Join hosts Reh and David in a dynamic conversation with Don Hart, VP of Training and Development at IDC WIN, as they unravel the complexities of the "3 Kinds of Money." In this enlightening episode, Don guides David through 10 powerful questions that unlock the client's story of money, addressing goals, needs, and wants. Dive deep into the Circle of Wealth program, a transformative communications tool that transcends life insurance sales, offering a roadmap for financial advisors to help clients become wealth creators. Discover the art of distilling accumulated money, lifestyle money, and transfer dollars, as Don shares invaluable insights and strategies to empower both advisors and clients on the path to financial mastery.