Month: June 2025
How To Build a Future-Proof Law Firm with Ali Katz (Ep. 49)

How To Build a Future-Proof Law Firm with Ali Katz (Ep. 49)

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What if your law firm could become the most trusted advisor in your client’s life, far beyond documents and transactions?

In this powerful conversation, Greg DuPont welcomes Ali Katz, founder of Eyes Wide Open Collective, to share how she’s transforming the estate planning world by training attorneys to deliver holistic legal, insurance, financial, and tax (LIFT) guidance. Ali reveals the outdated systems keeping lawyers stuck, and the new business models that position them as lifelong stewards for their clients and communities.

Together, Greg and Ali unpack how to:

  • Break free from document-driven commoditization
  • Rebuild your practice around long-term relationships and recurring value
  • Align incentives across advisory services for deeper client impact
  • Future-proof your firm against AI and market shifts by leading with heart and strategy
  • And more!

Resources: 

Connect with Greg DuPont:

Connect with Ali Katz:

About Our Guest:

Ali is the visionary CEO and Founder of the Eyes Wide Open Collective and its portfolio of aligned companies.

She is also a family, financial, and legal expert who serves as a private advisor for families, business owners, and inheritors of family wealth. As a trusted advisor, Ali supports her clients to make eyes-wide-open legal, insurance, financial, and tax decisions in alignment with their values.

Ali’s genius when working with families is to bridge between the generations, as well as between the practical and spiritual aspects of Life & Legacy.

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The Secret to Employee Retention and Payroll Savings with Reagan Allen (Ep. 48)

The Secret to Employee Retention and Payroll Savings with Reagan Allen (Ep. 48)

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Wouldn’t it be great to find a way to keep your employees happy and save costs at the same time?

In this episode, Greg DuPont sits down with Reagan Allen to discuss an innovative program that provides businesses with tax savings while offering employees enhanced benefits without any additional cost. Greg and Reagan examine how leveraging changes introduced by the Affordable Care Act can lead to substantial savings and enhanced employee satisfaction. Learn how this program can serve as a powerful tool for employee recruitment and retention, and hear firsthand why it’s sparking interest nationwide.

Topics covered:

  • Introduction to the Employee Recruitment Retention Tool (02:10).
  • Details on the tax-saving benefits for employers and employees (03:15).
  • Understanding Section 125 Plan and its impact (03:40).
  • Additional employee benefits such as primary and urgent care coverage, telehealth, and prescription savings (07:30).
  • The program’s compatibility with existing healthcare plans (08:30).
  • Who the program is best suited for and eligibility criteria (14:27).
  • The potential cost savings for businesses and the structure of participation (16:05).

Resources:

Connect with Greg DuPont:

Connect With Reagan Allen:

About Our Guest:

Reagan is a financial advisor and licensed attorney in Oklahoma and Ohio. He is experienced in general corporate, estate planning, oil & gas, intellectual property, commercial litigation, employment, bankruptcy, real estate, and insurance subrogation.

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