EP3 - Defining Financial Advocacy
March to a Million · 9 minutes ·

EP3 - Defining Financial Advocacy

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:

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