Tag: Business Strategy

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

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

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 Greg talks about why so many attorneys plateau, how outdated thinking holds them back, and what it takes to build a practice that creates lasting impact for clients, families, and the profession itself.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  • How outdated beliefs in the profession prevent attorneys from running their firms as businesses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:

How Taking Time Off Can Make All the Difference (Ep. 31)

How Taking Time Off Can Make All the Difference (Ep. 31)

Taking time off is crucial for personal and professional growth, but many entrepreneurs struggle to unplug.

How can you prepare your business to thrive without you? What benefits can you gain from truly disconnecting?

This week, Greg DuPont chats about the importance of taking time off and how doing so can lead not only to personal rejuvenation but also to professional growth. Greg shares his insights from a two-week vacation, discussing the steps he took to ensure his businesses thrived in his absence, emphasizing the role of strategic planning and team empowerment.

You’ll be surprised by what a good rest can do for yourself, your career, and for those around you. 

Greg discusses: 

  • The benefits of taking time off for hard-charging entrepreneurs
  • Detailed preparation he took to make himself “worthless” for a month
  • Insights from Dan Sullivan’s approach to free days, focus days, and buffer days
  • The surprising impact of Greg’s absence on his law practice’s revenue
  • And more!

 

Resources: 

Connect with Greg DuPont: