Join us Tuesday, May 11, 2021, at 5:00 pm ET for The Latest on FinCEN presented by Lisa Vesperman Still, Esq., VP, New England Regional Counsel, and Theresa Williamson, CLC, CPTM, SVP, National Training Manager. During this virtual meeting, Lisa and Theresa will dive into the latest details that surround the FinCEN requirements, such as:… Read More »
Join us for a live Q&A Wednesday, May 12, 2021, at 11:30 am ET for Ask the Auditor, Best Practices to be Compliant & Efficient presented by Chuck Hart, CFE, SVP, Compliance, and Auditing. During this live session, Chuck will guide you through the mechanics of the audit process, best practices, reconciliation standards, and state guidelines.… Read More »
Are you looking for a quick and easy way to create beautiful content? Join Sarah Hasch, Marketing Technology Director for WEST*, in collaboration with WFG for Learning Labs. Don’t miss this one-hour training! *WEST, a Williston Financial Group company
Are you looking for easy ways to create beautiful content? Join Sarah Hasch, Marketing Technology Director for WEST*, in collaboration with WFG for Learning Labs. During this one-hour training, you will learn how to schedule your content in advance, also get new ideas and tools on what to post too! <em>*WEST, a Williston Financial Group… Read More »
Join Sarah Hasch, WEST* Marketing Technology Director (MTD), in collaboration with WFG, for an exclusive all-access interview with special guest, Phil M. Jones, an award-winning best-selling author of Exactly What to Say. During this live Facebook event, Sarah will uncover the meaning of Phil's "Magic Words" and how you can leverage his sales strategies to… Read More »
Join Sarah Hasch, Marketing Technology Director for WEST*, in collaboration with WFG for Learning Labs. During this one-hour session, you will learn the basics of navigating Instagram, creating a bio that pops, how to “link in bio” and more! *WEST, a Williston Financial Group company
Join Sarah Hasch, Marketing Technology Director for WEST*, in collaboration with WFG for Learning Labs. During this workshop, Sarah will go through the steps to create and post a story and teach you how to save the post to your highlights! You will also get pro tips on what to share when to share it!… Read More »
Join Sarah Hasch, Marketing Technology Director for WEST*, in collaboration with WFG for Learning Labs. During this session, you will learn all about the new Instagram rage, Reels, and how to post one! *WEST, a Williston Financial Group company
Join Sarah Hasch, Marketing Technology Director for WEST*, in collaboration with WFG for Learning Labs. During this session, you will learn how to schedule your content in advance and pick some ideas and tools for posting! *WEST, a Williston Financial Group company
We are hiring. Apply within! Many business owners and business leaders are all saying the same thing, we need to hire good talent, and we need to hire them now! In this 30 minute class, Sam and Tom will cover 3 ways that will help you attract more qualified applicants and reduce turnover. Join WFG… Read More »
