Tag: Attorneys

Transformative Personal Growth in Entrepreneurship (Ep. 19)

Transformative Personal Growth in Entrepreneurship (Ep. 19)

Don’t rest on your laurels! Personal growth is a crucial factor for attorneys and entrepreneurs who want to achieve success and fulfillment in their businesses and lives. 

In this episode, Greg DuPont explores the power of personal growth and development for attorneys and entrepreneurs drawing on lessons from Tony Robbins’ “Date with Destiny.” Greg also dives into historical wisdom from figures like Napoleon Hill and Dan Sullivan, emphasizing mindfulness and seizing opportunities for development. 

Listen in as Greg also highlights the coaching culture at Wealth Solutions Network and the importance of community support.

Greg discusses: 

  • His decision to focus on personal growth and development, influenced by his increasing role as a coach
  • The reliance on research in the systems of Tony Robbins and Dan Sullivan
  • Napoleon Hill’s influence and the impact of his work on success principles
  • His plan to maintain balance, leadership, and focus as the March to a Million initiative grows
  • The power of setting intentions and designing your future to attract opportunities and tools
  • A story illustrating the power of the subconscious, healing, and the cosmic elements of life
  • The coaching-centric culture at Wealth Solutions Network and its impact on client relationships and professional growth
  • And more!

 

Resources: 

Connect with Greg DuPont:

The Hidden Dangers & Benefits of Life Insurance Policies with David Kottler, J.D., C.A.P. (Ep. 17)

The Hidden Dangers & Benefits of Life Insurance Policies with David Kottler, J.D., C.A.P. (Ep. 17)

Life insurance is more than just a way to protect your loved ones in case of your death. It has the potential to be a powerful tool to enhance your wealth, optimize your taxes, and secure your financial future. 

However, not all life insurance policies are created equal, and many people are unaware of the hidden risks and opportunities that lie within their contracts. 

In this episode, Greg DuPont sits down with David Kottler, The Life Insurance Doctor, to explore the power of life insurance as a wealth protection tool. They touch on the concept of “DOA” (Dead on Arrival) and the critical issues that lead to policy lapses. David shares real-life success stories where he helped clients maximize retirement income and avoid financial loss.

Greg and David discuss: 

  • David’s background as The Life Insurance Doctor
  • The waste that occurs with life insurance policies and the importance of a policy review to eliminate this waste
  • The three critical problems that lead to life insurance lapses: design flaws, omission to fund the policy properly, and a lack of professional review
  • Real-life cases where clients faced potential financial pitfalls with life insurance policies
  • The need for advocates to prioritize clients’ interests, insisting on independent professional reviews
  • And more!

 

Connect With David Kottler:

Connect with Greg DuPont:

 

About Our Guest:

David Kottler has helped clients generate over $10MM of cash and tax benefits in the past 12 months utilizing his “True Value” Life Insurance Review Process. Clients need advocates for their life insurance portfolios to both bring the needed information regarding their rights and values as well as uncovering hidden problems and resolving them. Life insurance is a complicated contract with many nuances that most clients and advisors are not aware of.

It is gratifying for him to be in a position to help such clients and enable them to meet their family and legacy goals through his work. His passion is philanthropy. There is a great need for education and guidance for high net-worth clients who wish to align their life goals with their hard-earned wealth to enable them to understand the “Why” component of their planning. His objectives are to collaborate with clients and his strategic relationships to produce the best results for them financially and philanthropically.

The Success of WSN’s Founder’s Club (Ep. 16)

The Success of WSN’s Founder’s Club (Ep. 16)

The journey of professional growth and collaboration is always a cause for celebration. 

Today, we take a moment to acknowledge the significant milestone achieved by the Wealth Solutions Network (WSN) while also reviewing the ‘greatest hits’ of knowledge that Greg has brought to the show over the last several months.

Greg DuPont celebrates the official closing of the Founder’s Club for the Wealth Solutions Network (WSN), with 10 members signed up and more considering joining. The network offers learning opportunities for attorneys at all stages of their careers and Greg emphasizes the power of networking to fuel growth. 

