Financial Advocates – March to a Million

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

By MarchToAMillion | October 18, 2023

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:

Check out previous episodes of the March to a Million podcast here!

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

By MarchToAMillion | October 11, 2023

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.