Recently, Greg has been working on marketing material for the Wealth Solutions Network, a group of lawyers he is training to become financial advocates. Through this process, he realized he needed to truly define what it means to be a financial advocate.
In this episode, Greg discusses:
- What financial advocacy is
- How being a financial advocate goes above and beyond fiduciary duties
- Being aware of biases in the financial industrial complex
- How financial advocacy benefits clients
- And more!
Get your free copy of Greg's chapter from The Recipe for Success here: 'Getting Your Affairs in Order: The Need for Financial Advocacy in the Modern Era'.
Connect with the Wealth Solutions Network:
- Wealth Solutions Network Website
- LinkedIn Page
- LinkedIn Group
- Facebook Page
- info@wealthsolutionsgroup.biz
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