You’re Always Connected

The world moves quickly and your business needs to keep pace. That’s why WFG provides agents with state-of-the-art technology and marketing tools that let you submit new business, track sales and income, conveniently communicate with clients, and maximize team performance with speed and precision.

Monitor
Your Business

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The WFG Pulse app puts the information you need to run your business in the palm of your hand. Track team production, sales, and all vital business information from any mobile device.

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Industry Leading CRM

Store and organize all your clients’ and prospects’ data through Salesforce, the leading Client Relationship Management (CRM) software, which allows for optimized workflows that help close sales faster.

Keeping You Informed

MyWFG is the exclusive WFG agent site that provides a comprehensive gateway to your key business reports, company updates, regulatory guidance, and other critical information needed to stay on top of a constantly evolving industry.

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Your Personal Website

WFG agent websites, powered by Yext, give you an online presence with modernized Search Engine Optimization (SEO) so clients and prospects can easily discover your services. To set yourself apart, you may personalize the site with an extensive collection of customization options.

A Wealth of
Marketing Resources

With a vast library of pre-approved, professionally designed emails and social media posts, engage with clients on a whole new level with WFG’s Campaign Manager. Access polished resources and tools to launch and track a memorable marketing campaign for any occasion.

Your Professional Use of Social Media

We can help you maintain an engaging social media presence by providing infographics, images, and videos designed to engage followers, generate likes and comments, and build your online brand.

Build Your Business with Us

Ready to own your future? Leveraging our business model, you can build your own financial services business as you help individuals and families in your community protect their financial future.

Start Building
Are you in? Don’t miss this opportunity to become your own boss and start a business that addresses a solvable problem: getting families the financial services they need. Start today!
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