Things to Know

Apps and Software

We use a few "apps" to stay in touch with each other. Here are the main ones for you to start with:

Google Calendar: Reminds agents of upcoming events
Whatsapp: Used for team messages, notification of upcoming events, and to note positive things happening to you and/or your team. 

Zoom: For online meetings and events.

Brad Jacobs' Zoom ID: 432 574 5288 Passcode: mindset   

Dave Limpert’s Zoom ID: 519 590 6680 Passcode: WFG1999     

Jennifer Reid's Zoom ID: 690 142 2254 Passcode: 2021      

 Dave Christie's Zoom ID 670 010 3677 Passcode 3330  

Events

WFG Weekly Events:

Your camera should be turned on during these meetings when you are not able to attend in person.

 -Wednesday’s 6:30 pm Momentum Zone, 7:00 pm Business Presentation Meeting  

-Saturday’s 9:30 am Momentum Zone, 10:00 am Business Presentation Meeting

*Notes for meetings:

-Agents to attend 30 minutes early

-Agents are to welcome guests        

-Always try and have a guest attend. Everybody needs to see what we’re doing

-Professional attire        

-Participate in set up as needed        

-Get Ready to play a future role  

WFG Monthly Events:        

-Fourth Monday of the month; 8 pm National Call on Dave Limpert’s zoom

-Upstart School (*after completing your Fast Start) - Fourth Saturday of the month; attend as often as you can. Prerequisites for Upstart School are:

-Complete 3 or more drop by appointments (field training) ·        

-Bring at least 1 Guest to the Business Presentation Meeting ·        

-Complete a personal FNA      

-Complete/maintain your Top 25 Sharing List