Tag: Professional Development
The Big Picture: From Practitioner to Legacy Builder (Mini Series Ep. 1)

The Big Picture: From Practitioner to Legacy Builder (Mini Series Ep. 1)

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Estate planning professionals are at a crossroads. Those who stay stuck in transactional work will struggle to survive, while those who think bigger have the chance to build a true legacy.

In this episode of March to a Million, Greg DuPont kicks off a special 10-part series on moving from practitioner to legacy builder. Greg talks about why so many attorneys plateau, how outdated thinking holds them back, and what it takes to build a practice that creates lasting impact for clients, families, and the profession itself.

Greg discusses:

  • Why so many estate planning attorneys plateau in their practices
  • The critical differences between revenue models for attorneys and financial advisors
  • How outdated beliefs in the profession prevent attorneys from running their firms as businesses
  • The 4D Estate Plan model and how it shifts the attorney’s role from technician to strategist
  • Why this mini-series matters and what’s at stake for those who want to build a legacy
  • And more

Resources:

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Navigating Long-Term Care with John Broyles (Ep. 41)

Navigating Long-Term Care with John Broyles (Ep. 41)

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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 
  • And more

Resources: 

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Connect With John Broyles:

About Our Guest:

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.

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