If you would like more information about any of our consulting, coaching, Rethinking Retirement or speaking services, please contact us at 970-402-2028 or email firstname.lastname@example.org.
- Program Mgmt Consulting
With experience as a top-producing advisor, in sales/program management and at the executive broker/dealer level, WCG is uniquely qualified to assess all areas of your program to get it running at maximum efficiency.
Success as a financial advisor requires a combination of skills – hard skills, soft skills and practice management skills. At WCG we teach advisors the soft skills and practice management skills to turn their “practice” into a business. .
Our Rethinking Retirement program is an opportunity for institutions and advisors to differentiate themselves from the crowd. Our website, book , advisor training and public seminars are designed to show you care about more than just your client’s money, you care about them.