Greg discusses: 

  • The official close of the Founder’s Club within the Wealth Solutions Network and the positive response they have received
  • The excitement of having ten members in the Founder’s Club, as well as expectations for future members and the potential for further growth
  • The formation of a vibrant community within the Founder’s Club.
  • The importance of delivering personal support and hand-holding to the members
  • How the message of the Wealth Solutions Network resonated with the target audience and attracted like-minded individuals who want to fulfill the mission
  • How attracting the core group of members was achieved through a combination of networking, social media, and effective lead funnels
  • And more!

 

Connect with Greg DuPont:

 

The Biggest Highlights from the March to a Million Podcast (Ep. 15)

The Biggest Highlights from the March to a Million Podcast (Ep. 15)

Over the last 14 episodes of the March to a Million podcast, we have shared a significant amount of valuable information about the Wealth Solutions Network and how attorneys can play a vital role in their client’s financial well-being.

Today, we do a recap of all these details and more!

In this episode, Greg DuPont recaps the key points and greatest hits of previous shows. He touches on the birth of the Wealth Solutions Network and the six pillars that form its foundation. Additionally, Greg shares a success story and describes the ideal member for WSN.

Greg discusses: 

  • The genesis of his idea to positively impact 1 million lives by creating an army of financially minded attorneys
  • The six pillars that form the foundation of the Wealth Solutions Network and how they work together to provide solutions
  • The upcoming transfer of wealth and how estate planning attorneys can play a crucial role in this process
  • A success story of how he helped a client inherit a significant amount of wealth and retire comfortably, highlighting the effectiveness of the system
  • The ideal candidate for joining the Wealth Solutions Network
  • His goal for the Founders Club and the purpose of stress testing and establishing proof of concept
  • And more!

 

Connect with Greg DuPont:

A Guide to Marketing and Building Long-Term Relationships for Attorneys with Charley Mann (Ep. 14)

A Guide to Marketing and Building Long-Term Relationships for Attorneys with Charley Mann (Ep. 14)

One of the most important skills for any professional is effective communication with clients and prospects.

This is especially true for estate planning attorneys, who deal with complex and sensitive matters that require trust.

However, many lawyers struggle with marketing their services and building long-term relationships with their clients.

In this episode, Greg DuPont talks with Charley Mann, Founder of Law Firm Alchemy, about the importance of relationship-building and marketing in the legal profession. They challenge the conventional transactional mindset of attorneys and emphasize the need for a more client-centric approach. They also explore the evolving business model of law firms and the potential shift from specialization to generalization.

Greg and Charley discuss: 

  • The purpose of marketing and the difference between building awareness and getting clients
  • Why shift from a transactional to a relationship-based approach
  • The responsibility of staying connected with clients
  • The importance of personalized and targeted marketing strategies for law firms
  • The concept of information-based direct response marketing 
  • The traditional model of specialization in estate planning and the move towards a more generalized approach
  • The need for estate planners to move upmarket and adapt to the changes brought by AI and technology
  • And more

 

Resources: 

Connect with Charley Mann:

 Connect with Greg DuPont:

About Our Guest:

Charley Mann is the founder of the Law Firm Alchemy. Law Firm Alchemy seeks out the independent, entrepreneurial law firm owner who wants to learn how to fish, not just have fish handed to him or her. Their service comes through our coaching and courses. These are designed with the intention (one of our core values) of deep impact.

How they achieve impact looks different than many others. They aim for positive relationships, even through a course you may watch. The audience is always first in their minds. If they can’t get you to pay attention, it doesn’t matter how good the advice is, it won’t be heard. And the secret to keeping your attention is making it clear that they know you’re there and they respect your intention of learning, your ambition to grow, and your desire to sharpen your axe.

