Onboarding Home

Congratulations! You've signed a Membership Agreement (MA), and are now a member of our team. You are on your way to achieving a goal for yourself or your family. For most that goal is simply to improve your family's financial health, through education. Your team will bring that to you.

The links below will help with your orientation. Start at the top and work your way down. If you stumble, get confused, overwhelmed or are frustrated reach out to the person that onboarded you, and/or your field trainer. Enjoy! Have fun learning!

Welcome Aboard! Brad Jacobs welcomes you.

The WFG Launch website is a pre-licensing portal that gives you access to training resources and lets you track your progress.

Brad Jacobs gives an overview of how you will progress through our system. As you progress you will gain knowledge.

Your "Why" is important. Why did you come here?

Your first challenge will be to complete what is commonly known as a "Fast Start", or "The 7 Day Standard".

We have a "Customer Relationship Management" (CRM) tool that can help you build your lists and much more! Forget about the paper This is the way to go!

As you progress through your Orientation and Fast Start, here is a checklist that you and your trainer will use to make sure you haven't missed anything.

Here are some good things to know about team communications and regular events.

This section gives you an overview of the licensing process.

This section gives you some study tips and tricks that you can use to help you get through the licensing process.

The FNA is at the heart of how we begin to help you and your family, and other families too. This section sheds some more light on that process.

This page provides some information about the tax deductible expenses associated with your new business.

Sharing is very important to your new opportunity! Learn why in this section.