Tag: Wealth Solutions Network
How To Build a Future-Proof Law Firm with Ali Katz (Ep. 49)

How To Build a Future-Proof Law Firm with Ali Katz (Ep. 49)

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What if your law firm could become the most trusted advisor in your client’s life, far beyond documents and transactions?

In this powerful conversation, Greg DuPont welcomes Ali Katz, founder of Eyes Wide Open Collective, to share how she’s transforming the estate planning world by training attorneys to deliver holistic legal, insurance, financial, and tax (LIFT) guidance. Ali reveals the outdated systems keeping lawyers stuck, and the new business models that position them as lifelong stewards for their clients and communities.

Together, Greg and Ali unpack how to:

  • Break free from document-driven commoditization
  • Rebuild your practice around long-term relationships and recurring value
  • Align incentives across advisory services for deeper client impact
  • Future-proof your firm against AI and market shifts by leading with heart and strategy
  • And more!

Resources: 

Connect with Greg DuPont:

Connect with Ali Katz:

About Our Guest:

Ali is the visionary CEO and Founder of the Eyes Wide Open Collective and its portfolio of aligned companies.

She is also a family, financial, and legal expert who serves as a private advisor for families, business owners, and inheritors of family wealth. As a trusted advisor, Ali supports her clients to make eyes-wide-open legal, insurance, financial, and tax decisions in alignment with their values.

Ali’s genius when working with families is to bridge between the generations, as well as between the practical and spiritual aspects of Life & Legacy.

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Unlocking the Retirement Tax Trap: Strategies for Preserving Wealth (Ep. 47)

Unlocking the Retirement Tax Trap: Strategies for Preserving Wealth (Ep. 47)

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Is Your Retirement Hiding a Tax Trap?

In this episode, Greg DuPont discusses his latest venture: the “Retirement Tax Trap.” Discover how this new development is set to revolutionize client interactions for Wealth Solutions Network (WSN) members, offering a unique lead generation tool through comprehensive estate planning strategies.

Greg shares insights on:

  • The development and purpose of “The Retirement Tax Trap” [01:09]
  • Creating alignment within law practices [03:16]
  • The importance of focus in targeting the right market [04:02]
  • Utilizing the book within a lead generation system [07:30]
  • Optimizing consumer outreach through webinars and marketing [12:08]

Resources:

Connect with Greg DuPont:

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Navigating the Revolution: Politics, AI, and Finance (Ep. 46)

Navigating the Revolution: Politics, AI, and Finance (Ep. 46)

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Can revolutions be quiet? 

Dive into this episode to explore three silent yet powerful revolutions reshaping our world today: political, AI, and financial. 

Greg DuPont navigates these transformative times with insights on how the Wealth Solutions Network (WSN) can guide you through the noise.

Greg discusses: 

  • (02:30): How shifts in government structures impact our personal and financial security
  • (09:34): The potential of AI to revolutionize the legal and financial landscapes, and Greg’s very own Virtual Greg project
  • (11:12): Strategies to adapt in a rapidly evolving economic environment, emphasizing the importance of holistic planning
  • And more!

Connect with Greg DuPont:

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

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

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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

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How Attorneys Can Build Stronger Client Relationships and Enhance Their Practice with Ari Galper (Ep. 35)

How Attorneys Can Build Stronger Client Relationships and Enhance Their Practice with Ari Galper (Ep. 35)

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Trust is the cornerstone of successful client relationships, especially in the legal and financial sectors. How can professionals build trust quickly and effectively? What are the common pitfalls in traditional sales approaches?

Join Greg DuPont in this insightful episode of March to a Million with special guest Ari Galper as they uncover the secrets to fostering genuine relationships and establishing trust in the legal and financial services industry.

Greg and Ari discuss: 

  • Why traditional sales techniques fail in modern client interactions
  • The importance of uncovering the true needs of clients beyond surface-level goals
  • The role of trust-based language and how subtle changes can significantly impact your practice
  • Practical advice on shifting your mindset to let clients lead the buying process naturally
  • And more!

Resources: 

Connect With Ari Galper:

Connect with Greg DuPont:

About Our Guest:

Ari Galper is the founder and CEO of Unlock The Game® and is the world’s number #1 authority on trust-based selling. He has been featured in CEO Magazine, Forbes, INC Magazine, SkyNews, and the Australian Financial Review.

As trust becomes the most important currency in the new economy, the act of selling as a dehumanizing process with endless “chasing”, has been completely re-invented and anchored in the timeless values of integrity and trust – through Trust-Based Selling.

In his best-selling book, “Unlock The Sales Game”, Ari describes his revolutionary sales approach based on getting to the truth and why having a mindset of focusing on deep trust, instead of “the sale” – is, ironically, 10 times more profitable.

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How to Integrate Financial Services into Your Law Practice (Ep. 30)

How to Integrate Financial Services into Your Law Practice (Ep. 30)

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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!

