October 2024 – March to a Million

How Attorneys Can Build Stronger Client Relationships and Enhance Their Practice with Ari Galper (Ep. 35)

By March to a Million | October 16, 2024

Trust is the cornerstone of successful client relationships, especially in the legal and financial sectors. How can professionals build trust quickly and effectively? What are the common pitfalls in traditional sales approaches?

Join Greg DuPont in this insightful episode of March to a Million with special guest Ari Galper as they uncover the secrets to fostering genuine relationships and establishing trust in the legal and financial services industry.

Greg and Ari discuss:

Why traditional sales techniques fail in modern client interactions
The importance of uncovering the true needs of clients beyond surface-level goals
The role of trust-based language and how subtle changes can significantly impact your practice
Practical advice on shifting your mindset to let clients lead the buying process naturally
And more!

Resources:

Get your copy of “Trust in a Split Second” and “Unlock the Sales Game” by Ari Galper

Connect With Ari Galper:

Connect with Greg DuPont:

About Our Guest:

Ari Galper is the founder and CEO of Unlock The Game® and is the world’s number #1 authority on trust-based selling. He has been featured in CEO Magazine, Forbes, INC Magazine, SkyNews, and the Australian Financial Review.

As trust becomes the most important currency in the new economy, the act of selling as a dehumanizing process with endless “chasing”, has been completely re-invented and anchored in the timeless values of integrity and trust – through Trust-Based Selling.

In his best-selling book, “Unlock The Sales Game”, Ari describes his revolutionary sales approach based on getting to the truth and why having a mindset of focusing on deep trust, instead of “the sale” – is, ironically, 10 times more profitable.

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Understanding How to Plan for Required Minimum Distributions (RMDs) (Ep. 34)

By March to a Million | October 2, 2024

Required Minimum Distributions (RMDs) are a crucial and essential aspect of retirement planning, yet how they work is an often misunderstood concept.

How do RMDs impact your financial strategy, and what can you do to manage them effectively? Are there ways that attorneys can better serve their clients by understanding the nuances of RMDs?

In this episode, host Greg DuPont defines and explains the concept of RMDs, their significance, and strategies for managing them effectively to benefit your financial plan. He emphasizes the importance of proactive planning in order to take these payments into account and not be surprised later down the line. He also unpacks the important role of attorneys in educating and in guiding their clients through these financial decisions.

Greg discusses:

Definition and Importance: What RMDs are and why they matter in retirement planning
Tax Implications: How RMDs affect taxable income and the potential for higher tax brackets in retirement
Strategies for Management: Options like Roth conversions and other methods to minimize tax impact
Role of Attorneys: How estate planning attorneys can help clients navigate RMDs and improve their financial outcomes
And more!