Challenge One!

The Start up - The Seven Day Standard

Goal: Qualify you for Upstart School (4th Saturday of every month)
The Start up is the first step to building a business you have always wanted. Your goal should be to have this process completed within 7 days of signing your Membership Agreement. Watch the short video below to get an overview of the process:

Complete the following 5 steps to qualify to attend Upstart School. These steps are done with your field trainer. Your field trainer will provide you with a "Fast Start Packet" and will go over these steps with you.

  • Step 1
    Create your Top 25 Sharing List. Start with top 3 family/friends you trust

  • Step 2
    Field Training. 3 Drop by meetings

  • Step 3
    Have a Guest attend a Business Presentation Meeting either in person at the office, on zoom, or through a website presentation.

  • Step 4
    Financial Needs Analysis · Complete your own personal FNA to determine how our concepts/strategies benefit you and your family

  • Step 5
    Obtain Training Materials. Once the above steps are completed you will be provided with a copy of the BFS manual and will gain access to other training materials.


Once you have completed your Start up you should begin to work towards your licensing. This is done at the same time as you do more field training. You will need to purchase the Oliver's HLLQP Bundle - there is more information on that on the WFGlaunch website, and in other sections on this website.

Completion of your Start up qualifies you to attend Upstart School, usually on the 4th Saturday of every month. In addition we have previous recordings of upstart school which you can watch as well.

Notes: Is it safe to say that almost any job/career requires certifications or a license of some sort? Of course, the financial industry is no different. Why would you come on board with our firm if you weren’t going to achieve your license? We hold our agents to a high standard in our office and require you to achieve your Life License in the financial industry within a timely manner. We encourage you to achieve your license within 30 days from purchasing your HLLQP course through Oliver’s Learning.

Once again, welcome to the WFG family! We are excited to work with you and your family – our mission is “No Family Left Behind” and we take this very seriously – we are committed to making our community and many others across North America prosper. You are part of a ground floor, pioneering venture that’s expanding into new areas for the first time – this is a movement or “revolution” in entrepreneurship and financial services.

Believe it or not, once you have completed your Start up you are beginning to be a philanthropist! A person who seeks to promote the welfare of others.

Let’s have a ton of fun and build something incredible together!