Financial Advisor – March to a Million

How to Be a Financial Advocate for Your Clients with Mike Ringel (Ep. 12)

By MarchToAMillion | November 22, 2023

Financial planning is not just about numbers and calculations. It is also about understanding your client’s values, goals, and dreams so that you can assist them in achieving them through sound financial strategies.

Whether you are an attorney, a CPA, or a financial advisor, you need to have the skills and mindset of a financial advocate to serve your clients well.

In this episode, Greg DuPont sits down with Mike Ringel, CPA, RICP®, CDFA®, CExP™, Financial Coach at Wealth Design Group, to dive into the secrets of financial advocacy. They explore the importance of embracing a consultant mindset, the value of specialized knowledge in financial planning, and the need to create holistic financial plans that align with your clients personal values.

Greg and Mike discuss:

Mike’s transition from being a CPA to becoming a financial advisor and the challenges he faced along the way
The importance of viewing yourself as consultants rather than salespeople
Focusing on uncovering clients’ real issues and helping them achieve their desired state
The shift in the legal industry towards providing holistic financial guidance
The purpose of Mike’s practice, which is to empower families to discover purpose, freedom, and abundance in their lives through investing and financial planning
Mike’s experience in working with solo and small law firms to help them protect, grow, and eventually exit their businesses
And more!

Connect With Michael Ringel:

Connect with Greg DuPont:

About Our Guest:

As the son of a college professor (Dr. Herbert Ringel, Ph.D., Physics), Michael’s passion for teaching began at a very early age. While his father wanted him to pursue the same noble profession, Michael’s mathematical mind and entrepreneurial spirit led him down a different path. After pursuing his CPA and MBA, he explained to his father that he would be pursuing a career in teaching and education, except in a nontraditional setting. He decided to teach families about money and investing.

Since 2004, Michael’s has been working with business owners, divorced women, families with children with special needs, and typical families to build confidence around their money.

Michael’s philosophy is to guide each family to discover for themselves what is important to their family, both personally and financially. Then, Michael shares with each family a variety of financial strategies that are prudent for them. He shares with them what may be financially possible for them in the future. It is only then when they agree upon a prudent strategy, that financial products and services are recommended to fulfill each strategy. Michael’s academic approach to financial planning has served his clients well.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

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

By MarchToAMillion | July 19, 2023

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: