Month: December 2023
The Biggest Highlights from the March to a Million Podcast (Ep. 15)

The Biggest Highlights from the March to a Million Podcast (Ep. 15)

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Over the last 14 episodes of the March to a Million podcast, we have shared a significant amount of valuable information about the Wealth Solutions Network and how attorneys can play a vital role in their client’s financial well-being.

Today, we do a recap of all these details and more!

In this episode, Greg DuPont recaps the key points and greatest hits of previous shows. He touches on the birth of the Wealth Solutions Network and the six pillars that form its foundation. Additionally, Greg shares a success story and describes the ideal member for WSN.

Greg discusses: 

  • The genesis of his idea to positively impact 1 million lives by creating an army of financially minded attorneys
  • The six pillars that form the foundation of the Wealth Solutions Network and how they work together to provide solutions
  • The upcoming transfer of wealth and how estate planning attorneys can play a crucial role in this process
  • A success story of how he helped a client inherit a significant amount of wealth and retire comfortably, highlighting the effectiveness of the system
  • The ideal candidate for joining the Wealth Solutions Network
  • His goal for the Founders Club and the purpose of stress testing and establishing proof of concept
  • And more!

 

Connect with Greg DuPont:

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A Guide to Marketing and Building Long-Term Relationships for Attorneys with Charley Mann (Ep. 14)

A Guide to Marketing and Building Long-Term Relationships for Attorneys with Charley Mann (Ep. 14)

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One of the most important skills for any professional is effective communication with clients and prospects.

This is especially true for estate planning attorneys, who deal with complex and sensitive matters that require trust.

However, many lawyers struggle with marketing their services and building long-term relationships with their clients.

In this episode, Greg DuPont talks with Charley Mann, Founder of Law Firm Alchemy, about the importance of relationship-building and marketing in the legal profession. They challenge the conventional transactional mindset of attorneys and emphasize the need for a more client-centric approach. They also explore the evolving business model of law firms and the potential shift from specialization to generalization.

Greg and Charley discuss: 

  • The purpose of marketing and the difference between building awareness and getting clients
  • Why shift from a transactional to a relationship-based approach
  • The responsibility of staying connected with clients
  • The importance of personalized and targeted marketing strategies for law firms
  • The concept of information-based direct response marketing 
  • The traditional model of specialization in estate planning and the move towards a more generalized approach
  • The need for estate planners to move upmarket and adapt to the changes brought by AI and technology
  • And more

 

Resources: 

Connect with Charley Mann:

 Connect with Greg DuPont:

About Our Guest:

Charley Mann is the founder of the Law Firm Alchemy. Law Firm Alchemy seeks out the independent, entrepreneurial law firm owner who wants to learn how to fish, not just have fish handed to him or her. Their service comes through our coaching and courses. These are designed with the intention (one of our core values) of deep impact.

How they achieve impact looks different than many others. They aim for positive relationships, even through a course you may watch. The audience is always first in their minds. If they can’t get you to pay attention, it doesn’t matter how good the advice is, it won’t be heard. And the secret to keeping your attention is making it clear that they know you’re there and they respect your intention of learning, your ambition to grow, and your desire to sharpen your axe.

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Simplifying the Complexity of Indices with Laurence Black (Ep. 13)

Simplifying the Complexity of Indices with Laurence Black (Ep. 13)

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Choosing the right index for your investment goals can be a daunting task, especially when there are millions of options available.

How do you know which one is best suited for your risk tolerance, time horizon, and expected returns? How do you evaluate the performance and design of different indexes and ETFs?

These are some of the questions that many investors face when they enter the world of index-linked products.

In this episode, Greg DuPont chats with Laurence Black, Founder of The Index Standard®,  a company that rates and evaluates ETFs and indices used in the insurance and structured product space. They explore the challenge of choosing the right index among the many available and the importance of forward-looking due diligence. Laurence emphasizes the need for diversification and preparing for unforeseen events in the investment world.

Together they discuss: 

  • The importance of taking a forward-looking approach when choosing an index
  • The Index Standard’s three-step forecasting process
  • The significance of diversification in dealing with unknown risks and protecting oneself in the investment world
  • The benefits of exchange traded funds (ETFs) compared to mutual funds
  • How The Index Standard evaluates and categorizes the largest index-linked ETFs based on their robustness and design
  • The valuable insights you’ll gain from the training with Laurence, simplifying the complexity of insurance indices for informed decision-making
  • And more!

Connect With Laurence Black:

Connect with Greg DuPont:

About Our Guest:

Laurence Black is the founder of The Index Standard® and an index advisor to Robert J. Shiller, Sterling Professor of Economics at Yale University.

Before founding The Index Standard®, Laurence was Managing Director and Head of Quantitative Indices and Strategies at Barclays, where he oversaw the development of the Barclays index family. In addition to designing some of the first smart beta/factor indices, Laurence spearheaded Barclays’ index partnerships with Professors Robert Shiller and Nouriel Roubini, as well as Novus Partners.

Before Barclays, Laurence was Head of Indices at ABN AMRO in London, where he successfully launched indices with well-known investors such as Jim Rogers and Joel Greenblatt. Before ABN AMRO, Laurence worked at Lehman Brothers, Deutsche Bank, and Credit Suisse.

Laurence holds an MBA from the University of Warwick and a Bachelor’s degree from the University of Cape Town. When not thinking about financial matters, he can mostly be found on a tennis court.

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