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Deliver an Engaging Presentation That Better Connects with Clients

JULY 30, 2019 | SAN DIEGO, CA

An exclusive 6-hour workshop with Don Blanton showcasing the Circle of Wealth® system.

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There are two things that affect how successful you will be in the financial services business: (1) what you know and (2) what you can communicate.

Don Blanton has been convinced that if you could do a better job helping your clients understand what you are saying, they would move to action much more readily. 

It turns out it works. LifePro has found that the better equipped the advisor, the better they perform and the more they produce. Circle of Wealth's 10-Step Client Process is proven by more than 5,000 advisors nationally and his training is considered the BEST in the industry.  

"I have trained thousands of advisors over the last 20 years on the Circle of Wealth® system," Don states, "I am so proud to hear all the great results from advisors using the system. The “Circle of Wealth” is more than the name of our system, it also stands for the “Wealth” potential available from the “Circle” of advisors who not only use our tools, but graciously offer their thoughts and suggestions on how to improve it.”

Simple & Engaging Conversations

Simple and engaging conversations you can have with your prospects and clients to simplify financial concepts.

Intuitive Presentation Software

What to show your clients and prospects so they will be able to “see” what you know, not just “hear” what you say.

Powerful 10-Step Client Process

What process to follow to ensure your clients and prospects are engaged and educated about their financial decisions.

Meet Your Host

Don Blanton Founder, MoneyTrax 

Undoubtedly one of the most powerful communicators and well-known trainers in the financial industry, Don Blanton shares his proven insights and best practices. Don is the founder and president of MoneyTrax, an organization that designed a system-driven program to significantly boost communication and analysis among financial advisors and their clients. His reputation as a trusted and passionate financial trainer has led him to develop a unique and powerful set of tools, recognized as the Circle of Wealth® system.  

Don is an experienced professional that has been working within the financial industry for several decades. Over the years, he has developed key insightful concepts and tools that he delivers to some of the most elite financial professionals around the country.  

"Circle of Wealth® gives me the ability to discuss eye-opening concepts to my clients. It has given me confidence to know that I can add value to anyone that I meet. Consequently, my business has grown exponentially. I have been in the business for over 36 years and am confident that my best years lie just ahead!"

-- Wes W. Texas

Workshop Details

Date: Tuesday, July 30, 2019

Time: 9:00am - 3:00pm. Registration begins at 8:30am.

Location: LifePro Conference Room 11452 El Camino Real, Suite 105 San Diego, CA 92130

I'm Interested!