Category: Financial Services
Transforming Estate Planning with WSN 2.0 (Ep. 33)

Transforming Estate Planning with WSN 2.0 (Ep. 33)

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Estate planning is evolving and Wealth Solutions Network (WSN) 2.0 is at the forefront of this transformation.

With these changes underway, how can estate planning attorneys enhance their practice and better serve their clients? What changes are necessary to achieve greater professional satisfaction and client value?

In this episode, host Greg DuPont discusses the evolution of WSN into its 2.0 version. Starting by defining what this 2.0 version entails, Greg shares insights on the challenges faced by estate planning attorneys and the solutions WSN 2.0 offers to overcome them. This episode also highlights the importance of trust-based client relationships and the need for continuous improvement in the legal profession.

Greg discusses: 

  • The key learnings from the first year of WSN and the challenges faced by members
  • The importance of obtaining an insurance license and the time commitment required
  • The shift in focus to a more streamlined and scripted process for client interactions
  • The introduction of nationwide estate planning webinars as a lead source for WSN members
  • The emphasis on trust-based selling and building strong client relationships
  • The vision for WSN 2.0 to accommodate more members and create a significant impact in the estate planning community
  • And more!

 

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

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

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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!

 

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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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How Taking Time Off Can Make All the Difference (Ep. 31)

How Taking Time Off Can Make All the Difference (Ep. 31)

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Taking time off is crucial for personal and professional growth, but many entrepreneurs struggle to unplug.

How can you prepare your business to thrive without you? What benefits can you gain from truly disconnecting?

This week, Greg DuPont chats about the importance of taking time off and how doing so can lead not only to personal rejuvenation but also to professional growth. Greg shares his insights from a two-week vacation, discussing the steps he took to ensure his businesses thrived in his absence, emphasizing the role of strategic planning and team empowerment.

You’ll be surprised by what a good rest can do for yourself, your career, and for those around you. 

Greg discusses: 

  • The benefits of taking time off for hard-charging entrepreneurs
  • Detailed preparation he took to make himself “worthless” for a month
  • Insights from Dan Sullivan’s approach to free days, focus days, and buffer days
  • The surprising impact of Greg’s absence on his law practice’s revenue
  • And more!

 

Resources: 

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How to Integrate Financial Services into Your Law Practice (Ep. 30)

How to Integrate Financial Services into Your Law Practice (Ep. 30)

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Incorporating financial services into a law practice can be a game-changer for attorneys seeking to add value and diversify their offerings.

How can attorneys seamlessly integrate financial services into their practice? What are the steps and benefits involved in this transition?

In this episode of March to a Million, Greg DuPont explores the essential steps for attorneys to incorporate financial services into their law practices. He covers the necessary licenses, regulatory requirements, and the benefits of offering these services to clients. Greg also highlights the support systems available through the Wealth Solutions Network (WSN).

Greg discusses: 

  • Key differences and requirements for Series 6, Series 7, and Series 65 licenses
  • The ease and importance of obtaining a life insurance license
  • The regulatory landscape for financial and insurance services
  • How to find the right partners to access securities and insurance products
  • The critical role of strategic partnerships in providing client-centered solutions
  • And more!

 

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Reflections on Higher Education and Financial Planning (Ep. 29)

Reflections on Higher Education and Financial Planning (Ep. 29)

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The processes around higher education are evolving, and so are the financial strategies needed to navigate its costs and benefits.

What do families need to begin planning for the rising costs of college? What impact will technological advancements in AI and learning and information have on traditional education?

This week, Greg DuPont shares his thoughts on the future of higher education and financial planning, sparked by his daughter’s college graduation. He touches on the challenges families face in saving for college, the potential decline of smaller colleges, and the evolving role of technology in education.

Greg discusses: 

  • The high costs of college education and the challenges of saving for it
  • The potential closure of smaller colleges due to financial pressures
  • The impact of technology, like AI, on the need for traditional higher education
  • The future of student loans and their implications for families
  • The importance of flexible financial planning to adapt to changing educational landscapes 
  • And more!

 

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How to Boost Your Bottom Line and Employee Satisfaction with Josh Kelley (Ep. 28)

How to Boost Your Bottom Line and Employee Satisfaction with Josh Kelley (Ep. 28)

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Are you ready to discover a game-changing benefit program for your employees that boosts morale and cuts costs?

In this episode, Greg DuPont chats with Josh Kelley, Employee Benefits Advisor at Citadel Benefits Group, about an innovative program called the Self-Insured Medical Reimbursement Program (SIMRP). By utilizing tax codes designed for preventative healthcare, this program provides cost savings for employers while offering substantial benefits to employees. 

Employers can look forward to reduced payroll taxes and offering their employees access to supplemental benefits without impacting take-home pay. 

Together they discuss: 

  • How SIMRP can save employers an average of $550 per employee per year in payroll taxes
  • The robust wellness program provided to employees, including telehealth, mental health resources, and much more
  • Understand the conditions under which employees and businesses qualify for the program
  • How this program offers immediate financial relief for businesses while enhancing employee benefits 
  • And more!

 

Connect With Josh Kelley:

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About Our Guest:

Josh Kelley gets to help people protect what they care about most: their families and the things they have worked hard to earn and achieve.

