Category: Financial Planning
The Fifth Pillar of Financial Advocacy: Wealth Transfer (Ep. 9)

The Fifth Pillar of Financial Advocacy: Wealth Transfer (Ep. 9)

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Safeguarding assets and ensuring their seamless transition to future generations has never been more crucial. 

That is where the role played by estate planning attorneys becomes more important than ever. 

In this episode, Greg DuPont explores the fifth pillar of financial advocacy: Wealth Transfer. He emphasizes the importance of attorneys in preserving, protecting, and transferring assets, particularly in the face of potential wealth confiscation. Greg also touches on the need for attorneys to help with tax planning and protection against market losses, and the value of life insurance.

Greg discusses: 

  • The role of estate planning attorneys in wealth transfer
  • The potential confiscation of wealth and the need for attorneys to be the last line of defense in protecting and preserving assets
  • Roth conversions, market loss protection, and the value of life insurance as a way to help clients preserve and protect their assets
  • The three secrets of wealth transfer
  • A case study demonstrating the value of proactive estate planning and highlighting the importance of being a true advocate for clients
  • And more!

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The Fourth Pillar of Financial Advocacy: Wealth Accumulation (Ep. 8)

The Fourth Pillar of Financial Advocacy: Wealth Accumulation (Ep. 8)

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Embarking on the journey towards financial security and prosperity requires more than simply making decisions. It also requires strategies to multiply and maximize wealth.

In this episode, Greg DuPont explores the fourth pillar of financial advocacy: Wealth Accumulation. He shares the three big secrets behind it along with valuable insights on how to optimize savings strategies and engage in valuable conversations with your clients. Greg emphasizes the importance of tackling debt and taxes to maximize wealth accumulation.

Greg discusses: 

  • The three secrets of wealth accumulation
  • The drawbacks of relying solely on 401(k) for savings and the need to consider alternative investment options
  • The need to take more risks for higher returns in a pre-tax environment and how shifting to an after-tax world can reduce the required rate of return
  • The goal of Wealth Solutions Network to help the general public with their finances
  • The potential to cut down debt repayment time by being systematic with compound interest and alternative solutions to traditional retirement savings
  • And more!

Resources: 

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Are Attorneys Missing Out on a Valuable Opportunity with Long-Term Care? with Jeff Sather (Ep. 7)

Are Attorneys Missing Out on a Valuable Opportunity with Long-Term Care? with Jeff Sather (Ep. 7)

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If you have not allocated something for long term care needs in the future, you’ve allocated everything you own to long term care needs in the future.

For attorneys, this is an area worth paying full attention to in order to increase their practice value.

In this episode, Greg DuPont sits down with Jeff Sather, Asset Based Long Term Care Advisor Development Consultant at InsurMark. They talk about the untapped potential of long-term care in the legal profession and how it can significantly boost revenue while addressing a pressing need in the market. Jeff shares his personal experiences and passion for improving long-term care, highlighting the power of dedication and innovation.

Greg and Jeff discuss: 

  • How long-term care can increase the revenue of your practice and fulfill an unmet need
  • The importance of long-term care insurance and how attorneys can help their clients around this topic
  • Jeff’s personal story about his family’s experience with long-term care and the consequences of not having proper coverage
  • Insights from studies showing that only about 10% of the population owns a long-term care policy and the lack of conversations about the topic with advisors
  • The benefits that people don’t know about the modern long-term care insurance policies
  • Why attorneys should bring up long-term care conversations with clients
  • And more!

Resources: 

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About Our Guest:

Jeff Sather was nicknamed “The Most Successful Marketer of Hybrid LTCi”. He is on a crusade to get people crucial retirement coverage. He served two years on the External Advisory Board for One America. He was a key catalyst for Nationwide designing a qualified funding approach for their CareMatters II product. He is passionate about revealing all the secrets to his success, including the strategies, marketing tools, and sales presentations he employs to create an incredibly consistent production! Overall, Jeff helps protect consumers against the risk of poverty and outliving their income.

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

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

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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: 

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

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

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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:

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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.

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

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

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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!

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The First Pillar of Financial Advocacy: Wealth Management (Ep. 3)

The First Pillar of Financial Advocacy: Wealth Management (Ep. 3)

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Financial advocacy is divided into six fundamental pillars that teach attorneys how to serve their clients better in their financial affairs.

Wealth management, wealth preservation, wealth enhancement, wealth accumulation, wealth transfer, and the financial advocacy mindset.

In this episode, Greg DuPont talks about the first of the six pillars of financial advocacy, wealth management. Greg highlights why attorneys need to have valuable conversations with clients about their wealth while exploring how his team can help you find the answers to your questions.

Greg discusses: 

  • His definition of wealth management 
  • His evolution as a wealth manager, from being a captive agent to realizing the importance of low-cost fixed index investing and structures that drive the outcome
  • Reasons why members of his network don’t need to have all the financial answers for their clients
  • The licensing component needed to fulfill the wealth management pillar
  • The three S’s for the average investor 
  • How his back office can provide investments solutions and support for members of the network
  • Why he believes that traditional wealth management doesn’t work and how his system focuses on using the right tools to preserve wealth
  • And more!

Resources:

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Get to Know Your Host: Greg DuPont (Ep. 2)

Get to Know Your Host: Greg DuPont (Ep. 2)

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In our inaugural episode, we got to find out a little bit about Greg’s history and most importantly, the idea behind March to a Million podcast and The Wealth Solutions Network. 

In this episode, Greg DuPont shares a little about himself and how he makes a positive impact on the world. He talks about his personal story, what he likes doing in his free time, his motivations for starting the March to a Million movement, and the mindset he maintains daily to grow personally and professionally.

Greg discusses: 

  • What he does to recharge and unwind
  • What he would do with his time if he had all the money and didn’t have to work
  • His advice and recommendations for family, friends and clients
  • How his father’s example of constant lifelong learning influenced him
  • His definition of success 
  • The daily mantra that keeps him focused
  • And more!

Resources: 

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The Journey from an Attorney to a Financial Advocate (Ep. 1)

The Journey from an Attorney to a Financial Advocate (Ep. 1)

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As an attorney, you have undoubtedly sharpened your skills in the intricacies of estate law.

There is, however, one crucial aspect you may have overlooked: confidently guiding your clients through their financial journeys. And that’s where we want to help you.

Welcome to The March to a Million podcast!

In this inaugural episode, Greg DuPont, the founder of the Wealth Solutions Network, shares his mission to positively impact a million lives by 2030 via his goal of empowering attorneys. Greg talks about how he believes that financially minded attorneys can provide valuable services to their clients by taking a holistic approach to their financial planning needs.

Greg discusses: 

  • The need for financially minded attorneys to provide single-point responsibility and solutions for their client’s financial, tax, and legal needs
  • The licensing requirements for attorneys who want to provide investment advice
  • The type of attorney who would be well-suited for the Wealth Solutions Network
  • His educational background and how he became a lawyer and entrepreneur
  • His passion for helping people make good decisions and how he wants to bring that to people through his podcast and other outreach
  • And more!

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