President and CEO
Now in his 12th year at the helm of Advocis, Greg Pollock oversees all aspects of the association’s day-to-day activities, including advocacy, continuing education, best practices and E&O insurance. He’s also responsible for coordinating the interests of Advocis' 40 chapters and giving a voice to its 12,000-plus members.
Earlier this year, Advocis launched a new designation, the Professional Financial Advisor (PFA), a two-year online program aimed at both new advisors and those looking to grow their practice. In an interview with WP in March, Pollock said he believes the PFA will fill a necessary foundational void. “We know that retention in the industry is fairly low,” he said. “We believe this designation will help advisors develop a foundation and improve the overall retention rates for the industry.”