Attorney – March to a Million

How to Be a Financial Advocate for Your Clients with Mike Ringel (Ep. 12)

By MarchToAMillion | November 22, 2023

Financial planning is not just about numbers and calculations. It is also about understanding your client’s values, goals, and dreams so that you can assist them in achieving them through sound financial strategies.

Whether you are an attorney, a CPA, or a financial advisor, you need to have the skills and mindset of a financial advocate to serve your clients well.

In this episode, Greg DuPont sits down with Mike Ringel, CPA, RICP®, CDFA®, CExP™, Financial Coach at Wealth Design Group, to dive into the secrets of financial advocacy. They explore the importance of embracing a consultant mindset, the value of specialized knowledge in financial planning, and the need to create holistic financial plans that align with your clients personal values.

Greg and Mike discuss:

Mike’s transition from being a CPA to becoming a financial advisor and the challenges he faced along the way
The importance of viewing yourself as consultants rather than salespeople
Focusing on uncovering clients’ real issues and helping them achieve their desired state
The shift in the legal industry towards providing holistic financial guidance
The purpose of Mike’s practice, which is to empower families to discover purpose, freedom, and abundance in their lives through investing and financial planning
Mike’s experience in working with solo and small law firms to help them protect, grow, and eventually exit their businesses
And more!

Connect With Michael Ringel:

Connect with Greg DuPont:

About Our Guest:

As the son of a college professor (Dr. Herbert Ringel, Ph.D., Physics), Michael’s passion for teaching began at a very early age. While his father wanted him to pursue the same noble profession, Michael’s mathematical mind and entrepreneurial spirit led him down a different path. After pursuing his CPA and MBA, he explained to his father that he would be pursuing a career in teaching and education, except in a nontraditional setting. He decided to teach families about money and investing.

Since 2004, Michael’s has been working with business owners, divorced women, families with children with special needs, and typical families to build confidence around their money.

Michael’s philosophy is to guide each family to discover for themselves what is important to their family, both personally and financially. Then, Michael shares with each family a variety of financial strategies that are prudent for them. He shares with them what may be financially possible for them in the future. It is only then when they agree upon a prudent strategy, that financial products and services are recommended to fulfill each strategy. Michael’s academic approach to financial planning has served his clients well.

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

By MarchToAMillion | July 19, 2023

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!