WCG History
WCG's new mission statement
What is "Making Life Better"?
Where Jimmy's family emigrated from.
What is South Korea?
The country William is from.
What is the Philippines?
This financial team is known for being particularly inclusive of the LGBTQ+ community.
What is Bair Financial Planning?
This is the department that Brandon heads.
What is the compensation department?
The number of states that currently have WCG advisors.
What is 13 states?
The number of children Jimmy has.
What is one?
This person started their own online bookclub with members across the United States.
This state has the most financial advisors.
What is California?
This is the financial planning software that the ARC uses.
The year WCG was founded.
What is 1995?
What is Georgia?
This person has two cats named after Marvel characters.
Who is Laura?
This is the city and state that Tommy Sauriol is from.
This is the compliance tool that the marketing team uses to get items approved through LPL Financial.
What is ART?
The year WCG won Investment News' Excellence in Diversity & Inclusion Award.
What is 2018?
The month Jimmy was born.
What is November?
This person went to Boise State for college.
Who is Brian?
This advisor survived breast cancer.
Who is Brianne?
This is the newest member of the ISC committee.
Who is Paisley Nardini?
The broker/dealer WCG was with before LPL Financial.
What is New England Financial?
This is where Jimmy got a lot of insurance and financial advising experience before starting WCG.
What is Mass Mutual?
This is how many children Steve Odendahl has.
What is four?
This advisor does the "50 after 50 challenge" on social media.
Who is Kim Safoyan?
These are two insurance agencies that the insurance department works closely with.
What is Ameritas and Tellus?