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
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.
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.
Are you ready to dive into the world of alternative investments? In this episode of the March to a Million podcast, Greg DuPont is joined by Shana Sissel, known as the “Queen of Alts,” to explore how innovative platforms like Shana’s Banrion Capital are revolutionizing investment opportunities for financial advisors.
Greg and Shana delve into the evolving landscape of alternative investments, breaking down barriers that have kept many advisors—and their clients—out of this space. They discuss the importance of integrating diversified investment options into portfolios to better serve clients’ needs. With Shana’s insight, you’ll learn about the exciting potential of alternative investments to provide uniqueness and impact in ways traditional investments cannot.
Tune in to discover:
(02:15) How Banrion Capital is changing advisor access to alternative investments
(15:24) The importance of building better client-advisor relationships through tailored investment strategies
(19:39) The role of alternative investments as a diversification tool
(27:00) Greg’s strategic vision for empowering advisors through holistic financial solutions
And more
Join Greg and Shana in unraveling the complexities of alts to find new opportunities that align with clients’ financial and personal goals.
For two decades Shana Orczyk Sissel has climbed the ladder of the financial services industry. As Founder & Chief Executive Officer of Banríon Capital Management Shana helps financial advisors navigate the complex world of alternative investing, assisting with investment platform development, alternatives in portfolio construction and developing best practice in alternative investment due diligence.
Dubbed the “Queen of Alternatives” by her peers. Shana is a sought-after speaker & media contributor, appearing frequently at industry events and on major financial news outlets like CNBC, Fox Business Network, Bloomberg, Yahoo Finance, Reuters and the Schwab Network.
Shana has maintained fierce, outspoken advocacy for her fellow women in finance for the duration of her career — acting as a mentor for many other young women navigating the battlefield of a male-dominated industry. Having overcome many obstacles to achieve success in her own career, she leverages her personal social media following to speak out for the recognition and support of women in her field. As a member of Women in ETFs, Shana has become a spokesperson for their Speaker’s Bureau, with the goal of improving public representation of females in industry-oriented events and conferences, as well as in financial media.
How do current events, from wildfires to political promises, shape our financial landscape?
In this episode, Greg DuPont dives into the intricate connections between California wildfires, the emergence of Trump 2.0, and innovations in government efficiency. He explores how these seemingly disparate events interconnect and influence lives and financial markets.
Greg discusses:
(02:06) The devastating impact of California wildfires
(06:17) How advisors can support clients who’ve lost everything
(09:20) Analyzing Trump 2.0’s goals and their economic ramifications
(09:48) The potential for new technologies in construction and government
(16:41) Immigration policies and workforce implications
And more
With actionable insights and an engaging dialogue, this episode encourages listeners to reflect on how major societal shifts might shape personal and professional futures.
What does it take to redefine financial security in today’s world?
In this episode of “March to a Million,” Greg DuPont chats with John Broyles from OneAmerica Financial to explore the evolving landscape of long-term care (LTC) insurance and its impact on financial planning. Greg and John dive into the complexities of long-term care options, addressing common misconceptions and highlighting innovative solutions like hybrid LTC insurance. They share personal stories to underscore the real-life effects of financial planning and discuss strategies that offer greater protection and peace of mind, like unlimited LTC benefits and strategic use of qualified funds.
John discusses:
(04:53) The importance of addressing long-term care planning proactively
(08:34) The evolution from traditional to hybrid LTC insurance
(19:26) How OneAmerica Financial creates personalized solutions for clients
(21:10) Tax advantages for business owners investing in LTC policies
John Broyles, CFP® serves as a Concierge Specialist for OneAmerica Financial. John brings a range of experiences garnered through living abroad, working with mutual fund and insurance companies, and as a financial advisor.
What if you could transform your conversations by simply listening more?
In this episode, Greg DuPont flips the script and welcomes his usual host, Matt Halloran, as the guest of honor. Matt has dedicated years to mastering the art of listening and shares insights from his new book on how we can better connect with others.