Simplifying the Complexity of Indices with Laurence Black (Ep. 13)

Simplifying the Complexity of Indices with Laurence Black (Ep. 13)

Choosing the right index for your investment goals can be a daunting task, especially when there are millions of options available.

How do you know which one is best suited for your risk tolerance, time horizon, and expected returns? How do you evaluate the performance and design of different indexes and ETFs?

These are some of the questions that many investors face when they enter the world of index-linked products.

In this episode, Greg DuPont chats with Laurence Black, Founder of The Index Standard®,  a company that rates and evaluates ETFs and indices used in the insurance and structured product space. They explore the challenge of choosing the right index among the many available and the importance of forward-looking due diligence. Laurence emphasizes the need for diversification and preparing for unforeseen events in the investment world.

Together they discuss: 

  • The importance of taking a forward-looking approach when choosing an index
  • The Index Standard’s three-step forecasting process
  • The significance of diversification in dealing with unknown risks and protecting oneself in the investment world
  • The benefits of exchange traded funds (ETFs) compared to mutual funds
  • How The Index Standard evaluates and categorizes the largest index-linked ETFs based on their robustness and design
  • The valuable insights you’ll gain from the training with Laurence, simplifying the complexity of insurance indices for informed decision-making
  • And more!

Connect With Laurence Black:

Connect with Greg DuPont:

About Our Guest:

Laurence Black is the founder of The Index Standard® and an index advisor to Robert J. Shiller, Sterling Professor of Economics at Yale University.

Before founding The Index Standard®, Laurence was Managing Director and Head of Quantitative Indices and Strategies at Barclays, where he oversaw the development of the Barclays index family. In addition to designing some of the first smart beta/factor indices, Laurence spearheaded Barclays’ index partnerships with Professors Robert Shiller and Nouriel Roubini, as well as Novus Partners.

Before Barclays, Laurence was Head of Indices at ABN AMRO in London, where he successfully launched indices with well-known investors such as Jim Rogers and Joel Greenblatt. Before ABN AMRO, Laurence worked at Lehman Brothers, Deutsche Bank, and Credit Suisse.

Laurence holds an MBA from the University of Warwick and a Bachelor’s degree from the University of Cape Town. When not thinking about financial matters, he can mostly be found on a tennis court.

The Role of Influence in The Mindset Pillar of Financial Advocacy (Ep. 11)

The Role of Influence in The Mindset Pillar of Financial Advocacy (Ep. 11)

Switching the mindset from selling to influencing is a game-changer.

The top advisors in the financial industry don’t sell – they let people come in pre-sold. 

This approach helps build trust and, eventually, strong relationships with clients.

What steps can estate planning attorneys take to become more influential with their clients?

In this episode, Greg DuPont and Matt Halloran share the sixth pillar of financial advocacy: Mindset with a shift into the importance of being influential. They explore the art of influence over sales and the importance and power of effective listening as attorneys. Greg and Matt also delve into building trust and the importance of authenticity and humility.

Greg and Matt discuss: 

  • How top advisors focus on building influence rather than selling
  • Greg’s journey of transitioning from using convincing arguments to being more influential
  • The need for experts to present their views in an easily understandable way for people to accept
  • The difference between sales and influence
  • The importance of stepping into your authority and using a humble approach to build trust in professional relationships
  • The challenge of gaining trust as a financial advisor in a world of readily available information and the importance of providing insight over opinion
  • And more!

Resources: 

Connect with Greg DuPont:

Connect with Matt Halloran:

The Fourth Pillar of Financial Advocacy: Wealth Accumulation (Ep. 8)

The Fourth Pillar of Financial Advocacy: Wealth Accumulation (Ep. 8)

Embarking on the journey towards financial security and prosperity requires more than simply making decisions. It also requires strategies to multiply and maximize wealth.

In this episode, Greg DuPont explores the fourth pillar of financial advocacy: Wealth Accumulation. He shares the three big secrets behind it along with valuable insights on how to optimize savings strategies and engage in valuable conversations with your clients. Greg emphasizes the importance of tackling debt and taxes to maximize wealth accumulation.

