Tag: Finances
The Financial Advocacy Mindset for Legal Professionals with Ben Glass (Ep. 5)

The Financial Advocacy Mindset for Legal Professionals with Ben Glass (Ep. 5)

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Being a legal professional requires more than just legal knowledge. It also requires empathy, understanding, and the ability to make a positive impact on clients’ lives.

What’s the mindset we must follow with our clients?

In this episode, Greg DuPont sits down with Ben Glass, owner and attorney at BenGlassLaw and founder of Great Legal Marketing. Greg and Ben talk about the sixth pillar of financial advocacy: mindset. Ben shares the importance of being more than a lawyer to clients and the mindset lawyers and attorneys must consider to level up their practice.

Ben discusses: 

  • His journey of starting his own practice and the importance of being a life coach to clients
  • His mindset transition to start worrying more about his clients’ lives
  • The commoditization in the legal, financial, and insurance professions, and why it is essential to strengthen relationships with clients
  • Overcoming ethical considerations and misconceptions in the legal profession
  • The impactful role of Great Legal Marketing in helping lawyers build successful and differentiated practices
  • And more!

Resources: 

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About Our Guest:

For over a decade, attorney Ben Glass has been teaching hundreds of solo and small firm lawyers around the globe how to market ethically and effectively using education-based, direct-response style marketing.

Ben continues to practice law at his own personal injury and ERISA long-term disability firm near Washington, D.C., is the author of 14 books, and has gained national recognition for his ability to take marketing ideas that are working in other industries and ethically apply them to the legal field. As the founder and owner of Great Legal Marketing, Ben helps attorneys attract better clients and make more money without missing out on time at home with family.

Ben is the father of nine children, four of whom are adopted from China. He is an avid athlete, business advocate, and soccer referee. Ben works with the charity Love Without Boundaries, which provides healing homes and needed surgeries for orphans in impoverished countries, and he has run five Marine Corps Marathons on their behalf. Above all, Ben believes in the success of the solo and small firm attorney and the power of education-based, direct-response marketing.

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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!

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The First Pillar of Financial Advocacy: Wealth Management (Ep. 3)

The First Pillar of Financial Advocacy: Wealth Management (Ep. 3)

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Financial advocacy is divided into six fundamental pillars that teach attorneys how to serve their clients better in their financial affairs.

Wealth management, wealth preservation, wealth enhancement, wealth accumulation, wealth transfer, and the financial advocacy mindset.

In this episode, Greg DuPont talks about the first of the six pillars of financial advocacy, wealth management. Greg highlights why attorneys need to have valuable conversations with clients about their wealth while exploring how his team can help you find the answers to your questions.

Greg discusses: 

  • His definition of wealth management 
  • His evolution as a wealth manager, from being a captive agent to realizing the importance of low-cost fixed index investing and structures that drive the outcome
  • Reasons why members of his network don’t need to have all the financial answers for their clients
  • The licensing component needed to fulfill the wealth management pillar
  • The three S’s for the average investor 
  • How his back office can provide investments solutions and support for members of the network
  • Why he believes that traditional wealth management doesn’t work and how his system focuses on using the right tools to preserve wealth
  • And more!

Resources:

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Get to Know Your Host: Greg DuPont (Ep. 2)

Get to Know Your Host: Greg DuPont (Ep. 2)

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In our inaugural episode, we got to find out a little bit about Greg’s history and most importantly, the idea behind March to a Million podcast and The Wealth Solutions Network. 

In this episode, Greg DuPont shares a little about himself and how he makes a positive impact on the world. He talks about his personal story, what he likes doing in his free time, his motivations for starting the March to a Million movement, and the mindset he maintains daily to grow personally and professionally.

Greg discusses: 

  • What he does to recharge and unwind
  • What he would do with his time if he had all the money and didn’t have to work
  • His advice and recommendations for family, friends and clients
  • How his father’s example of constant lifelong learning influenced him
  • His definition of success 
  • The daily mantra that keeps him focused
  • And more!

Resources: 

Connect with Greg DuPont:

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