Tag: Estate Planning
The Success of WSN’s Founder’s Club (Ep. 16)

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

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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!

 

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

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

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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!

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