Greg discusses: 

  • The three secrets of wealth accumulation
  • The drawbacks of relying solely on 401(k) for savings and the need to consider alternative investment options
  • The need to take more risks for higher returns in a pre-tax environment and how shifting to an after-tax world can reduce the required rate of return
  • The goal of Wealth Solutions Network to help the general public with their finances
  • The potential to cut down debt repayment time by being systematic with compound interest and alternative solutions to traditional retirement savings
  • And more!

Resources: 

Connect with Greg DuPont:

The Third Pillar of Financial Advocacy: Wealth Enhancement (Ep. 6)

The Third Pillar of Financial Advocacy: Wealth Enhancement (Ep. 6)

The concept of wealth enhancement goes beyond accumulation.

It’s about having the mindset of empowerment and protecting wealth to achieve personal goals. 

What are the essential factors to consider when it comes to clients?

In this episode, Greg DuPont talks about the third pillar of financial advocacy, wealth enhancement, as well as three secrets about it. He explores the importance of prioritizing a simple, fulfilling life and leaving a legacy and the role of math in wealth enhancement, focusing on understanding values and communicating results effectively. In addition, Greg touches on the power of savings and the potential of alternative assets when diversifying.

Greg discusses: 

  • The three secrets of wealth enhancement
  • Why people in retirement want a simple lifestyle and to leave behind a legacy, not an extravagant lifestyle
  • The role of math and communication in wealth enhancement when it comes to influencing and assisting clients
  • Why the investment world’s math can be disingenuous
  • An explanation of the Monte Carlo tool and its connection to gambling casinos
  • The importance of enhancing our wealth to protect ourselves from external risks
  • The importance of diversifying investments beyond traditional asset classes
  • The role of financial advocates in addressing known risks and providing resilience for unknown risks
  • And more!

Resources: 

Connect with Greg DuPont:

The Financial Advocacy Mindset for Legal Professionals with Ben Glass (Ep. 5)

The Financial Advocacy Mindset for Legal Professionals with Ben Glass (Ep. 5)

Being a legal professional requires more than just legal knowledge. It also requires empathy, understanding, and the ability to make a positive impact on clients’ lives.

What’s the mindset we must follow with our clients?

In this episode, Greg DuPont sits down with Ben Glass, owner and attorney at BenGlassLaw and founder of Great Legal Marketing. Greg and Ben talk about the sixth pillar of financial advocacy: mindset. Ben shares the importance of being more than a lawyer to clients and the mindset lawyers and attorneys must consider to level up their practice.

Ben discusses: 

  • His journey of starting his own practice and the importance of being a life coach to clients
  • His mindset transition to start worrying more about his clients’ lives
  • The commoditization in the legal, financial, and insurance professions, and why it is essential to strengthen relationships with clients
  • Overcoming ethical considerations and misconceptions in the legal profession
  • The impactful role of Great Legal Marketing in helping lawyers build successful and differentiated practices
  • And more!

Resources: 

Connect With Ben Glass:

Connect with Greg DuPont:

About Our Guest:

For over a decade, attorney Ben Glass has been teaching hundreds of solo and small firm lawyers around the globe how to market ethically and effectively using education-based, direct-response style marketing.

Ben continues to practice law at his own personal injury and ERISA long-term disability firm near Washington, D.C., is the author of 14 books, and has gained national recognition for his ability to take marketing ideas that are working in other industries and ethically apply them to the legal field. As the founder and owner of Great Legal Marketing, Ben helps attorneys attract better clients and make more money without missing out on time at home with family.

Ben is the father of nine children, four of whom are adopted from China. He is an avid athlete, business advocate, and soccer referee. Ben works with the charity Love Without Boundaries, which provides healing homes and needed surgeries for orphans in impoverished countries, and he has run five Marine Corps Marathons on their behalf. Above all, Ben believes in the success of the solo and small firm attorney and the power of education-based, direct-response marketing.