Welcome to the new TEAMReferralNetwork.com Your old username and password will not work. If you have not received an invitation, you will soon.

Forgot your password?

Menu
866.311.TEAM (8326)
William Wright
Business Name:
Financial Professionals Group, Inc.
Business Description:
Supporting Financial Advisors, RIAs and Insurance Professionals since 1997.
How Business Creates Value:
OUR WHY, WHAT & HOW WHY WE EXIST: In everything we do, we believe advisors deserve to recommend product solutions with absolute confidence, so their clients can experience true financial peace of mind. We are a confidence creation company and that's is why we exist. WHAT WE DO: We help financial advisors address their clients' greatest financial concerns through the optimal use of life insurance, annuities and long-term care coverage. HOW WE DO IT: Growth for any financial professionals requires a balance of working IN and working ON their business. We created a unique process to help advisors address both of these area of an advisors business both efficiently and effectively.
How Member Creates Value:
I teach financial advisors how to identify their unrealized potential, provide them a true competitive advantage while increasing their overall profitability.

Contact Information

Phone
949.455.0119 ext 224

Skills

  • Help financial advisors work "IN" their business (client planning solutions).
  • Help financial advisors work "ON" their business (marketing & positioning).
  • Help financial advisors collaborate with other team members that will support their client profile and overall vision.

Credentials

  • CFP®, CKA®

Interests

  • Paddle boarding, hiking, biking and trying to eat healthy.

Experience

  • Over 39 years.

Languages

  • English