What’s the secret to being a successful leader while managing transitions? Dive into this episode of March to a Million as Greg DuPont shares firsthand insights from his recent conference experience, revealing key strategies and mindset shifts in the world of financial and legal practice. Unpack lessons on building effective teams, handling infrastructure changes, and the importance of having the right people in the right roles as Greg unveils the evolution of Wealth Solutions Network (WSN) over the past 18 months.
Greg opens up about:
(01:29) The significance of aligning team roles and tackling personnel challenges
(04:03) How strategic partnerships and smart hiring are propelling WSN forward
(07:14) The pivotal role of a “number two” in achieving business growth
(12:51) Advancements in WSN’s marketing strategies to attract and retain clients
Are you ready to dive into the world of alternative investments? In this episode of the March to a Million podcast, Greg DuPont is joined by Shana Sissel, known as the “Queen of Alts,” to explore how innovative platforms like Shana’s Banrion Capital are revolutionizing investment opportunities for financial advisors.
Greg and Shana delve into the evolving landscape of alternative investments, breaking down barriers that have kept many advisors—and their clients—out of this space. They discuss the importance of integrating diversified investment options into portfolios to better serve clients’ needs. With Shana’s insight, you’ll learn about the exciting potential of alternative investments to provide uniqueness and impact in ways traditional investments cannot.
Tune in to discover:
(02:15) How Banrion Capital is changing advisor access to alternative investments
(15:24) The importance of building better client-advisor relationships through tailored investment strategies
(19:39) The role of alternative investments as a diversification tool
(27:00) Greg’s strategic vision for empowering advisors through holistic financial solutions
And more
Join Greg and Shana in unraveling the complexities of alts to find new opportunities that align with clients’ financial and personal goals.
For two decades Shana Orczyk Sissel has climbed the ladder of the financial services industry. As Founder & Chief Executive Officer of Banríon Capital Management Shana helps financial advisors navigate the complex world of alternative investing, assisting with investment platform development, alternatives in portfolio construction and developing best practice in alternative investment due diligence.
Dubbed the “Queen of Alternatives” by her peers. Shana is a sought-after speaker & media contributor, appearing frequently at industry events and on major financial news outlets like CNBC, Fox Business Network, Bloomberg, Yahoo Finance, Reuters and the Schwab Network.
Shana has maintained fierce, outspoken advocacy for her fellow women in finance for the duration of her career — acting as a mentor for many other young women navigating the battlefield of a male-dominated industry. Having overcome many obstacles to achieve success in her own career, she leverages her personal social media following to speak out for the recognition and support of women in her field. As a member of Women in ETFs, Shana has become a spokesperson for their Speaker’s Bureau, with the goal of improving public representation of females in industry-oriented events and conferences, as well as in financial media.
What does it take to redefine financial security in today’s world?
In this episode of “March to a Million,” Greg DuPont chats with John Broyles from OneAmerica Financial to explore the evolving landscape of long-term care (LTC) insurance and its impact on financial planning. Greg and John dive into the complexities of long-term care options, addressing common misconceptions and highlighting innovative solutions like hybrid LTC insurance. They share personal stories to underscore the real-life effects of financial planning and discuss strategies that offer greater protection and peace of mind, like unlimited LTC benefits and strategic use of qualified funds.
John discusses:
(04:53) The importance of addressing long-term care planning proactively
(08:34) The evolution from traditional to hybrid LTC insurance
(19:26) How OneAmerica Financial creates personalized solutions for clients
(21:10) Tax advantages for business owners investing in LTC policies
John Broyles, CFP® serves as a Concierge Specialist for OneAmerica Financial. John brings a range of experiences garnered through living abroad, working with mutual fund and insurance companies, and as a financial advisor.
Are you investing like it’s still the 20th century or have you embraced the new approaches of the 21st century?
In this episode, Greg DuPont talks about the transformation of investment practices and the evolving financial landscape. He challenges the outdated norms of passive investing and introduces listeners to emerging opportunities in private equity, real estate, and the evolving crypto sphere. Through insightful discussions, Greg highlights the potential risks of conventional approaches and advocates for strategies that can better navigate today’s tumultuous markets.
