Professional Satisfaction – March to a Million

Transforming Estate Planning with WSN 2.0 (Ep. 33)

By March to a Million | September 18, 2024

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:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

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

By March to a Million | August 7, 2024

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).