For Industry Professionals
A separate conversation for the practitioners who can help make the role credible.
The investor conversation and the professional conversation are different conversations. This list is written for practitioners—advisors, planners, accountants, lawyers, insurance professionals and portfolio managers—who are thinking seriously about what an advocate-first role would require.
Nothing here is marketing material. It is working material: drafts, open questions and the unresolved problems of building a profession from scratch.
Standards and qualifications
What designations, experience and continuing requirements a credible advocate role would demand.
Independence and compensation
Which models can be genuinely free of conflict—and which only appear to be.
Governance and accountability
Oversight, enforceable duty and the boundaries between advocacy and advice.
Working alongside existing professionals
How the role complements accountants, lawyers, advisors and insurance specialists rather than competing with them.
An Invitation
Join the professional list and contribute your experience to the standards, boundaries and future of the profession.
Working drafts, not marketing material
Open questions put to practitioners first
Occasional. Never shared.
Join the Conversation
Email hello@scottross.ca and we'll reply personally.