Relationships with Clients – March to a Million

The Biggest Highlights from the March to a Million Podcast (Ep. 15)

By MarchToAMillion | December 27, 2023

Over the last 14 episodes of the March to a Million podcast, we have shared a significant amount of valuable information about the Wealth Solutions Network and how attorneys can play a vital role in their client’s financial well-being.

Today, we do a recap of all these details and more!

In this episode, Greg DuPont recaps the key points and greatest hits of previous shows. He touches on the birth of the Wealth Solutions Network and the six pillars that form its foundation. Additionally, Greg shares a success story and describes the ideal member for WSN.

Greg discusses:

The genesis of his idea to positively impact 1 million lives by creating an army of financially minded attorneys
The six pillars that form the foundation of the Wealth Solutions Network and how they work together to provide solutions
The upcoming transfer of wealth and how estate planning attorneys can play a crucial role in this process
A success story of how he helped a client inherit a significant amount of wealth and retire comfortably, highlighting the effectiveness of the system
The ideal candidate for joining the Wealth Solutions Network
His goal for the Founders Club and the purpose of stress testing and establishing proof of concept
And more!

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The Fifth Pillar of Financial Advocacy: Wealth Transfer (Ep. 9)

By MarchToAMillion | October 11, 2023

Safeguarding assets and ensuring their seamless transition to future generations has never been more crucial.

That is where the role played by estate planning attorneys becomes more important than ever.

In this episode, Greg DuPont explores the fifth pillar of financial advocacy: Wealth Transfer. He emphasizes the importance of attorneys in preserving, protecting, and transferring assets, particularly in the face of potential wealth confiscation. Greg also touches on the need for attorneys to help with tax planning and protection against market losses, and the value of life insurance.