MoneyTrax offers extensive training and support for Circle of Wealth®. Included with the system is a significant amount of training in both understanding the functionality of the dynamic client presentations, and understanding the proven advisor scripting that communicates the impactful lessons on each and every screen.
The Mentor Program is a live, advanced mentor training experience from the MoneyTrax experts. A year long program consisting of quarterly 2-day live training events instructed by MoneyTrax founder Don Blanton, MoneyTrax CEO Mark Guthrie, and accomplished practicing advisors who have mastered the Circle of Wealth® system.
This program is designed to instruct the advisor at the most detailed level the complete Circle of Wealth® system and mentor participants on how to effectively utilize the system in their own practices.