Tag: Estate Planning Attorneys
Reflections on Higher Education and Financial Planning (Ep. 29)

Reflections on Higher Education and Financial Planning (Ep. 29)

By |

The processes around higher education are evolving, and so are the financial strategies needed to navigate its costs and benefits.

What do families need to begin planning for the rising costs of college? What impact will technological advancements in AI and learning and information have on traditional education?

This week, Greg DuPont shares his thoughts on the future of higher education and financial planning, sparked by his daughter’s college graduation. He touches on the challenges families face in saving for college, the potential decline of smaller colleges, and the evolving role of technology in education.

Greg discusses: 

  • The high costs of college education and the challenges of saving for it
  • The potential closure of smaller colleges due to financial pressures
  • The impact of technology, like AI, on the need for traditional higher education
  • The future of student loans and their implications for families
  • The importance of flexible financial planning to adapt to changing educational landscapes 
  • And more!

 

Connect with Greg DuPont:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
How to Boost Your Bottom Line and Employee Satisfaction with Josh Kelley (Ep. 28)

How to Boost Your Bottom Line and Employee Satisfaction with Josh Kelley (Ep. 28)

By |

Are you ready to discover a game-changing benefit program for your employees that boosts morale and cuts costs?

In this episode, Greg DuPont chats with Josh Kelley, Employee Benefits Advisor at Citadel Benefits Group, about an innovative program called the Self-Insured Medical Reimbursement Program (SIMRP). By utilizing tax codes designed for preventative healthcare, this program provides cost savings for employers while offering substantial benefits to employees. 

Employers can look forward to reduced payroll taxes and offering their employees access to supplemental benefits without impacting take-home pay. 

Together they discuss: 

  • How SIMRP can save employers an average of $550 per employee per year in payroll taxes
  • The robust wellness program provided to employees, including telehealth, mental health resources, and much more
  • Understand the conditions under which employees and businesses qualify for the program
  • How this program offers immediate financial relief for businesses while enhancing employee benefits 
  • And more!

 

Connect With Josh Kelley:

Connect with Greg DuPont:

 

About Our Guest:

Josh Kelley gets to help people protect what they care about most: their families and the things they have worked hard to earn and achieve.

Josh started his business life at a very young age with several ventures including Full Service Car Wash, Used Car Lot, Limousine Service, Wrecker Service, and many other small businesses.

Through great success and massive failures, Josh learned very valuable lessons not just in business but in life during his tenure running these businesses.

After 6 years of helping other agency owners grow their agencies, Josh decided it was time for a change, which led him to open his own agency. 

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
Is the Stock Market a Ponzi Scheme? (Ep. 27)

Is the Stock Market a Ponzi Scheme? (Ep. 27)

By |

The financial world is abuzz with debates and discussions, but one question looms large: Is the stock market nothing more than a sophisticated Ponzi scheme?

This week on the March to a Million podcast, Greg DuPont explores the controversial comparison of the stock market’s operations to a typical Ponzi scheme, giving you the official definition of a Ponzi scheme to compare and contrast how the behaviors relate to the current market. He also discusses what these implications mean  for investors and the legal profession.

Greg discusses: 

  • The legitimacy of the stock market’s operations, likening it to a Ponzi scheme and expressing concerns over its sustainability
  • The current financial guidance system, emphasizing the need for attorneys to understand and break the cycle of what he perceives as a flawed system
  • The commoditization of investment advice and how it affects consumer choices and the industry at large
  • The impending wealth transfer from baby boomers and its potential impact on the stock market’s stability
  • The fee structures in financial services and whether they truly serve the best interests of clients
  • How attorneys can break the cycle of poor financial guidance and better serve their clients
  • And more!

 

Connect with Greg DuPont:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
Awakening to Risk: Attorneys and the Future of Markets (Ep. 26)

Awakening to Risk: Attorneys and the Future of Markets (Ep. 26)

By |

In the face of impending market changes, how can families plan to safeguard their financial future?

In this episode of March to a Million, Greg DuPont explores the urgent need for a seismic shift in how we perceive financial planning and the crucial role attorneys play in this transformation. He digs into the pressing issues facing the financial market and the impending changes that could reshape our financial futures.

Greg discusses: 

  • His epiphany about the future of the market and its impact on his clients
  • The significance of the 100th anniversary of the Great Depression in relation to current market conditions
  • Strategies for protecting family wealth, including offloading risk and exploring alternative investments
  • The role of insurance companies in providing stability during economic downturns
  • The potential of Bitcoin and real estate as alternative investment options
  • The importance of guaranteed income and the dangers of forced asset liquidation during market crashes
  • Roles that attorneys play in financial advocacy to protect clients’ interests in a comprehensive manner
  • And more!

