Category: Legal Profession
The Big Picture: From Practitioner to Legacy Builder (Mini Series Ep. 1)

The Big Picture: From Practitioner to Legacy Builder (Mini Series Ep. 1)

By |

Estate planning professionals are at a crossroads. Those who stay stuck in transactional work will struggle to survive, while those who think bigger have the chance to build a true legacy.

In this episode of March to a Million, Greg DuPont kicks off a special 10-part series on moving from practitioner to legacy builder. Greg talks about why so many attorneys plateau, how outdated thinking holds them back, and what it takes to build a practice that creates lasting impact for clients, families, and the profession itself.

Greg discusses:

  • Why so many estate planning attorneys plateau in their practices
  • The critical differences between revenue models for attorneys and financial advisors
  • How outdated beliefs in the profession prevent attorneys from running their firms as businesses
  • The 4D Estate Plan model and how it shifts the attorney’s role from technician to strategist
  • Why this mini-series matters and what’s at stake for those who want to build a legacy
  • And more

Resources:

Connect with Greg DuPont:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
The Private Insurance Strategy Every Business Owner Should Know with Craig Clemons (Ep. 52)

The Private Insurance Strategy Every Business Owner Should Know with Craig Clemons (Ep. 52)

By |

Private insurance isn’t just for Fortune 500 companies; it can be a powerful wealth-building and risk-mitigation tool for law firms, business owners, and entrepreneurs.

In this episode of March to a Million, Greg DuPont sits down with Craig Clemons, Vice President at Reinsurance Specialists, to uncover how private insurance structures can help business owners self-insure, unlock tax advantages, and even build new pools of investment capital. From protecting against reputational risk to leveraging captive insurance strategies for estate planning and retirement, Craig breaks down the opportunities most professionals don’t even know exist.

Here’s what you’ll learn:

  • How private insurance works as both protection and an asset-building tool
  • Why risk management strategies can be customized for any industry
  • Real-world examples of law firms, doctors, and construction companies using this model
  • How private insurance ties into estate planning and long-term wealth transfer
  • And more!

Connect with Greg DuPont:

Connect With Craig Clemons:

About Our Guest:

C-suite executive with extensive sales, marketing, business development, and leadership experience in diverse companies, including three Fortune 500s. In his current role with Reinsurance Specialties™, Craig recruits, coaches business development individuals / educates business leaders operating in 30 US states, delivering a best-in-class private insurance platform.

As recent vice president of public relations and business development for Express Employment Professionals™ (a $4 billion international enterprise), Craig worked directly with the CEO to develop new business and strategic partnerships serving 800 franchised offices, 65,000 clients, and 600,000 associates in the U.S., Canada, and South Africa.

Previously, Craig served in senior management positions with Oklahoma State University, Williams Companies, Advantage Media Group, Frito-Lay, and for eleven years with Anheuser-Busch as Senior Market Manager.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
From Brain Surgery to the Bar: Why Susan Chace Helps Clients Plan for the Unknown (Ep. 51)

From Brain Surgery to the Bar: Why Susan Chace Helps Clients Plan for the Unknown (Ep. 51)

By |

When life knocked her down (literally), Susan Chace got back up and rewrote the script.

In this moving episode of March to a Million, Greg DuPont sits down with new Wealth Solutions Network member Susan Chace, Esq., whose 14-year journey to becoming an estate planning attorney includes surviving a brain tumor, raising three children as a single mother, and juggling multiple careers. 

Now a licensed attorney and ready to serve, Susan shares how her own near-death experience changed how she sees estate planning, financial strategy, and the importance of being truly prepared.

What to expect in this episode:

  • The medical crisis that pushed Susan to law school
  • How part-time professionals and gig workers can protect themselves
  • Why most people don’t plan ahead and how she’s changing that
  • Her bold mission to serve dentists, realtors, and caregivers with clarity and heart
  • And more!

Connect with Greg DuPont:

Connect With Susan Chace:

About Our Guest:

Chace Law Firm is the solo practice of Susan Chace, a dedicated attorney who provides thoughtful, strategic, and client-centered legal services in the areas of estate planning, trust administration, probate, real estate, and civil matters. Receiving her Juris Doctorate from Trinity Law School and becoming a California attorney, Susan brings a rare blend of compassion, insight, and real-world experience to her practice.

As a former business owner, registered dental hygienist, and real estate professional, Susan understands the practical needs of families, entrepreneurs, and individuals navigating life transitions. Whether helping clients preserve their legacy or resolve disputes, she approaches each case with a commitment to clarity, compassion, and real results. 

Susan has a unique ability to guide clients through both preventative legal planning and complex disputes. Her mediation experience at the Central Justice Center in Orange County’ gives her a grounded understanding of conflict resolution, and competing on Trinity’s Moot Court team underscores her persuasive courtroom presence.

Working directly with every client from start to finish—ensuring personalized guidance and trusted legal advocacy—Susan will be with you every step of the way.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
Why the 4% Rule Could Fail You in Retirement (Ep. 50)

Why the 4% Rule Could Fail You in Retirement (Ep. 50)

By |

Greg is back to dismantle one of the most widely accepted yet dangerously outdated retirement concepts: the 4% rule.