In this rich discussion, Matt delves into the epidemic of loneliness exacerbated by digital living, revealing how engaged listening can help bridge gaps in human connection. Discover practical techniques like the “dramatic pause” that you can apply today to improve your communication skills and make others feel truly heard.
Matt and Greg discuss:
(02:01) The epidemic of loneliness and its origins
(05:21) Techniques for engaged listening and their impact on relationships
(07:50) The power of “holding space” during conversations
(10:00) How listening can transform sales and professional interactions
(16:00) The science behind why humans need connection
And more
Tune in for a conversation that might just change the way you communicate, both personally and professionally.
Matt Halloran is a co-founder and chief relationship officer at ProudMouth, the world’s leading influence accelerator for financial advisors. Matt is an in-demand speaker who has appeared on over 1,000 podcasts and given hundreds of speeches. He hosts ProudMouth’s Top Advisor Marketing Podcast, where he and industry leaders empower advisors to become trusted, recognized authorities. Matt is the author of The Social Media Handbook for Financial Advisors, the first social media book for financial services. His latest book, “Shut the F Up and Listen,” is available now!
What if your financial future could change in ways you never imagined?
In this episode, Greg DuPont sits down with Brad Barlow, an actuary and “secret weapon” for business owners. They delve into the world of defined benefit plans and how these often-overlooked tools can be game-changers for people who’ve built a thriving business and now find themselves catching up on retirement savings. Greg and Brad explore the surprising flexibility and potential tax benefits these plans offer, particularly for small business owners and independent contractors. Learn how Brad transitioned from a Fortune 500 consultant to a specialized advisor helping folks maximize their retirement savings quickly and efficiently. This episode digs into specifics, including the mechanics of plan setup and the financial advantages that come with savvy retirement planning.
Greg and Brad discuss:
(5:12) How defined benefit plans can be beneficial for business owners
(8:20) Recent changes in pension law that benefit smaller plan sponsors
(12:45) The interplay between investment strategies and contribution limits
(24:20)Unique applications of defined plans for diverse professional profiles
With over 20 years of experience as a successful actuary and retirement plan consultant, “Brad” Barlow is well-versed in the financial services industry.
Are you investing like it’s still the 20th century or have you embraced the new approaches of the 21st century?
In this episode, Greg DuPont talks about the transformation of investment practices and the evolving financial landscape. He challenges the outdated norms of passive investing and introduces listeners to emerging opportunities in private equity, real estate, and the evolving crypto sphere. Through insightful discussions, Greg highlights the potential risks of conventional approaches and advocates for strategies that can better navigate today’s tumultuous markets.
Greg discusses:
(03:25) The transformation of market structures and its implications
(09:33) The rise of private equity and its impacts
(13:27) Navigating private debt opportunities
(18:37) A fresh perspective on cryptocurrency
(20:45) Opening meaningful conversations as a financial advocate
And more
It’s time to consider rethinking your investment strategies. Tune in and explore pathways to financial growth and resilience.
What happens when business owners overlook the vital details of their buy-sell agreements?
In this episode, Greg DuPont sits down with David Foster, Director of Advanced Planning for Simplicity Group, to unravel the complexities of business succession planning and how recent legal changes can impact entrepreneurs. Discover why many business owners need to rethink their buy-sell agreements and protect their wealth from unforeseen tax implications like those highlighted in the recent Conley case.
Greg and David discuss:
(04:14) The importance of regular review and updates to buy-sell agreements
(05:51) How the Conley case could change estate tax valuations and why business owners should care
(09:59) Practical steps advisors can take to safeguard their clients’ interests
(14:06) Various complex solutions available for high-net-worth individuals and business succession planning
(21:07) Common mistakes for small business owners trying to minimize taxes and how to avoid aggressive tax strategies
And more
Tune in to gain clarity on essential financial strategies and learn how attorneys can better serve their clientele with advanced planning techniques. Don’t miss out on these critical insights that could save you and your clients from potential financial buy-sell oversights.
David Foster is the Director of Advanced Planning for Simplicity Group. David focuses on wealth transfer, business succession planning, charitable planning, and executive compensation planning.
