Strategic Partnerships – March to a Million

How to Build a Winning Team: Insights from Greg DuPont (Ep. 45)

By March to a Million | March 27, 2025

What’s the secret to being a successful leader while managing transitions? Dive into this episode of March to a Million as Greg DuPont shares firsthand insights from his recent conference experience, revealing key strategies and mindset shifts in the world of financial and legal practice. Unpack lessons on building effective teams, handling infrastructure changes, and the importance of having the right people in the right roles as Greg unveils the evolution of Wealth Solutions Network (WSN) over the past 18 months.

Greg opens up about:

(01:29) The significance of aligning team roles and tackling personnel challenges
(04:03) How strategic partnerships and smart hiring are propelling WSN forward
(07:14) The pivotal role of a “number two” in achieving business growth
(12:51) Advancements in WSN’s marketing strategies to attract and retain clients
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).

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!