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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 Circle of Wealth® is a system that significantly improves the level and quality of communication between financial advisors and their clients

Circle of Wealth®

by Jeff Hopper
Circle of Wealth®
Circle of Wealth®
Circle of Wealth®

What is it about?

The Circle of Wealth® is a system that significantly improves the level and quality of communication between financial advisors and their clients. The supporting applications excel as “Visual Storyboards” to help the advisor clearly communicate the many ways to improve the efficiency of a client’s wealth during 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.

Circle of Wealth®

App Details

Version
2024.9.7
Rating
(5)
Size
47Mb
Genre
Business Productivity
Last updated
September 8, 2024
Release date
April 2, 2019
More info

App Screenshots

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App Store Description

The Circle of Wealth® is a system that significantly improves the level and quality of communication between financial advisors and their clients. The supporting applications excel as “Visual Storyboards” to help the advisor clearly communicate the many ways to improve the efficiency of a client’s wealth during 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.

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