In this episode, Greg DuPont shares his research and frustrations that made him question why many advisors still cling to outdated income planning assumptions that could jeopardize retirement outcomes. From the origins of the 4% rule to today’s evolving withdrawal realities, Greg explains why “just pulling 4%” is not a strategy and what proactive advisors and consumers should be doing instead.

Greg discusses:

  • Why the 4% rule is more folklore than fact in today’s environment
  • How the sequence of return risk and market cycles can complicate distribution planning
  • The real cost of fees and taxes when using this outdated rule
  • Smarter strategies to build flexible, reliable retirement income
  • And more!

Resources: 

Connect with Greg DuPont:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
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)

By |

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.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
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)

By |

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.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
Unlocking the Retirement Tax Trap: Strategies for Preserving Wealth (Ep. 47)

Unlocking the Retirement Tax Trap: Strategies for Preserving Wealth (Ep. 47)

By |

Is Your Retirement Hiding a Tax Trap?

In this episode, Greg DuPont discusses his latest venture: the “Retirement Tax Trap.” Discover how this new development is set to revolutionize client interactions for Wealth Solutions Network (WSN) members, offering a unique lead generation tool through comprehensive estate planning strategies.

Greg shares insights on:

  • The development and purpose of “The Retirement Tax Trap” [01:09]
  • Creating alignment within law practices [03:16]
  • The importance of focus in targeting the right market [04:02]
  • Utilizing the book within a lead generation system [07:30]
  • Optimizing consumer outreach through webinars and marketing [12:08]

Resources:

Connect with Greg DuPont:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
Navigating the Revolution: Politics, AI, and Finance (Ep. 46)

Navigating the Revolution: Politics, AI, and Finance (Ep. 46)

By |

Can revolutions be quiet? 

Dive into this episode to explore three silent yet powerful revolutions reshaping our world today: political, AI, and financial. 

Greg DuPont navigates these transformative times with insights on how the Wealth Solutions Network (WSN) can guide you through the noise.

Greg discusses: 

  • (02:30): How shifts in government structures impact our personal and financial security
  • (09:34): The potential of AI to revolutionize the legal and financial landscapes, and Greg’s very own Virtual Greg project
  • (11:12): Strategies to adapt in a rapidly evolving economic environment, emphasizing the importance of holistic planning
  • And more!

Connect with Greg DuPont:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
How to Build a Winning Team: Insights from Greg DuPont (Ep. 45)

How to Build a Winning Team: Insights from Greg DuPont (Ep. 45)

By |

What’s the secret to being a successful leader while managing transitions? Dive into this episode of March to a Million as Greg DuPont shares firsthand insights from his recent conference experience, revealing key strategies and mindset shifts in the world of financial and legal practice. Unpack lessons on building effective teams, handling infrastructure changes, and the importance of having the right people in the right roles as Greg unveils the evolution of Wealth Solutions Network (WSN) over the past 18 months.

Greg opens up about:

  • (01:29) The significance of aligning team roles and tackling personnel challenges 
  • (04:03) How strategic partnerships and smart hiring are propelling WSN forward
  • (07:14) The pivotal role of a “number two” in achieving business growth 
  • (12:51) Advancements in WSN’s marketing strategies to attract and retain clients 
  • And more

Connect with Greg DuPont:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Mastering Real Estate Valuations: Insights from Taylor Vick, CFA (Ep. 44)

Mastering Real Estate Valuations: Insights from Taylor Vick, CFA (Ep. 44)

By |

Is real estate still a good investment for your portfolio? 

Join Greg DuPont as he chats with Taylor Vick, Director of the Commercial Real Estate division of Foothills and Blue Ridge Asset Management about the smart ways real estate can diversify your investments and provide significant returns. Get the scoop on valuing your assets and how ongoing valuations can play a game-changing role for your financial future!

Tune in to discover:

  • [00:01:29] Introduction to Taylor Vick and Blue Ridge Asset Management
  • [00:03:01] Exploring property management and real estate syndication
  • [00:05:54] Understanding business valuation and its cross-industry relevance
  • [00:09:56] The importance of defensible valuations for estate planning
  • [00:17:22] How exit strategies in real estate can maximize value
  • [00:23:21] Alternative investments: Real estate syndicates explained

This episode is jam-packed with actionable insights tailored for anyone navigating real estate investments and comprehensive financial strategies. 

Resources:

Connect with Greg DuPont:

Connect with Taylor Vick:

About Our Guest: 

Taylor is the Director of the Commercial Real Estate division of Foothills and Blue Ridge Asset Management. Currently managing over $100 million in assets, Taylor leads Blue Ridge to create custom portfolios for investors to achieve their lifestyle goals.

Blue Ridge oversees financing, due diligence, pro forma analysis, acquisition, property management, accounting, value add and disposition for client portfolios.

 When Taylor is not helping his clients with their commercial needs, he can be found on the golf course or spending time with his wife Rachel and two children.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Archives

Categories