The Journey from an Attorney to a Financial Advocate (Ep. 1)
As an attorney, you have undoubtedly sharpened your skills in the intricacies of estate law.
There is, however, one crucial aspect you may have overlooked: confidently guiding your clients through their financial journeys. And that’s where we want to help you.
Welcome to The March to a Million podcast!
In this inaugural episode, Greg DuPont, the founder of the Wealth Solutions Network, shares his mission to positively impact a million lives by 2030 via his goal of empowering attorneys. Greg talks about how he believes that financially minded attorneys can provide valuable services to their clients by taking a holistic approach to their financial planning needs.
Greg discusses:
- The need for financially minded attorneys to provide single-point responsibility and solutions for their client’s financial, tax, and legal needs
- The licensing requirements for attorneys who want to provide investment advice
- The type of attorney who would be well-suited for the Wealth Solutions Network
- His educational background and how he became a lawyer and entrepreneur
- His passion for helping people make good decisions and how he wants to bring that to people through his podcast and other outreach
- And more!
Connect with Greg DuPont:
- Wealth Solutions Network
- LinkedIn: Greg DuPont
- LinkedIn: Wealth Solutions Network
- LinkedIn Group
- Facebook: Wealth Solutions Network
- info@wealthsolutionsgroup.biz
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