-7661

matt@mrwfinancial.com

PROVIDING THE SOLUTIONS YOU NEED TO SUCCEED

High Level Commissions

High Level
Commissions

 

On-staff Certified
Financial Planner

Brokerage
Qualifying Member

National Reach.
Personal Touch.

On-staff Medical
Director/Underwriter

LOCAL (813) 875-6331   •   NATIONAL (800) 967-7661

MRW Financial Brokerage has insurance licensed representatives in the following states:
MO, CA, NC, CT, NY, SC, AL, KY, LA, MN, MT, OH, OK, OR, PA, GA, WA, TX, CO, MD, MS, UT, WV, ID, NH, NJ, TN, AZ, MA, FL, MI, NM, VA.