Transcript

Logging In
Begin by logging in with the username and password that were emailed to you. When you first log in, you’ll land on the Dashboard — the first icon on the left-hand menu.

Adding a New Contact
To create a new contact, look at the lower-left corner of the dashboard and click the “+” button. Enter your client's name (that’s all that’s required to start) and click Add. The contact record will open and become active, which you’ll see confirmed in the banner at the top of the screen.

Exploring Presentations
Next, navigate to the third icon on the left-hand menu to access Presentations. By default, this view shows your Favorites, but you can switch to “All” or use the search bar to find specific topics like mortgages, life insurance, or qualified plans. To launch a presentation, simply click its icon. For example, you might start with the Personal Economic Model.

Using Built-in Help
Inside any presentation, click the three dots in the top-right corner to open the built-in help menu. This resource outlines key talking points, provides example scripts, explains any calculations, and even links to short tutorial videos. It’s a great way to practice before presenting to clients.

Training Resources
Return to the Dashboard to find additional training in the bottom-right corner under Training Opportunities. We recommend starting with the Quick Start Tutorial, followed by the Getting Started Course, which introduces our full 10-Step Client Process.

The 10-Step Launch Pad
Another essential tool is the 10-Step Launch Pad, available in your Favorites. This guide outlines the entire 10-Step Process. If you enable the Show Tools option, you’ll see which tools correspond to each step. For example, Step 1 involves asking the Four Questions — supported by a PDF script you can walk through with clients. This makes it easy to follow along during client meetings and helps reinforce your own learning as you adopt the Circle of Wealth® system.

Wrap Up
That’s a quick overview of how to get started: log in, add a contact, explore presentations, use the built-in help, and take advantage of the training and 10-Step Launch Pad resources. These steps will help you begin applying the Circle of Wealth® process with confidence.