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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EP3 - Defining Financial Advocacy

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