Month: August 2023
The Third Pillar of Financial Advocacy: Wealth Enhancement (Ep. 6)

The Third Pillar of Financial Advocacy: Wealth Enhancement (Ep. 6)

By |

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 it. He explores the importance of prioritizing a simple, fulfilling life and leaving a legacy and the role of math in wealth enhancement, focusing on understanding values and communicating results effectively. In addition, Greg touches on the power of savings and the potential of alternative assets when diversifying.

Greg discusses: 

  • The three secrets of wealth enhancement
  • Why people in retirement want a simple lifestyle and to leave behind a legacy, not an extravagant lifestyle
  • The role of math and communication in wealth enhancement when it comes to influencing and assisting clients
  • Why the investment world’s math can be disingenuous
  • An explanation of the Monte Carlo tool and its connection to gambling casinos
  • The importance of enhancing our wealth to protect ourselves from external risks
  • The importance of diversifying investments beyond traditional asset classes
  • The role of financial advocates in addressing known risks and providing resilience for unknown risks
  • And more!

Resources: 

Connect with Greg DuPont:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
The Financial Advocacy Mindset for Legal Professionals with Ben Glass (Ep. 5)

The Financial Advocacy Mindset for Legal Professionals with Ben Glass (Ep. 5)

By |

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 Marketing. Greg and Ben talk about the sixth pillar of financial advocacy: mindset. Ben shares the importance of being more than a lawyer to clients and the mindset lawyers and attorneys must consider to level up their practice.

Ben discusses: 

  • His journey of starting his own practice and the importance of being a life coach to clients
  • His mindset transition to start worrying more about his clients’ lives
  • The commoditization in the legal, financial, and insurance professions, and why it is essential to strengthen relationships with clients
  • Overcoming ethical considerations and misconceptions in the legal profession
  • The impactful role of Great Legal Marketing in helping lawyers build successful and differentiated practices
  • And more!

Resources: 

Connect With Ben Glass:

Connect with Greg DuPont:

About Our Guest:

For over a decade, attorney Ben Glass has been teaching hundreds of solo and small firm lawyers around the globe how to market ethically and effectively using education-based, direct-response style marketing.

Ben continues to practice law at his own personal injury and ERISA long-term disability firm near Washington, D.C., is the author of 14 books, and has gained national recognition for his ability to take marketing ideas that are working in other industries and ethically apply them to the legal field. As the founder and owner of Great Legal Marketing, Ben helps attorneys attract better clients and make more money without missing out on time at home with family.

Ben is the father of nine children, four of whom are adopted from China. He is an avid athlete, business advocate, and soccer referee. Ben works with the charity Love Without Boundaries, which provides healing homes and needed surgeries for orphans in impoverished countries, and he has run five Marine Corps Marathons on their behalf. Above all, Ben believes in the success of the solo and small firm attorney and the power of education-based, direct-response marketing.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
The Second Pillar of Financial Advocacy: Wealth Preservation (Ep. 4)

The Second Pillar of Financial Advocacy: Wealth Preservation (Ep. 4)

By |

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 traditional teachings in the financial industry. He touches on the importance of identifying patterns to determine the right strategies for clients and how annuities and life insurance can be powerful tools for wealth preservation when used effectively.

Greg discusses: 

  • The challenges faced by individuals who have finished their savings journey and are looking to preserve their wealth and legacy
  • The three secrets involved in wealth preservation
  • The importance of understanding the changing rules and increasing personal income tax rates in wealth preservation
  • The fact patterns that drive strategy in wealth preservation
  • How attorneys can analyze their existing client base to identify patterns to provide solutions for their clients’ wealth preservation needs
  • His interaction with an attorney about what can be implemented to generate revenue and deliver better outcomes to clients
  • And more!

Connect with Greg DuPont:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Archives

Categories