Better Tomorrows Start Here
Help Your Clients Create a Better Tomorrow
Helping people is at the heart of what WFG associates do every day. Even in this time of unprecedented access to information, there remains a lack of financial knowledge among individuals and families. However, WFG associates are ready to provide the tools and guidance needed to help clients make informed financial choices and meet their goals.
As a WFG associate, you will help your clients understand fundamental financial concepts that give them the foundation to create a sound strategy. You can help clients create a better tomorrow for themselves and their loved ones.
Financial Needs Analysis*
WFG associates offer their clients a professional and complimentary Financial Needs Analysis (FNA), which is the first step in helping to identify the core components of a client’s financial health. Some key areas that an FNA can help to identify include: