Congratulations! You are now a Licensed Professional
At this point, you may be both excited and a little overwhelmed by how to get started.
It’s helpful to break down the next steps to help you get organized.
Focus on these three steps:
Get your financial house in order. Start implementing the strategies we outlined form the financial needs analysis we completed together. Share your progress with me so I can help.
Here are some videos and article that will help you understand more about the products and services we provide:
Get out in the field. Put pencil to paper. Keep developing your list of connections with whom you can share the WFG story. Work with me to schedule your first 3 one-on-one meetings. Let’s continue to review your list together.
Get licensed. The first step to getting licensed is to schedule your licensing exam and purchase your study course. Most of the products available for you to market first require you to be life or securities licensed, or both. I’m here to help oyu through this process - lean on me!
Reply to this e-mail or call me to give me your quick progress update on each of the three steps above.
Let me know any questions I can answer