WFG News

WFG Fosters Collaboration, Bringing Title Agents Together During its First-Ever Agency Executive Summit

By May 15, 2024 One Comment

In late March, WFG officially kicked off its ambitious Agent 2.0 initiative by hosting its first-ever Agency Executive Summit, an invitation-only event for executives from both existing and prospective customers within the company’s extensive Title Agency Network. The landmark event provided WFG’s network of title agency executives with a unique opportunity to engage with WFG’s executives and operational leadership team members, as well as with one another. It also gave attendees an opportunity to collaborate, exchange ideas, forge new partnerships, unlock fresh perspectives, and strategize on ways to stand out in an increasingly competitive market.

The summit featured general sessions and intimate, hands-on workshops on a wide range of relevant topics, such as customer experience (CX), seller impersonation fraud, artificial intelligence (AI), cybersecurity, operational best practices, company culture, mergers and acquisitions, and success strategies for the upcoming years. Attendees had the privilege of hearing from WFG executives, subject matter experts within and outside of the title industry, and members of WFG’s Agent Network. The event also included the first-ever in-person session of WFG’s widely acclaimed Quarterly Economic Forecast presentation, led by Chairman and Founder Patrick Stone.

Justin Tucker, EVP and Director of Strategic Initiatives at WFG, stated, “With the launch of our Title Agent 2.0 program, we believe we have a model in place that provides tremendous value to our title agents, equipping them with programs and best practices they can immediately implement to enhance their businesses.” This sentiment is echoed by many attendees who appreciated the transparency and hands-on support provided during the summit.

The inspiration for both the Agent 2.0 program and the Agency Executive Summit stemmed from collective feedback gathered through direct interactions and detailed surveys with WFG’s 1,800-plus title agents. One significant contributor to this initiative was Proper Title COO Kathy Kwak, whose conversation with WFG’s Gene Rebadow served as the catalyst for bringing the company’s title agents together for collaboration and mutual growth.