Greg discusses:
(03:25) The transformation of market structures and its implications
(09:33) The rise of private equity and its impacts
(13:27) Navigating private debt opportunities
(18:37) A fresh perspective on cryptocurrency
(20:45) Opening meaningful conversations as a financial advocate
And more
It’s time to consider rethinking your investment strategies. Tune in and explore pathways to financial growth and resilience.
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
The processes around higher education are evolving, and so are the financial strategies needed to navigate its costs and benefits.
What do families need to begin planning for the rising costs of college? What impact will technological advancements in AI and learning and information have on traditional education?
This week, Greg DuPont shares his thoughts on the future of higher education and financial planning, sparked by his daughter’s college graduation. He touches on the challenges families face in saving for college, the potential decline of smaller colleges, and the evolving role of technology in education.
Greg discusses:
The high costs of college education and the challenges of saving for it
The potential closure of smaller colleges due to financial pressures
The impact of technology, like AI, on the need for traditional higher education
The future of student loans and their implications for families
The importance of flexible financial planning to adapt to changing educational landscapes
Are you ready to rethink your approach to long-term care planning and leave a lasting financial legacy for your clients?
In this episode of The March to a Million Podcast, Greg DuPont talks with Barclay Sisk, Vice-President at 1st Atlantic Brokerage, to uncover the secrets behind long-term care planning strategies and how attorneys can secure their clients’ financial futures. They explore the critical role of proper monitoring, adjusting insurance plans, and creating a personalized care fund over time.
Barclay discusses:
Creating a long-term care and legacy plan through asset-based and traditional insurance options
The importance of starting planning early to build a robust financial foundation
Rethinking long-term care coverage and insurance monitoring for a more secure financial future
Leveraging life insurance plans to ensure financial stability and legacy planning for affluent clients
1st Atlantic Brokerage is an independent IMO/BGA that works with commission-based and fee-based Advisors in the areas of Long-Term Care and Legacy planning. Barclay Sisk has developed a proprietary system and software to provide support in helping their clients make better decisions about their future care needs and the needs of their families. Barclay also works with Employee Benefits Specialists in helping them educate Business Owners and pre-retirees about the importance of a Long-Term Care benefit as a part of their overall benefits package.
Life insurance is more than just a way to protect your loved ones in case of your death. It has the potential to be a powerful tool to enhance your wealth, optimize your taxes, and secure your financial future.
However, not all life insurance policies are created equal, and many people are unaware of the hidden risks and opportunities that lie within their contracts.
In this episode, Greg DuPont sits down with David Kottler, The Life Insurance Doctor, to explore the power of life insurance as a wealth protection tool. They touch on the concept of “DOA” (Dead on Arrival) and the critical issues that lead to policy lapses. David shares real-life success stories where he helped clients maximize retirement income and avoid financial loss.
Greg and David discuss:
David’s background as The Life Insurance Doctor
The waste that occurs with life insurance policies and the importance of a policy review to eliminate this waste
The three critical problems that lead to life insurance lapses: design flaws, omission to fund the policy properly, and a lack of professional review
Real-life cases where clients faced potential financial pitfalls with life insurance policies
The need for advocates to prioritize clients’ interests, insisting on independent professional reviews
David Kottler has helped clients generate over $10MM of cash and tax benefits in the past 12 months utilizing his “True Value” Life Insurance Review Process. Clients need advocates for their life insurance portfolios to both bring the needed information regarding their rights and values as well as uncovering hidden problems and resolving them. Life insurance is a complicated contract with many nuances that most clients and advisors are not aware of.
It is gratifying for him to be in a position to help such clients and enable them to meet their family and legacy goals through his work. His passion is philanthropy. There is a great need for education and guidance for high net-worth clients who wish to align their life goals with their hard-earned wealth to enable them to understand the “Why” component of their planning. His objectives are to collaborate with clients and his strategic relationships to produce the best results for them financially and philanthropically.
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
