Tag: Estate Planning Attorneys
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)

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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.

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

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

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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:

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

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

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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:

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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)

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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.

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The Second Pillar of Financial Advocacy: Wealth Preservation (Ep. 4)

The Second Pillar of Financial Advocacy: Wealth Preservation (Ep. 4)

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In an era where it has become more complicated to save for our future and maintain our lifestyles, it becomes vital for attorneys to explore various perspectives and learn strategies to navigate their clients to preserve their wealth.

In this episode, Greg DuPont talks about the second pillar of financial advocacy, wealth preservation and challenges traditional teachings in the financial industry. He touches on the importance of identifying patterns to determine the right strategies for clients and how annuities and life insurance can be powerful tools for wealth preservation when used effectively.

Greg discusses: 

  • The challenges faced by individuals who have finished their savings journey and are looking to preserve their wealth and legacy
  • The three secrets involved in wealth preservation
  • The importance of understanding the changing rules and increasing personal income tax rates in wealth preservation
  • The fact patterns that drive strategy in wealth preservation
  • How attorneys can analyze their existing client base to identify patterns to provide solutions for their clients’ wealth preservation needs
  • His interaction with an attorney about what can be implemented to generate revenue and deliver better outcomes to clients
  • And more!

Connect with Greg DuPont:

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