Teach. | Watch. | Market. | Brand. | Read.

Resources 

Catalog

Whether you're new to Wealthvox and Color Accounting or an established Distributor or Facilitator, you'll find a catalog of all the resources you need on this page.
FOR FACILITATORS

Teach

Let's Talk Finance

This collection of resources discusses, models, and supports you in delivering the key conversations that form the backbone of Let's Talk Finance. You'll find these resources useful when you're first discovering how to deliver Let's Talk Finance, or as a refresher when you haven't facilitated in a while.

What's included?

  • Facilitator guides
  • Key concept reminders (Flash cards)
  • Classic transactions (PowerPoint)
  • Transactions and reporting (Workbook solutions)
  • BaSIS Board posters
  • Samples of participant certificates

Now Let's Talk...

Each workplace has its own financial situation and priorities. Where specialization is needed beyond what's delivered in the Let's Talk Finance foundation course, those skills are provided in the follow-on and tailored topics covered in Now Let’s Talk… This collection of resources supports your delivery of the Now Let's Talk... modules.

What's included for available modules?

  • PowerPoint presentations
  • Printable handouts
  • Facilitator's Guides (coming soon)
FOR FACILITATORS

Watch

Relax!
This video library contains a collection of full tutorials and shorter video clips to help you prepare to facilitate the Let's Talk Finance key conversations.

What topics are covered?

Let's Talk Finance

  • Butterfly conversation
  • Deducing the BaSIS Board
  • Classic transactions
  • Supporting workbook pages - introduction and context-setting
  • Pow Pow vs Swoosh
  • Kaleidoscope of butterflies
  • Room setup for live course
FOR DISTRIBUTORS

Market

We all know how hard it is to sell.  Sometimes just having the right questions ready, or the right materials to grab attention, is what’s needed to engage someone in a meaningful conversation. Here you can find sales and marketing materials to help you effectively market to your network.

What's included?

  • Sales and Marketing Masterclass 
  • Product brochures
  • Case studies
  • Deminar and other presentations
  • Videos
  • Product images
  • Postcards
FOR DISTRIBUTORS

Brand

Need to create materials that include the Wealthvox and Color Accounting Learning System logos and brand guidelines? You can find that here.

What's included?

  • Wealthvox logos in different formats
  • Color Accounting logos in different formats
  • Wealthvox Brand Design Language Guide
FOR DISTRIBUTORS

Read

Keep up to date with everything new with the Wealthvox Newsletter.

What topics are covered?

  • Meet our leaders
  • What's new in learning
  • Annual conferences and other events
  • New website and other resources
  • What's next
Wealthvox publishes and delivers financial education materials that enable anyone to access the power of the financial conversation.
easy@wealthvox.com

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