Tag: Attorney Practice Growth
The 4D Estate Planning Advantage for Modern Attorneys (Mini Series Ep. 2)

The 4D Estate Planning Advantage for Modern Attorneys (Mini Series Ep. 2)

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The legal profession is facing a reckoning, and estate planning attorneys are at a crossroads.

In this episode of March to a Million, Greg DuPont outlines the 4D Estate Planning Advantage: a transformative model designed to help attorneys evolve from document drafters to holistic, family-office-style advisors. With AI tools like wealth.com gaining traction and financial advisors moving aggressively into the estate planning space, the time to adapt is now.

Greg explains how attorneys can use the 4D framework to:

  • Stay relevant in an AI- and tech-driven future
  • Deliver comprehensive value beyond documents
  • Protect clients from one-size-fits-all financial sales strategies
  • Structure their practice to attract higher-value engagements
  • And more!

Resources:

Connect with Greg DuPont:

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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)

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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 Ali reveals the outdated systems keeping lawyers stuck, and the new business models that position them as lifelong stewards for their clients and communities.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.

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