How To Build a Future-Proof Law Firm with Ali Katz (Ep. 49)
What if your law firm could become the most trusted advisor in your client’s life, far beyond documents and transactions?
In this powerful conversation, Greg DuPont welcomes Ali Katz, founder of Eyes Wide Open Collective, to share how she’s transforming the estate planning world by training attorneys to deliver holistic legal, insurance, financial, and tax (LIFT) guidance. Ali reveals the outdated systems keeping lawyers stuck, and the new business models that position them as lifelong stewards for their clients and communities.
Together, Greg and Ali unpack how to:
- Break free from document-driven commoditization
- Rebuild your practice around long-term relationships and recurring value
- Align incentives across advisory services for deeper client impact
- Future-proof your firm against AI and market shifts by leading with heart and strategy
- And more!
Resources:
Connect with Greg DuPont:
- Wealth Solutions Network Website (JoinWSN.com)
- LinkedIn: Greg DuPont
- LinkedIn: Wealth Solutions Network
- Facebook: Wealth Solutions Network
- info@wealthsolutionsnetwork.com
- (614) 432-8065
Connect with Ali Katz:
- LinkedIn: Ali Katz
- Facebook: The Ali Katz
- Instagram: @thealikatz
- YouTube: Ali Katz
- Eyes Wide Open Collective
- Ali Katz Website
About Our Guest:
Ali is the visionary CEO and Founder of the Eyes Wide Open Collective and its portfolio of aligned companies.
She is also a family, financial, and legal expert who serves as a private advisor for families, business owners, and inheritors of family wealth. As a trusted advisor, Ali supports her clients to make eyes-wide-open legal, insurance, financial, and tax decisions in alignment with their values.
Ali’s genius when working with families is to bridge between the generations, as well as between the practical and spiritual aspects of Life & Legacy.
Podcast: Play in new window | Download | Embed