Looking for a WCW professional aligned to your goals?
Get connected to a network of WCW professionals.
What is a WCW Professional?
To keep it simple, a WCW Professional is an umbrella term that describes professionals who can help you pursue your wealth goals, who adhere to WCW standards and methods. These can be financial advisors, investment advisors, financial planners, wealth managers, business managers, attorneys, consultants, accountants and more.
They listen to your needs, goals and interests.
They teach you about your options and real-world factors.
They advise while ensuring you make the ultimate decisions.
Frequently Asked Questions
What if I have more questions?
We’re here to help. Feel free to contact us with your questions.
How much does it cost to find a WCW Pro?
For existing WCW community members, it costs Zip. Zilch. Nada. Nothing. WCW Pros pay a fee to participate in the program. These fees are paid regardless if you hire them or not.
How much does it cost to work with a WCW Pro or a Core4 Team?
The fees of the various WCW Professionals in the program vary widely, based on profession location and other market and economic factors. If you decide to hire a WCW pro, you’ll enter into a direct agreement with them or their firm. WCW does not monitor or control the services provided by WCW Professionals.
How do I choose my WCW Pro?
After you submit the form, we’ll send you a follow up framework, that may contain list of questions that you can ask during your first interview. In general, you’ll want to see that your values, goals, attitudes and approach are aligned with the WCW. If you’re on the same page, you’ll also want to ask their fee structure and how often they communicate with their clients. Above all, if something doesn’t feel right, keep looking.
What are the requirements to become a WCW Professional?
To join the WCW Professional program, the pros must:
– Have at least 3 years experience in their current profession
– Have a verfiable positive reputation in their local market and industry.
– Participate in ongoing collaborations with WCW to help maintain our high standards of service.
WCW does not evaluate the professionals’ acumen or performance or provide training in specific industry areas. It’s up to you to make sure you’re on the same page with your WCW pros and to understand their performance standards.
WCW is not affiliated with any WCW Pros and neither WCW nor any of its representatives are authorized to provide investment advice on behalf of a WCW Pro or to act for or bind a WCW Pro. Each WCW Pro has entered into an agreement with WCW under which the Pro pays WCW a combination of fees. The fees paid by the Pros to WCW are paid irrespective of whether you become a client of a Pro and are not passed along to you. However, the presence of these arrangements may affect a WCW Pro’s willingness to negotiate below their standard investment advisory fees, and therefore may affect the overall fees paid by clients introduced by WCW through the WCW program. Please ask your WCW Pro for more information about their fees.
Neither WCW nor its affiliates are engaged in providing investment advice. WCW does not receive, control, access, or monitor client funds, accounts, or portfolios. WCW does not warrant any services of any WCW Pro and makes no claim or promise of any result or success of retaining a WCW Pro. Your use of the WCW program, including the decision to retain the services of any WCW Pro, is at your sole discretion and risk. Any services rendered by WCW Pros you contact are solely that of the WCW Pro. The contact links provided connect to third-party sites. WCW and its affiliates are not responsible for the accuracy or reliability of any information contained on third-party websites.