 

Connect with Greg DuPont:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
The Success of WSN’s Founder’s Club (Ep. 16)

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

By |

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:

 

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
The Biggest Highlights from the March to a Million Podcast (Ep. 15)

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

By |

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:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
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)

By |

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.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
The Membership Levels of the Wealth Solutions Network (Ep. 10)

The Membership Levels of the Wealth Solutions Network (Ep. 10)

By |

You may have heard about the advantages that estate planning attorneys can gain by becoming a part of the Wealth Solutions Network through our podcasts. 

However, you may be curious about how to participate in a way that matches your goals.

Today, we are here to assist you with that!

In this episode, Greg DuPont explains the different membership levels offered by the Wealth Solutions Network, including mindset, skill set, tool set, and leadership. Each of these levels provides attorneys with various benefits and resources to enhance their knowledge, skills, and business success.

Greg discusses: 

  • The transformative vision of the Wealth Solutions Network and its multi-level membership structure for estate planning attorneys
  • The benefits of the Mindset Level, emphasizing its core values, access to a community of like-minded attorneys, newsletters, referral tools, and more
  • The Skill Set Level, which includes marketing support and access to the Advocate Access and the Advocate Aware programs
  • The Tool Set Level, which offers turnkey solutions, back office support, and emphasizing problem-solving over product sales
  • The Leadership Level, emphasizing the opportunity to mentor and support other WSN members
  • The opportunity for estate planning attorneys to help baby boomers with their retirement and the importance of being prepared for the wealth transfer
  • And more!

Resources: 

Connect with Greg DuPont:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
The Fifth Pillar of Financial Advocacy: Wealth Transfer (Ep. 9)

The Fifth Pillar of Financial Advocacy: Wealth Transfer (Ep. 9)

By |

Safeguarding assets and ensuring their seamless transition to future generations has never been more crucial. 

That is where the role played by estate planning attorneys becomes more important than ever. 

In this episode, Greg DuPont explores the fifth pillar of financial advocacy: Wealth Transfer. He emphasizes the importance of attorneys in preserving, protecting, and transferring assets, particularly in the face of potential wealth confiscation. Greg also touches on the need for attorneys to help with tax planning and protection against market losses, and the value of life insurance.

Greg discusses: 

  • The role of estate planning attorneys in wealth transfer
  • The potential confiscation of wealth and the need for attorneys to be the last line of defense in protecting and preserving assets
  • Roth conversions, market loss protection, and the value of life insurance as a way to help clients preserve and protect their assets
  • The three secrets of wealth transfer
  • A case study demonstrating the value of proactive estate planning and highlighting the importance of being a true advocate for clients
  • And more!

Connect with Greg DuPont:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
Are Attorneys Missing Out on a Valuable Opportunity with Long-Term Care? with Jeff Sather (Ep. 7)

Are Attorneys Missing Out on a Valuable Opportunity with Long-Term Care? with Jeff Sather (Ep. 7)

By |

If you have not allocated something for long term care needs in the future, you’ve allocated everything you own to long term care needs in the future.

For attorneys, this is an area worth paying full attention to in order to increase their practice value.

In this episode, Greg DuPont sits down with Jeff Sather, Asset Based Long Term Care Advisor Development Consultant at InsurMark. They talk about the untapped potential of long-term care in the legal profession and how it can significantly boost revenue while addressing a pressing need in the market. Jeff shares his personal experiences and passion for improving long-term care, highlighting the power of dedication and innovation.

Greg and Jeff discuss: 

  • How long-term care can increase the revenue of your practice and fulfill an unmet need
  • The importance of long-term care insurance and how attorneys can help their clients around this topic
  • Jeff’s personal story about his family’s experience with long-term care and the consequences of not having proper coverage
  • Insights from studies showing that only about 10% of the population owns a long-term care policy and the lack of conversations about the topic with advisors
  • The benefits that people don’t know about the modern long-term care insurance policies
  • Why attorneys should bring up long-term care conversations with clients
  • And more!

Resources: 

Connect With Jeff Sather:

Connect with Greg DuPont:

About Our Guest:

Jeff Sather was nicknamed “The Most Successful Marketer of Hybrid LTCi”. He is on a crusade to get people crucial retirement coverage. He served two years on the External Advisory Board for One America. He was a key catalyst for Nationwide designing a qualified funding approach for their CareMatters II product. He is passionate about revealing all the secrets to his success, including the strategies, marketing tools, and sales presentations he employs to create an incredibly consistent production! Overall, Jeff helps protect consumers against the risk of poverty and outliving their income.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Archives

Categories