Fiduciary – March to a Million

How to Integrate Financial Services into Your Law Practice (Ep. 30)

By March to a Million | August 7, 2024

Incorporating financial services into a law practice can be a game-changer for attorneys seeking to add value and diversify their offerings.

How can attorneys seamlessly integrate financial services into their practice? What are the steps and benefits involved in this transition?

In this episode of March to a Million, Greg DuPont explores the essential steps for attorneys to incorporate financial services into their law practices. He covers the necessary licenses, regulatory requirements, and the benefits of offering these services to clients. Greg also highlights the support systems available through the Wealth Solutions Network (WSN).

Greg discusses:

Key differences and requirements for Series 6, Series 7, and Series 65 licenses
The ease and importance of obtaining a life insurance license
The regulatory landscape for financial and insurance services
How to find the right partners to access securities and insurance products
The critical role of strategic partnerships in providing client-centered solutions
And more!

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

By MarchToAMillion | December 27, 2023

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.