Series 65 – March to a Million

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).

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!

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The First Pillar of Financial Advocacy: Wealth Management (Ep. 3)

By MarchToAMillion | July 19, 2023

Financial advocacy is divided into six fundamental pillars that teach attorneys how to serve their clients better in their financial affairs.

Wealth management, wealth preservation, wealth enhancement, wealth accumulation, wealth transfer, and the financial advocacy mindset.

In this episode, Greg DuPont talks about the first of the six pillars of financial advocacy, wealth management. Greg highlights why attorneys need to have valuable conversations with clients about their wealth while exploring how his team can help you find the answers to your questions.

Greg discusses:

His definition of wealth management
His evolution as a wealth manager, from being a captive agent to realizing the importance of low-cost fixed index investing and structures that drive the outcome
Reasons why members of his network don’t need to have all the financial answers for their clients
The licensing component needed to fulfill the wealth management pillar
The three S’s for the average investor
How his back office can provide investments solutions and support for members of the network
Why he believes that traditional wealth management doesn’t work and how his system focuses on using the right tools to preserve wealth
And more!

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