Name: Rich Jarvis Job Title: West Coast Sales Director and Trainer Company Name: MoneyTraxBiography: We are in the belief changing business and have a unique stewardship to teach and educate our clients true principles about money, empowering them with knowledge. Over the years I have searched for processes, tools, and systems that aligned with this philosophy and enabled me to play a role in making a great difference with my clients. I found what I have been looking for with the Circle of Wealth® System. Using this process you will become known for the problems you solve rather than the products you sell. I challenge you to see for yourself what the Circle of Wealth® can do for you, your clients, and your practice. Social Networks:
MoneyTrax, Inc. was founded in 1994 by Don Blanton and has gained national recognition for its unique planning process and easy-to-use client-centered financial software known as the Circle of Wealth® system.
The financial industry offers many "product based" solutions for clients and programs to advisors that help you bring products to market. A "product based" approach, however, is becoming very ineffective in the world today and will be very difficult to help you reach the level of success you desire. To be effective, become known for solving problems rather than selling products. The Circle of Wealth® system will show you how.