Financial planning is not just about numbers and calculations. It is also about understanding your client’s values, goals, and dreams so that you can assist them in achieving them through sound financial strategies. Whether you are an attorney, a CPA, or a financial advisor, you need to have the skills and mindset of a financial …
Switching the mindset from selling to influencing is a game-changer. The top advisors in the financial industry don’t sell – they let people come in pre-sold. This approach helps build trust and, eventually, strong relationships with clients. What steps can estate planning attorneys take to become more influential with their clients? In this episode, Greg …
You may have heard about the advantages that estate planning attorneys can gain by becoming a part of the Wealth Solutions Network through our podcasts. However, you may be curious about how to participate in a way that matches your goals. Today, we are here to assist you with that! In this episode, Greg DuPont …
Safeguarding assets and ensuring their seamless transition to future generations has never been more crucial. That is where the role played by estate planning attorneys becomes more important than ever. In this episode, Greg DuPont explores the fifth pillar of financial advocacy: Wealth Transfer. He emphasizes the importance of attorneys in preserving, protecting, and transferring …
Embarking on the journey towards financial security and prosperity requires more than simply making decisions. It also requires strategies to multiply and maximize wealth. In this episode, Greg DuPont explores the fourth pillar of financial advocacy: Wealth Accumulation. He shares the three big secrets behind it along with valuable insights on how to optimize savings …
If you have not allocated something for long term care needs in the future, you’ve allocated everything you own to long term care needs in the future. For attorneys, this is an area worth paying full attention to in order to increase their practice value. In this episode, Greg DuPont sits down with Jeff Sather, …
The concept of wealth enhancement goes beyond accumulation. It’s about having the mindset of empowerment and protecting wealth to achieve personal goals. What are the essential factors to consider when it comes to clients? In this episode, Greg DuPont talks about the third pillar of financial advocacy, wealth enhancement, as well as three secrets about …
Being a legal professional requires more than just legal knowledge. It also requires empathy, understanding, and the ability to make a positive impact on clients’ lives. What’s the mindset we must follow with our clients? In this episode, Greg DuPont sits down with Ben Glass, owner and attorney at BenGlassLaw and founder of Great Legal …
In an era where it has become more complicated to save for our future and maintain our lifestyles, it becomes vital for attorneys to explore various perspectives and learn strategies to navigate their clients to preserve their wealth. In this episode, Greg DuPont talks about the second pillar of financial advocacy, wealth preservation and challenges …
Financial advocacy is divided into six fundamental pillars that teach attorneys how to serve their clients better in their financial affairs. Wealth management, wealth preservation, wealth enhancement, wealth accumulation, wealth transfer, and the financial advocacy mindset. In this episode, Greg DuPont talks about the first of the six pillars of financial advocacy, wealth management. Greg …