Tag: Law Firm
The Journey from an Attorney to a Financial Advocate (Ep. 1)

The Journey from an Attorney to a Financial Advocate (Ep. 1)

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As an attorney, you have undoubtedly sharpened your skills in the intricacies of estate law.

There is, however, one crucial aspect you may have overlooked: confidently guiding your clients through their financial journeys. And that’s where we want to help you.

Welcome to The March to a Million podcast!

In this inaugural episode, Greg DuPont, the founder of the Wealth Solutions Network, shares his mission to positively impact a million lives by 2030 via his goal of empowering attorneys. Greg talks about how he believes that financially minded attorneys can provide valuable services to their clients by taking a holistic approach to their financial planning needs.

Greg discusses: 

  • The need for financially minded attorneys to provide single-point responsibility and solutions for their client’s financial, tax, and legal needs
  • The licensing requirements for attorneys who want to provide investment advice
  • The type of attorney who would be well-suited for the Wealth Solutions Network
  • His educational background and how he became a lawyer and entrepreneur
  • His passion for helping people make good decisions and how he wants to bring that to people through his podcast and other outreach
  • And more!

Connect with Greg DuPont:

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