Tag: Professional Satisfaction
How Attorneys Can Build Stronger Client Relationships and Enhance Their Practice with Ari Galper (Ep. 35)

How Attorneys Can Build Stronger Client Relationships and Enhance Their Practice with Ari Galper (Ep. 35)

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Trust is the cornerstone of successful client relationships, especially in the legal and financial sectors. How can professionals build trust quickly and effectively? What are the common pitfalls in traditional sales approaches?

Join Greg DuPont in this insightful episode of March to a Million with special guest Ari Galper as they uncover the secrets to fostering genuine relationships and establishing trust in the legal and financial services industry.

Greg and Ari discuss: 

  • Why traditional sales techniques fail in modern client interactions
  • The importance of uncovering the true needs of clients beyond surface-level goals
  • The role of trust-based language and how subtle changes can significantly impact your practice
  • Practical advice on shifting your mindset to let clients lead the buying process naturally
  • And more!

Resources: 

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About Our Guest:

Ari Galper is the founder and CEO of Unlock The Game® and is the world’s number #1 authority on trust-based selling. He has been featured in CEO Magazine, Forbes, INC Magazine, SkyNews, and the Australian Financial Review.

As trust becomes the most important currency in the new economy, the act of selling as a dehumanizing process with endless “chasing”, has been completely re-invented and anchored in the timeless values of integrity and trust – through Trust-Based Selling.

In his best-selling book, “Unlock The Sales Game”, Ari describes his revolutionary sales approach based on getting to the truth and why having a mindset of focusing on deep trust, instead of “the sale” – is, ironically, 10 times more profitable.

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Transforming Estate Planning with WSN 2.0 (Ep. 33)

Transforming Estate Planning with WSN 2.0 (Ep. 33)

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Estate planning is evolving and Wealth Solutions Network (WSN) 2.0 is at the forefront of this transformation.

With these changes underway, how can estate planning attorneys enhance their practice and better serve their clients? What changes are necessary to achieve greater professional satisfaction and client value?

In this episode, host Greg DuPont discusses the evolution of WSN into its 2.0 version. Starting by defining what this 2.0 version entails, Greg shares insights on the challenges faced by estate planning attorneys and the solutions WSN 2.0 offers to overcome them. This episode also highlights the importance of trust-based client relationships and the need for continuous improvement in the legal profession.

Greg discusses: 

  • The key learnings from the first year of WSN and the challenges faced by members
  • The importance of obtaining an insurance license and the time commitment required
  • The shift in focus to a more streamlined and scripted process for client interactions
  • The introduction of nationwide estate planning webinars as a lead source for WSN members
  • The emphasis on trust-based selling and building strong client relationships
  • The vision for WSN 2.0 to accommodate more members and create a significant impact in the estate planning community
  • And more!

 

Connect with Greg DuPont:

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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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