0:31 And this is how you're going to go ahead and add your contact. Down here in the bottom left corner, you'll notice, add a new contact.

0:39 I simply click this plus sign, it opens up a pop-up window, and I'm going to go ahead and say client demo.

0:46 Now, you only need a name to get started, so I'll click add. When I do, it opens up the client information page for the contact you just added and activates that client, which you can tell this client is active because their name appears in the banner.

1:03 Now everything you do for this client will be saved to this contact record. Now I'm going to come back over here to the left side of the screen and I'm going to go to the third icon which is your presentation.

1:14 When you open this screen, yours will most likely default to favorites. And as you can see, this is a drop-down right here.

1:22 I can go to my all-view, go to favorites, and then I can even use a search window over here to look for key words like mortgages, life insurance, qualified plans, and so on.

1:38 So once you've decided which presentation you'd like to start with, I'm going to go ahead and start with the personal economic model.

1:45 You just click the icon to open the presentation. So once you get into the presentation, you can then use the built-in help on this screen to learn how to present.

1:56 So I'm just going to come up here to these three dots in the top right corner. And when I click on the three dots, it opens up to this pop-up window.

2:04 And I'm going to go to the help on this screen. This screen is going to walk you through the points to cover, give you an example script.

2:13 If there was math calculated, it would tell you how it's calculated. And then we have a video tutorial here at the bottom.

2:21 You simply click the play button. Once you have watched the tutorial and you're ready to start presenting, you can go back to the screen and practice.

2:29 Now I talked about some training, so let me show you that here on the dashboard. So I'm going to go back over here to the left side and I'm going to go to the very first icon which is your dashboard, the first screen of the software.

2:44 And as you can see over here on the right, we have a lot of training built in. It's all right here in this training opportunities box in the bottom right corner I would like to watch that you wreck.

2:56 Excuse me. I'd like to recommend you watch this quick start tutorial And then I would move on to our get started course which goes through our 10 step client process The last item I'd like to show you is our 10 step launch pad, which you should find in your favorites It's right here.

3:13 So when you open the 10 step launch pad, you'll notice that it displays our 10 steps This is so you can follow along with your client and as a learning tool for you as you're getting started with the Circle of Wealth.

3:25 Now down here in the bottom right corner, if you check the box to show tools, it will show you the tools that you should go through for every step.

3:35 Now for example, step one, which is asking the four important questions to people you meet when you're out and about the script, it's simply a PDF, but the other items you'll notice are actually the presentation or the application that you would walk your client through.

3:52 And so this is also a great tool for you as you're learning the Circle of Wealth and our proven 10 step client process.

3:59 So there you go, that's a quick walkthrough of how to get started with the Circle of Wealth.