Tag: Trust-Based Selling

The Trust Conversation: Selling Without Selling (Mini Series Ep. 3)

The Trust Conversation: Selling Without Selling (Mini Series Ep. 3)

When estate planning attorneys try to sell like traditional salespeople, they lose the very thing their clients are looking for: trust.

In this powerful part three of the March to a Million mini-series, Greg DuPont unpacks what it really means to “sell without selling.” They share how attorneys can let go of outdated scripts, ditch commission breath, and start crafting human conversations that naturally lead to alignment, clarity, and long-term value.

What to expect:

  • Why most sales scripts sabotage trust with legal clients
  • The “alignment” strategy that leads to better outcomes
  • How to introduce high-value offers without pushing
  • A powerful way to uncover your client’s real motivations
  • And more!

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Transforming Estate Planning with WSN 2.0 (Ep. 33)

Transforming Estate Planning with WSN 2.0 (Ep. 33)

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!

 

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