Tag: Licensing
How Integrating Financial Advocacy Transforms Your Practice with Jason Gray (Ep. 32)

How Integrating Financial Advocacy Transforms Your Practice with Jason Gray (Ep. 32)

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Estate planning is evolving, and attorneys are finding new ways to provide comprehensive solutions to their clients.

How can estate planning attorneys offer more value and build long-term relationships with their clients? What are the benefits of integrating financial services into legal practices?

In this episode of March to a Million, Greg DuPont welcomes Jason Gray, an attorney and owner of Pinnacle Estate Planning, to share his journey of becoming a financially-minded professional through the Wealth Solutions Network (WSN). 

You’ll hear about Jason’s background, his transition from traditional estate planning to incorporating WSN’s comprehensive strategies, and how this has allowed him to provide greater value to his clients.

They discuss: 

  • Jason’s journey from being an estate planning attorney and former social worker to joining WSN
  • The process and commitment required to obtain new credentials and the benefits they bring
  • The importance of asking deeper financial questions and how this transforms client relationships
  • The future of estate planning in the AI era and the paramount need for personalized, comprehensive service
  • And more!

 

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About Our Guest:

Jason Gray’s practice focuses on estate planning, business law, and real estate law. In addition to his legal practice, Jason has taught classes at the Gonzaga University School of Law and in the Paralegal Program at North Idaho College. He is a former Deputy Attorney General for the State of Idaho and served as a judicial law clerk in the Fourth Judicial District of the State of Idaho. He earned his J.D. degree from the Gonzaga University School of Law and is licensed to practice law in Idaho and Washington.

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How to Integrate Financial Services into Your Law Practice (Ep. 30)

How to Integrate Financial Services into Your Law Practice (Ep. 30)

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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
  • And more!

 

Connect with Greg DuPont:

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