Green Shoots: Unified Trust offers free financial plans for frontline workers
Here at Gregory FCA, we want to help tell the stories of firms and people in the financial services world who are making a difference through innovation and providing solutions in this time of economic uncertainty. To that end, we’ve initiated a video series on our Financial Services Marketing Blog called “Green Shoots,” which captures the first-person perspective of business leaders with good things to share about how to make the most of a difficult situation.
Previous episodes have featured Christian Magoon of Amplify ETFs, Ken Moraif of Retirement Planners of America, Jimmy Lee of The Wealth Consulting Group, Nina Deka of ROBO Global and Andrew Brecher of Lighthouse Life. Our new sixth episode focuses on Unified Trust, as Managing Director, Wealth Management Kevin Avent details how the company is offering free financial plans for frontline workers amid the coronavirus-induced market downturn. Check out the video below!