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By asking the right questions and using powerful visuals, the Circle of Wealth® system helps you cut through confusion, uncover new opportunities, and serve clients with greater clarity.

Join Don Blanton, Founder of MoneyTrax and creator of the Circle of Wealth® system, and Don Hart, VP Training & Development at IDC WIN, for a high-impact, one-hour webinar that will show you how to:

• Use a practical framework to guide client conversations that build trust and inspire action
• Apply time-tested strategies to reinforce the value of the products you recommend
• See the Canadian version of the Circle of Wealth® software in action during a live demonstration

Whether you want to deepen existing client relationships or open the door to new ones, you’ll walk away with proven tools you can put to work immediately.

Live via Zoom (link provided upon registration)

THERE ARE NO CE CREDITS AVAILABLE FOR THIS WEBINAR