Wealth Builder Collective
A 4-month internal mastery collective for licensed WFG agents who want control of their cash flow, clarity on their net worth, and confidence in how they build wealth.
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Application required. Limited seats.
What This Is
Wealth Builder Collective is a structured, education-first program designed to help agents master their personal finances so they can lead by example, build belief in the products, and create long-term wealth habits. This isn't theory—it's a practical framework built for agents who want to take ownership of their financial future while building credibility with clients.
The program provides clear systems, accountability structures, and guided implementation over four focused months. You'll work with real numbers in a private, confidential setting designed to create lasting behavioral change and genuine financial confidence.
Monthly Guided Sessions
Structured learning with clear action steps each month
Clear Financial Systems
Proven frameworks you can implement immediately
Simple Tracking
Straightforward accountability without complexity
Real Numbers, Private
Confidential environment focused on practical results
What You Will Work On
The Wealth Builder Collective focuses on five core areas that directly impact your ability to build sustainable wealth and lead with credibility. Each element builds on the others to create a comprehensive financial foundation.
Cash Flow Control
Master where your money goes each month and implement the millionaire cash flow system that creates margin for wealth building
Net Worth Clarity
Know your exact financial position and develop the identity of someone who tracks and grows their net worth consistently
Using Life Insurance Correctly
Understand how to properly structure and utilize life insurance as part of a complete wealth strategy—not just sell it
Long-Term Wealth Habits
Build repeatable systems that compound over time, creating sustainable financial growth beyond the four months
Ownership Mindset
Shift from transactional thinking to true ownership of your financial future and the legacy you're building
How It Works
The application and enrollment process is designed to ensure you're ready to commit and implement. This program requires active participation and genuine willingness to work with your personal numbers.
Apply
Submit your application through our qualification process
Get Accepted
Receive acceptance and complete enrollment steps
Complete Baseline
Finish onboarding process and establish your starting point
Begin Month 1
Access resources and start your transformation journey
Who This Is For
This program is designed for agents who are licensed, motivated, and ready to take their personal financial game to the next level. You recognize that mastering your own finances is essential to serving clients with integrity and building a sustainable business.
  • Licensed WFG agents currently in the field
  • New to mid-level producers seeking structure
  • High potential leaders ready to step up
  • Motivated agents lacking clear financial systems
  • Agents who want to lead by example
Who This Is Not For
This program requires commitment, transparency with your numbers, and willingness to implement systems. If you're seeking motivation without action or want theory without practice, this isn't the right fit.
  • Not willing to track and share your real numbers
  • Looking for motivation only, not implementation
  • Not ready to make changes to spending habits
  • Seeking quick fixes instead of sustainable systems
  • Unable to commit to the full four-month program
Program Overview
The Wealth Builder Collective follows a deliberate four-month progression. Each month builds on the previous, creating a complete framework for financial ownership and wealth building.
1
Month 1
Vision, Net Worth Identity, Goals
Establish your financial baseline, clarify your vision, and develop the identity of someone who knows and tracks their net worth
2
Month 2
Millionaire Cash Flow System
Implement the proven cash flow management system that creates margin and allows you to build wealth while covering expenses
3
Month 3
Building Wealth
Learn how to properly structure investments, utilize life insurance correctly, and create multiple streams of growing assets
4
Month 4
Leaving a Legacy
Focus on long-term wealth transfer, estate planning basics, and building systems that outlast you for generational impact
Ready to Build Real Financial Ownership?
If you're a licensed WFG agent ready to master your personal finances, develop true product belief, and create lasting wealth habits, the Wealth Builder Collective is your next step. Limited seats are available to ensure quality coaching and accountability.

Internal agent education only. Not public financial advice.
Frequently Asked Questions
What's the time commitment?
One 2-hour monthly call plus 15–20 minutes every two weeks for check-ins. Plus whatever time you need to implement systems and track your numbers.
How is my privacy protected?
You never share numbers publicly. All financial data goes directly to your coach privately. Other members never see your specific numbers or situation.
Can my spouse participate?
Absolutely. Spouses and partners are encouraged to join. You submit one application per household, and the agent remains the primary point of accountability.
What if I miss a call or check-in?
Life happens. But miss 2 consecutive check-ins and you move to Observer Status. You can listen but not participate until you submit 2 consecutive check-ins to reactivate.
Is this for beginners?
This is for anyone ready to be coached and committed to the work. Whether you're starting from zero or have significant assets, the principles and systems apply.
How much does it cost?
There is a nominal investment of $197 for the 4-month collective. . The real price of admission is, Show up, submit check-ins, engage with the work, and implement.