Conversation Between Colleagues

WELFIE NETWORK STANDARDS FOR INDEPENDENT ADVOCATES

All independent financial advocates must attest that they are committed to meeting the following standards.

 

AFFORDABLE

$0 & $30 /MO packages

EXCELLENT VALUE

Value-packed service packages

FLEXIBLE SERVICE

In-person, messaging, video, or phone

OBJECTIVITY

No selling or material conflicts

CAPACITY TO SERVE

Workable time : client ratio

COMPASSIONATE

Crisis & change support

COMPETENT

Welfie Institute graduate

JUDGEMENT-FREE

Unconditional grace