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Where Business Runs Smoother

You’re Probably Underusing Tasks in GHL—Here’s How to Fix That and Grow Smarter

Josie Gardner

Published on: 13/01/2026

New Blog Post DescriptionMost agents ignore GHL’s Tasks tab—but it’s one of the smartest tools you have to grow your WFG or TFA business. 💡 In this blog, I’ll show you how to: ✅ Automate follow-ups that actually convert ✅ Track recruiting, policy progress, and client reviews ✅ Delegate like a leader (and stop forgetting things) Tasks aren’t to-do lists—they’re triggers for growth. Let’s make them work for you. #WFG #TFA #GHLTips #AutomationForAgents #SmartFollowUp #FinancialAdvisorTools #CRMWorkflow

Software Features

How to Track and Grow Your WFG Business Using GHL Dashboards: A Data-Driven Guide for Financial Professionals

Josie Gardner

Published on: 12/01/2026

Want to run your WFG or TFA business like a pro? 📊 Learn how to use GoHighLevel’s dashboard and reporting tools to track leads, policy submissions, team activity, and more—without spreadsheets or guesswork. ✅ See what metrics matter most ✅ Learn how to build a smart, compliant dashboard ✅ Ask the right questions to find bottlenecks and growth opportunities If you're not tracking it, you're not growing it. This blog shows you how to change that. #WFG #TFA #GHL #FinancialPros #CRMTools #BusinessDashboard #CompliantMarketing #AgentSuccess

Software Features

How to Use Tags in GHL to Streamline and Grow Your WFG/TFA Business

Josie Gardner

Published on: 10/01/2026

Struggling to stay organized in GHL? 🚦 As a WFG agent or TFA rep, using tags the right way can help you streamline follow-ups, sort by product or license type, and run your business more efficiently. 📊 ✅ Learn how to tag for Term, IUL, Annuity, PacLife, TFA, and more ✅ Organize agents by role (CFT, SMD, etc.) ✅ Keep your CRM clean and compliant Check out this blog to upgrade your system and reduce your manual workload. #WFG #TFA #CRMTools #GHLTips #FinancialProfessionals #InsuranceAgents #CompliantMarketing

Software Features

The Importance of Annual Reviews

Josie Gardner

Published on: 20/11/2025

New Blog Post Description

Software Features