 

Connect with Greg DuPont:

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Is the Stock Market a Ponzi Scheme? (Ep. 27)

Is the Stock Market a Ponzi Scheme? (Ep. 27)

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The financial world is abuzz with debates and discussions, but one question looms large: Is the stock market nothing more than a sophisticated Ponzi scheme?

This week on the March to a Million podcast, Greg DuPont explores the controversial comparison of the stock market’s operations to a typical Ponzi scheme, giving you the official definition of a Ponzi scheme to compare and contrast how the behaviors relate to the current market. He also discusses what these implications mean  for investors and the legal profession.

Greg discusses: 

  • The legitimacy of the stock market’s operations, likening it to a Ponzi scheme and expressing concerns over its sustainability
  • The current financial guidance system, emphasizing the need for attorneys to understand and break the cycle of what he perceives as a flawed system
  • The commoditization of investment advice and how it affects consumer choices and the industry at large
  • The impending wealth transfer from baby boomers and its potential impact on the stock market’s stability
  • The fee structures in financial services and whether they truly serve the best interests of clients
  • How attorneys can break the cycle of poor financial guidance and better serve their clients
  • And more!

 

Connect with Greg DuPont:

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Awakening to Risk: Attorneys and the Future of Markets (Ep. 26)

Awakening to Risk: Attorneys and the Future of Markets (Ep. 26)

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In the face of impending market changes, how can families plan to safeguard their financial future?

In this episode of March to a Million, Greg DuPont explores the urgent need for a seismic shift in how we perceive financial planning and the crucial role attorneys play in this transformation. He digs into the pressing issues facing the financial market and the impending changes that could reshape our financial futures.

Greg discusses: 

  • His epiphany about the future of the market and its impact on his clients
  • The significance of the 100th anniversary of the Great Depression in relation to current market conditions
  • Strategies for protecting family wealth, including offloading risk and exploring alternative investments
  • The role of insurance companies in providing stability during economic downturns
  • The potential of Bitcoin and real estate as alternative investment options
  • The importance of guaranteed income and the dangers of forced asset liquidation during market crashes
  • Roles that attorneys play in financial advocacy to protect clients’ interests in a comprehensive manner
  • And more!

 

Connect with Greg DuPont:

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The Human Element in Financial Advisory with Lindsay Troxell (Ep. 25)

The Human Element in Financial Advisory with Lindsay Troxell (Ep. 25)

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The process of transitioning into retirement involves more than just financial planning; it involves psychological and emotional preparation as well.

How can attorneys and financial advisors provide a more holistic service that addresses the human side of retirement? How can they help clients navigate the emotional complexities of leaving their work identity behind?

This week, Greg DuPont chats with Lindsay Troxell, Founder, CEO, and Head Coach At Our Coaching Initiative. They explore the importance of understanding clients’ emotions, the impact of exhaustion on retirement dreams, and strategies for attorneys and advisors to connect more deeply with their clients.

They discuss:

  • The significance of coaching in the financial advisory space and how it can enhance client relationships
  • The challenges clients face when transitioning from work life to retirement, particularly in terms of emotional readiness and identity
  • The importance of managing physical, emotional, mental, and spiritual energy for a fulfilling retirement
  • How advisors can help clients redefine their purpose and identity post-retirement
  • The art of asking the right questions to facilitate deeper conversations and connections with clients
  • How advisors can overcome feelings of inadequacy when stepping into a coaching role
  • Encouraging a growth mindset among advisors to move from merely surviving to thriving in their profession
  • And more!

 

Resources: 

Connect With Lindsay Troxell:

Connect with Greg DuPont:

 

About Our Guest:

Lindsay Troxwell is a Certified Life Coach and International speaker changing the landscape of financial services. Since 2005, Lindsay Troxell has worked on thousands of teams across the United States and in Europe with a focus on practice management, business development, client experience, team dynamics, and mindset.

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Embracing Generational Differences in the Great Wealth Transfer (Ep. 24)

Embracing Generational Differences in the Great Wealth Transfer (Ep. 24)

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The great wealth transfer is a monumental event, and attorneys must adapt to generational differences to capture this opportunity.

How can attorneys effectively communicate and market to different generations? What strategies can they employ to engage with a younger, more digitally savvy audience?

In this episode of the March to a Million podcast, Greg DuPont explores the importance of understanding generational nuances in marketing, especially in the context of the great wealth transfer. They explore the impact of financial events on younger generations and the necessity of creating content that resonates with Gen X, Millennials, and Gen Z.

Greg discusses: 

  • The distinct marketing approaches required for different generations and the misconceptions attorneys may have
  • The shift from traditional word-of-mouth marketing to building a foundation of social proof for younger audiences
  • The importance of creating convenient, bite-sized content for digital platforms to attract the next generation
  • The need for attorneys to focus on the outcomes and feelings their services provide, rather than just the technical aspects
  • The benefits of utilizing owned media like print newsletters and websites to control the message and build credibility
  • Effective strategies for converting conversations into client engagements without hard selling
  • And more!

 

Connect with Greg DuPont:

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