About
Discover the foundation of financial services excellence with our specialized onboarding program, inspired by WFG’s proven business model and philosophy. This course is designed for new recruits and beginners eager to understand the inner workings of a leading financial services distribution platform. Through engaging sessions led by industry leaders, you’ll gain a clear understanding of the company’s mission to provide financial education and empower individuals to make informed decisions about their financial future. The program demystifies the business model, comparing it to major industry players and highlighting WFG’s legitimacy as a licensed service provider. You’ll explore effective recruitment strategies, learn how to address common concerns, and master the art of onboarding—keeping sessions concise, maintaining engagement, and ensuring meaningful follow-up with new team members. Each module is crafted to build your confidence and equip you with practical skills for success in financial services. Join a community dedicated to ethical practices and professional growth. Prepare for the next steps in your journey, including licensing and service processes, and become a vital part of a mission-driven organization. Enroll now to start your path toward leadership and impact in the financial services industry.
You can also join this program via the mobile app. Go to the app
