This week has been a busy one. Greg hosted his first 'Pillars of Financial Advocacy' training, and his first Debt Free 4 Life Seminar.

In this episode, you'll learn:

• What the Debt Free 4 Life program is
• Why consumer demand is so high for this type of seminar
• How Debt Free 4 Life will be integrated into the Wealth Solutions Network

Resources
SmartAdvisorColumbus.com

Connect with the Wealth Solutions Network:

• Wealth Solutions Network Website
• LinkedIn Page
• LinkedIn Group
• Facebook Page
• info@wealthsolutionsgroup.biz

Things are moving right along here at the Wealth Solutions Network. We're starting our first round of training seminars with our focus group this week.

In this episode, Greg discusses:

• How he got into the financial services industry
• How he's making it easier for other attorneys to get involved
• How he is educating consumers about debt reduction through seminars

Connect with the Wealth Solutions Network:

• Wealth Solutions Network Website
• LinkedIn Page
• LinkedIn Group
• Facebook Page
• info@wealthsolutionsgroup.biz

In this episode, Greg discusses the way artificial intelligence will soon revolutionize the way entrepreneurs and small business owners operate.

You will learn:

• How technology has progressed in the financial services industry 
• How AI could serve as your "business partner" in the future
• What services AI can't replace
• How AI can help members of the Wealth Solutions Network better serve their clients

Resources
Exponential Wisdom Podcast

Connect with the Wealth Solutions Network:

• Wealth Solutions Network Website
• LinkedIn Page
• LinkedIn Group
• Facebook Page
• info@wealthsolutionsgroup.biz

In this episode, Greg discusses the shortcomings of a networking group he was a part of years ago. The group lacked authenticity and trustworthiness, especially among interactions with consumers.

This experience has become an important lesson for him going forward. Everyone must be authentic and do right by people they are helping in order for the Wealth Solutions Network to succeed.

Connect with the Wealth Solutions Network:

• Wealth Solutions Network Website
• LinkedIn Page
• LinkedIn Group
• Facebook Page
• info@wealthsolutionsgroup.biz

In this episode, Greg talks about meeting a new strategic partner at an entrepreneurship group.

This person, Adam Carroll, has developed a debt reduction program called "The Shred Method" which helps people get out of debt faster.

This adds another tool that members of the Wealth Solutions Network can use to help their clients.

Resources
Strategic Coach
The Shred Method

Connect with the Wealth Solutions Network:

• Wealth Solutions Network Website
• LinkedIn Page
• LinkedIn Group
• Facebook Page
• info@wealthsolutionsgroup.biz

As you might have noticed, we haven't fulfilled our promise to upload a new podcast episode everyday. However, that doesn't mean there's not work being done behind the scenes.

In this episode, Greg talks about the outcome of the first focus group session. And what's coming next.

He is beginning to build out educational material for members of the Wealth Solutions Network. The goal is to provide estate planning attorneys with tools that they can use to help their clients.

Momentum is building. Stay tuned for more.

Connect with the Wealth Solutions Network:

• Wealth Solutions Network Website
• LinkedIn Page
• LinkedIn Group
• Facebook Page
• info@wealthsolutionsgroup.biz

In this episode, Greg reflects on two things: new technology hitting the financial services industry, and the Secure Act 2.0.

Technology has made it easier than ever to provide clients with a comprehensive range of solutions. Greg talks about one specific tool in this episode.

On the other side of things, the Secure Act 2.0 is setting up a ticking tax time bomb for many consumers. Financial advocates are needed to help clients avoid this.

Connect with the Wealth Solutions Network:

• Wealth Solutions Network Website
• LinkedIn Page
• LinkedIn Group
• Facebook Page
• info@wealthsolutionsgroup.biz

In this episode, Greg talks about research he's recently conducted on the state of financial advocacy in America.

Less and less financial advisors are going into the workforce, meaning that major firms don't have the time to give consumers the one-on-one guidance they need. As technology advances, consumers will turn to AI and other self-education methods for guidance on their finances. And that isn't a good thing.

Greg also discusses the future of social security and Secure Act 2.0. Consumers should expect to see major tax law changes in the coming years. That's where a financial advocate can come in to help them.

Source
https://www.riaintel.com/article/2aucrouk1jd74psrc4fls/practice-management/is-declining-advisor-headcount-at-a-tipping-point?

Connect with the Wealth Solutions Network:

• Wealth Solutions Network Website
• LinkedIn Page
• LinkedIn Group
• Facebook Page
• info@wealthsolutionsgroup.biz