What happens when business owners overlook the vital details of their buy-sell agreements? In this episode, Greg DuPont sits down with David Foster, Director of Advanced Planning for Simplicity Group, to unravel the complexities of business succession planning and how recent legal changes can impact entrepreneurs. Discover why many business owners need to rethink their …
Are you controlling your time, or is time controlling you? Time is the ultimate resource, yet many of us feel it slipping through our fingers. Discover how to seize control and make every minute count. Today on March to a Million, Greg DuPont discusses the significance of effective time management for attorneys, exploring the 12-week …
Trust is the cornerstone of successful client relationships, especially in the legal and financial sectors. How can professionals build trust quickly and effectively? What are the common pitfalls in traditional sales approaches? Join Greg DuPont in this insightful episode of March to a Million with special guest Ari Galper as they uncover the secrets to …
Required Minimum Distributions (RMDs) are a crucial and essential aspect of retirement planning, yet how they work is an often misunderstood concept. How do RMDs impact your financial strategy, and what can you do to manage them effectively? Are there ways that attorneys can better serve their clients by understanding the nuances of RMDs? In …
Estate planning is evolving and Wealth Solutions Network (WSN) 2.0 is at the forefront of this transformation. With these changes underway, how can estate planning attorneys enhance their practice and better serve their clients? What changes are necessary to achieve greater professional satisfaction and client value? In this episode, host Greg DuPont discusses the evolution …
Estate planning is evolving, and attorneys are finding new ways to provide comprehensive solutions to their clients. How can estate planning attorneys offer more value and build long-term relationships with their clients? What are the benefits of integrating financial services into legal practices? In this episode of March to a Million, Greg DuPont welcomes Jason …
Taking time off is crucial for personal and professional growth, but many entrepreneurs struggle to unplug. How can you prepare your business to thrive without you? What benefits can you gain from truly disconnecting? This week, Greg DuPont chats about the importance of taking time off and how doing so can lead not only to …
Incorporating financial services into a law practice can be a game-changer for attorneys seeking to add value and diversify their offerings. How can attorneys seamlessly integrate financial services into their practice? What are the steps and benefits involved in this transition? In this episode of March to a Million, Greg DuPont explores the essential steps …
The processes around higher education are evolving, and so are the financial strategies needed to navigate its costs and benefits. What do families need to begin planning for the rising costs of college? What impact will technological advancements in AI and learning and information have on traditional education? This week, Greg DuPont shares his thoughts …
Are you ready to discover a game-changing benefit program for your employees that boosts morale and cuts costs? In this episode, Greg DuPont chats with Josh Kelley, Employee Benefits Advisor at Citadel Benefits Group, about an innovative program called the Self-Insured Medical Reimbursement Program (SIMRP). By utilizing tax codes designed for preventative healthcare, this program …