Fairways, Roughs, and the Advisor’s Grind

Golf is the sport fueled by the pursuit of perfection. Whether it’s a hole-in-one, an impressive drive, or a perfectly read green, everyone is chasing their best. For pro players like Greg Wells, golf becomes more than just a game — it’s an entire livelihood.

After competing on PGA Tour Canada, he says navigating the fairways and roughs perfectly prepared him for the world of financial advice.

On this episode of the Synergize podcast, Greg Wells, Partner and Regional Director at EP Wealth Advisors, shares his early experiences striving toward the PGA and why consistency, planning, and follow-through are cornerstones in both golf and the advisor’s journey.

Copyright 2025. TradePMR, Inc. For a transcript of this episode with sources, visit synergizepodcast.com. EP Wealth Advisors and TradePMR are unaffiliated companies. If you want to join the conversation or connect with us, please visit us at synergizepodcast.com. This content is provided for general information purposes only.The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of TradePMR Inc. or its affiliates. TradePMR Inc. and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by TradePMR Inc. TradePMR Inc. does not provide investment advice, tax advice or legal advice. TradePMR Inc. is a member of FINRA and SIPC. TradePMR, Inc.,is registered with the Securities and Exchange Commission {SEC) and the Municipal Securities Rulemaking Board (MSRB). TradePMR provides brokerage and account services to registered investment advisors. Custodial services provided by First Clearing. Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker dealer and non-bank affiliate of Wells Fargo & Company.