Josh started his business life at a very young age with several ventures including Full Service Car Wash, Used Car Lot, Limousine Service, Wrecker Service, and many other small businesses.

Through great success and massive failures, Josh learned very valuable lessons not just in business but in life during his tenure running these businesses.

After 6 years of helping other agency owners grow their agencies, Josh decided it was time for a change, which led him to open his own agency. 

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Is the Stock Market a Ponzi Scheme? (Ep. 27)

Is the Stock Market a Ponzi Scheme? (Ep. 27)

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The financial world is abuzz with debates and discussions, but one question looms large: Is the stock market nothing more than a sophisticated Ponzi scheme?

This week on the March to a Million podcast, Greg DuPont explores the controversial comparison of the stock market’s operations to a typical Ponzi scheme, giving you the official definition of a Ponzi scheme to compare and contrast how the behaviors relate to the current market. He also discusses what these implications mean  for investors and the legal profession.

Greg discusses: 

  • The legitimacy of the stock market’s operations, likening it to a Ponzi scheme and expressing concerns over its sustainability
  • The current financial guidance system, emphasizing the need for attorneys to understand and break the cycle of what he perceives as a flawed system
  • The commoditization of investment advice and how it affects consumer choices and the industry at large
  • The impending wealth transfer from baby boomers and its potential impact on the stock market’s stability
  • The fee structures in financial services and whether they truly serve the best interests of clients
  • How attorneys can break the cycle of poor financial guidance and better serve their clients
  • And more!

 

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Awakening to Risk: Attorneys and the Future of Markets (Ep. 26)

Awakening to Risk: Attorneys and the Future of Markets (Ep. 26)

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In the face of impending market changes, how can families plan to safeguard their financial future?

In this episode of March to a Million, Greg DuPont explores the urgent need for a seismic shift in how we perceive financial planning and the crucial role attorneys play in this transformation. He digs into the pressing issues facing the financial market and the impending changes that could reshape our financial futures.

Greg discusses: 

  • His epiphany about the future of the market and its impact on his clients
  • The significance of the 100th anniversary of the Great Depression in relation to current market conditions
  • Strategies for protecting family wealth, including offloading risk and exploring alternative investments
  • The role of insurance companies in providing stability during economic downturns
  • The potential of Bitcoin and real estate as alternative investment options
  • The importance of guaranteed income and the dangers of forced asset liquidation during market crashes
  • Roles that attorneys play in financial advocacy to protect clients’ interests in a comprehensive manner
  • And more!

 

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The Human Element in Financial Advisory with Lindsay Troxell (Ep. 25)

The Human Element in Financial Advisory with Lindsay Troxell (Ep. 25)

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The process of transitioning into retirement involves more than just financial planning; it involves psychological and emotional preparation as well.

How can attorneys and financial advisors provide a more holistic service that addresses the human side of retirement? How can they help clients navigate the emotional complexities of leaving their work identity behind?

This week, Greg DuPont chats with Lindsay Troxell, Founder, CEO, and Head Coach At Our Coaching Initiative. They explore the importance of understanding clients’ emotions, the impact of exhaustion on retirement dreams, and strategies for attorneys and advisors to connect more deeply with their clients.

They discuss:

  • The significance of coaching in the financial advisory space and how it can enhance client relationships
  • The challenges clients face when transitioning from work life to retirement, particularly in terms of emotional readiness and identity
  • The importance of managing physical, emotional, mental, and spiritual energy for a fulfilling retirement
  • How advisors can help clients redefine their purpose and identity post-retirement
  • The art of asking the right questions to facilitate deeper conversations and connections with clients
  • How advisors can overcome feelings of inadequacy when stepping into a coaching role
  • Encouraging a growth mindset among advisors to move from merely surviving to thriving in their profession
  • And more!

 

Resources: 

Connect With Lindsay Troxell:

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About Our Guest:

Lindsay Troxwell is a Certified Life Coach and International speaker changing the landscape of financial services. Since 2005, Lindsay Troxell has worked on thousands of teams across the United States and in Europe with a focus on practice management, business development, client experience, team dynamics, and mindset.

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Embracing Generational Differences in the Great Wealth Transfer (Ep. 24)

Embracing Generational Differences in the Great Wealth Transfer (Ep. 24)

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The great wealth transfer is a monumental event, and attorneys must adapt to generational differences to capture this opportunity.

How can attorneys effectively communicate and market to different generations? What strategies can they employ to engage with a younger, more digitally savvy audience?

In this episode of the March to a Million podcast, Greg DuPont explores the importance of understanding generational nuances in marketing, especially in the context of the great wealth transfer. They explore the impact of financial events on younger generations and the necessity of creating content that resonates with Gen X, Millennials, and Gen Z.

Greg discusses: 

  • The distinct marketing approaches required for different generations and the misconceptions attorneys may have
  • The shift from traditional word-of-mouth marketing to building a foundation of social proof for younger audiences
  • The importance of creating convenient, bite-sized content for digital platforms to attract the next generation
  • The need for attorneys to focus on the outcomes and feelings their services provide, rather than just the technical aspects
  • The benefits of utilizing owned media like print newsletters and websites to control the message and build credibility
  • Effective strategies for converting conversations into client engagements without hard selling
  • And more!

 

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