Tag: Retirement

The Membership Levels of the Wealth Solutions Network (Ep. 10)

The Membership Levels of the Wealth Solutions Network (Ep. 10)

You may have heard about the advantages that estate planning attorneys can gain by becoming a part of the Wealth Solutions Network through our podcasts. 

However, you may be curious about how to participate in a way that matches your goals.

Today, we are here to assist you with that!

In this episode, Greg DuPont explains the different membership levels offered by the Wealth Solutions Network, including mindset, skill set, tool set, and leadership. Each of these levels provides attorneys with various benefits and resources to enhance their knowledge, skills, and business success.

Greg discusses: 

  • The transformative vision of the Wealth Solutions Network and its multi-level membership structure for estate planning attorneys
  • The benefits of the Mindset Level, emphasizing its core values, access to a community of like-minded attorneys, newsletters, referral tools, and more
  • The Skill Set Level, which includes marketing support and access to the Advocate Access and the Advocate Aware programs
  • The Tool Set Level, which offers turnkey solutions, back office support, and emphasizing problem-solving over product sales
  • The Leadership Level, emphasizing the opportunity to mentor and support other WSN members
  • The opportunity for estate planning attorneys to help baby boomers with their retirement and the importance of being prepared for the wealth transfer
  • And more!

Resources: 

Connect with Greg DuPont:

The Third Pillar of Financial Advocacy: Wealth Enhancement (Ep. 6)

The Third Pillar of Financial Advocacy: Wealth Enhancement (Ep. 6)

The concept of wealth enhancement goes beyond accumulation.

It’s about having the mindset of empowerment and protecting wealth to achieve personal goals. 

What are the essential factors to consider when it comes to clients?

In this episode, Greg DuPont talks about the third pillar of financial advocacy, wealth enhancement, as well as three secrets about it. He explores the importance of prioritizing a simple, fulfilling life and leaving a legacy and the role of math in wealth enhancement, focusing on understanding values and communicating results effectively. In addition, Greg touches on the power of savings and the potential of alternative assets when diversifying.

Greg discusses: 

  • The three secrets of wealth enhancement
  • Why people in retirement want a simple lifestyle and to leave behind a legacy, not an extravagant lifestyle
  • The role of math and communication in wealth enhancement when it comes to influencing and assisting clients
  • Why the investment world’s math can be disingenuous
  • An explanation of the Monte Carlo tool and its connection to gambling casinos
  • The importance of enhancing our wealth to protect ourselves from external risks
  • The importance of diversifying investments beyond traditional asset classes
  • The role of financial advocates in addressing known risks and providing resilience for unknown risks
  • And more!

Resources: 

Connect with Greg DuPont: