Defined Benefit Plans: A Secret Weapon for Small Business Owners with Brad Barlow (Ep. 39)

Defined Benefit Plans: A Secret Weapon for Small Business Owners with Brad Barlow (Ep. 39)

What if your financial future could change in ways you never imagined? In this episode, Greg DuPont sits down with Brad Barlow, an actuary and “secret weapon” for business owners. They delve into the world of defined benefit plans and how these often-overlooked tools can be game-changers for people who’ve built a thriving business and …

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Evolving Investment Landscapes: Are You Ready for the 21st Century? (Ep. 38)

Evolving Investment Landscapes: Are You Ready for the 21st Century? (Ep. 38)

Are you investing like it’s still the 20th century or have you embraced the new approaches of the 21st century? In this episode, Greg DuPont talks about the transformation of investment practices and the evolving financial landscape. He challenges the outdated norms of passive investing and introduces listeners to emerging opportunities in private equity, real …

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Estate Planning Essentials: Learn About the Latest Changes in Buy-Sell Agreements with David Foster (Ep. 37)

Estate Planning Essentials: Learn About the Latest Changes in Buy-Sell Agreements with David Foster (Ep. 37)

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 …

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Take Control of Your Time: Don’t Let Time Control You (Ep. 36)

Take Control of Your Time: Don’t Let Time Control You (Ep. 36)

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 …

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How Attorneys Can Build Stronger Client Relationships and Enhance Their Practice with Ari Galper (Ep. 35)

How Attorneys Can Build Stronger Client Relationships and Enhance Their Practice with Ari Galper (Ep. 35)

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 …

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Understanding How to Plan for Required Minimum Distributions (RMDs) (Ep. 34)

Understanding How to Plan for Required Minimum Distributions (RMDs) (Ep. 34)

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 …

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Transforming Estate Planning with WSN 2.0 (Ep. 33)

Transforming Estate Planning with WSN 2.0 (Ep. 33)

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 …

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How Integrating Financial Advocacy Transforms Your Practice with Jason Gray (Ep. 32)

How Integrating Financial Advocacy Transforms Your Practice with Jason Gray (Ep. 32)

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 …

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How Taking Time Off Can Make All the Difference (Ep. 31)

How Taking Time Off Can Make All the Difference (Ep. 31)

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 …

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How to Integrate Financial Services into Your Law Practice (Ep. 30)

How to Integrate Financial Services into Your Law Practice (Ep. 30)

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 …

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