Tag: Financially Minded Attorneys
The Biggest Highlights from the March to a Million Podcast (Ep. 15)

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

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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.

Greg discusses: 

  • The genesis of his idea to positively impact 1 million lives by creating an army of financially minded attorneys
  • The six pillars that form the foundation of the Wealth Solutions Network and how they work together to provide solutions
  • The upcoming transfer of wealth and how estate planning attorneys can play a crucial role in this process
  • A success story of how he helped a client inherit a significant amount of wealth and retire comfortably, highlighting the effectiveness of the system
  • The ideal candidate for joining the Wealth Solutions Network
  • His goal for the Founders Club and the purpose of stress testing and establishing proof of concept
  • And more!

 

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

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

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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: 

Connect with Greg DuPont:

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Are Attorneys Missing Out on a Valuable Opportunity with Long-Term Care? with Jeff Sather (Ep. 7)

Are Attorneys Missing Out on a Valuable Opportunity with Long-Term Care? with Jeff Sather (Ep. 7)

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If you have not allocated something for long term care needs in the future, you’ve allocated everything you own to long term care needs in the future.

For attorneys, this is an area worth paying full attention to in order to increase their practice value.

In this episode, Greg DuPont sits down with Jeff Sather, Asset Based Long Term Care Advisor Development Consultant at InsurMark. They talk about the untapped potential of long-term care in the legal profession and how it can significantly boost revenue while addressing a pressing need in the market. Jeff shares his personal experiences and passion for improving long-term care, highlighting the power of dedication and innovation.

Greg and Jeff discuss: 

  • How long-term care can increase the revenue of your practice and fulfill an unmet need
  • The importance of long-term care insurance and how attorneys can help their clients around this topic
  • Jeff’s personal story about his family’s experience with long-term care and the consequences of not having proper coverage
  • Insights from studies showing that only about 10% of the population owns a long-term care policy and the lack of conversations about the topic with advisors
  • The benefits that people don’t know about the modern long-term care insurance policies
  • Why attorneys should bring up long-term care conversations with clients
  • And more!

Resources: 

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About Our Guest:

Jeff Sather was nicknamed “The Most Successful Marketer of Hybrid LTCi”. He is on a crusade to get people crucial retirement coverage. He served two years on the External Advisory Board for One America. He was a key catalyst for Nationwide designing a qualified funding approach for their CareMatters II product. He is passionate about revealing all the secrets to his success, including the strategies, marketing tools, and sales presentations he employs to create an incredibly consistent production! Overall, Jeff helps protect consumers against the risk of poverty and outliving their income.

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