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

By March to a Million | September 4, 2024

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 Gray, an attorney and owner of Pinnacle Estate Planning, to share his journey of becoming a financially-minded professional through the Wealth Solutions Network (WSN).

You’ll hear about Jason’s background, his transition from traditional estate planning to incorporating WSN’s comprehensive strategies, and how this has allowed him to provide greater value to his clients.

They discuss:

Jason’s journey from being an estate planning attorney and former social worker to joining WSN
The process and commitment required to obtain new credentials and the benefits they bring
The importance of asking deeper financial questions and how this transforms client relationships
The future of estate planning in the AI era and the paramount need for personalized, comprehensive service
And more!

Connect with Jason Gray:

Website: Pinnacle Estate Planning

Connect with Greg DuPont:

About Our Guest:

Jason Gray’s practice focuses on estate planning, business law, and real estate law. In addition to his legal practice, Jason has taught classes at the Gonzaga University School of Law and in the Paralegal Program at North Idaho College. He is a former Deputy Attorney General for the State of Idaho and served as a judicial law clerk in the Fourth Judicial District of the State of Idaho. He earned his J.D. degree from the Gonzaga University School of Law and is licensed to practice law in Idaho and Washington.

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