Aon can provide you with the knowledge to implement practice management for WFG. Understand the context of risk as financial advisors. We can help develop your analytical skills to determine the effects of risk and mitigation techniques.
11 Ways to bullet-proof your practice
Cyber/Privacy Liability - Best Practices for Financial Advisors
How to avoid and mitigate claims
Social Media: What to look out for
Privacy/PIPEDA: What you need to know
OBSI: Who are they and why should you care
WFG small commercial referral program do's and don'ts
Frequently asked questions
How do I take the WFG referral course? The referral course can be found at wfgei.com
Where can I find WFG disclosure forms? Disclosure forms can be downloaded at mywfg.com
Where is my referral fee? Who do I contact? Please contact the Home Office Support Team (HOST) at
416.225.2121, select option 1 or email them at firstname.lastname@example.org.
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