Lesson 1: WFG & MISSION TEAM TECHNOLOGY

Overview: This lesson is designed to equip agents with the necessary skills and knowledge to effectively use essential technology tools provided by WFG and the Mission Team. It includes three parts focusing on Zoom, WFG launch videos, and the Mission Team website.

Part 1: HOW TO USE ZOOM

Objective: To familiarize agents with Zoom for virtual meetings and presentations.

Course Content:

1. Introduction to Zoom

   • Explanation of Zoom’s significance in today’s virtual communication landscape.
   • Highlighting the advantages of using Zoom for business meetings and client presentations.

2. Setting Up Zoom

   • Detailed steps for downloading and installing Zoom on various devices (PC, Mac, mobile).
   • Creating and configuring a Zoom account.

3. Basic Features and Functions

   • How to schedule, join, and host a Zoom meeting.
   • Navigating meeting controls: mute/unmute, video on/off, screen sharing.
   • Utilizing the chat function and participant reactions during meetings.

4. Advanced Features

   • Managing breakout rooms for small group discussions.
   • Creating and using polls for interactive sessions.
   • Recording meetings for documentation and future reference.
   • Effective participant management: waiting rooms, muting, and more.

5. Best Practices for Effective Zoom Meetings

   • Technical preparation (camera, microphone, internet connection).
   • Optimizing your environment (background, lighting).
   • Techniques for engaging participants and troubleshooting common issues.

6. Hands-On Practice

   • Live demonstration and interactive Q&A session.
   • Practice sessions to build confidence and proficiency in using Zoom.

Part 2: WFG LAUNCH VIDEOS

Objective: To introduce new agents to WFG through a series of launch videos that provide essential information and inspiration.

Course Content:

1. Introduction to WFG

   • Background on WFG’s history, mission, and values.
   • Overview of WFG’s business model and the opportunities it offers.

2. WFG Launch Videos

   • Video 1: Welcome to WFG
     • Greetings and insights from senior leaders.
     • Discussion on WFG’s vision and core values.
   • Video 2: Getting Started with WFG
     • Steps for new agents to begin their journey with WFG.
     • Highlighting available resources and support systems.
   • Video 3: Success Stories
     • Inspiring testimonials from successful WFG agents.
     • Practical advice and motivation for new agents.

3. How to Access and Utilize Launch Videos

   • Navigating the WFG video library efficiently.
   • Tips for maximizing learning and engagement from the videos.
   • Facilitated discussion and reflection on key learnings from the videos.

Part 3: MISSION TEAM WEBSITE

Objective: To guide agents in effectively using the Mission Team website to access resources, communicate, and collaborate.

Course Content:

1. Overview of the Mission Team Website

   • Introduction to the Mission Team’s purpose and goals.
   • Key features and functionalities of the website.

2. Navigating the Website

   • Detailed guide on the homepage and main navigation.
   • How to access training materials, resources, and tools.
   • Utilizing templates and other helpful resources available on the website.

3. Communication and Collaboration Tools

   • Using discussion forums and chat features for effective communication.
   • Connecting with team members and leaders through the website.

4. Staying Updated

   • How to access the latest news and updates.
   • Subscribing to newsletters and receiving notifications for important information.

5. Practical Exercises

   • Guided tour of the website with practical demonstrations.
   • Hands-on exercises to explore and utilize various features of the website.
   • Interactive Q&A session to address any questions and ensure thorough understanding.