Tag: Wealth Management
The Biggest Highlights from the March to a Million Podcast (Ep. 15)

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

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

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

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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: 

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

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

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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!

Resources:

Connect with Greg DuPont:

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