WFG appoints a dedicated Relationship Manager to each qualifying advisor. Your relationship manager will help provide you with integrated, cross-departmental solutions for your practice as they work closely with the directors of each department. Their deep understanding of our firm and the industry can enable you to gain greater leverage in key areas such as recruiting, business development, coaching, practice management, acquisition planning, and succession planning.

Your Relationship Manager will also serve as your internal advocate with the responsibility of:

• Strengthening your relationship with WFG by serving as your central point of communication with us.
• Developing a thorough understanding of your business goals.
• Assisting with the execution of your specific business goals and objectives.
• Introducing you to a wide variety of business products, resources, and services.
• Informing you of WFG initiatives.

Your Relationship Manager is also your resource for expertise in and connection to products and services available through WFG.