The legal profession is facing a reckoning, and estate planning attorneys are at a crossroads.
In this episode of March to a Million, Greg DuPont outlines the 4D Estate Planning Advantage: a transformative model designed to help attorneys evolve from document drafters to holistic, family-office-style advisors. With AI tools like wealth.com gaining traction and financial advisors moving aggressively into the estate planning space, the time to adapt is now.
Greg explains how attorneys can use the 4D framework to:
Stay relevant in an AI- and tech-driven future
Deliver comprehensive value beyond documents
Protect clients from one-size-fits-all financial sales strategies
Structure their practice to attract higher-value engagements
Estate planning professionals are at a crossroads. Those who stay stuck in transactional work will struggle to survive, while those who think bigger have the chance to build a true legacy.
In this episode of March to a Million, Greg DuPont kicks off a special 10-part series on moving from practitioner to legacy builder. Greg talks about why so many attorneys plateau, how outdated thinking holds them back, and what it takes to build a practice that creates lasting impact for clients, families, and the profession itself.
Greg discusses:
Why so many estate planning attorneys plateau in their practices
The critical differences between revenue models for attorneys and financial advisors
How outdated beliefs in the profession prevent attorneys from running their firms as businesses
The 4D Estate Plan model and how it shifts the attorney’s role from technician to strategist
Why this mini-series matters and what’s at stake for those who want to build a legacy
Private insurance isn’t just for Fortune 500 companies; it can be a powerful wealth-building and risk-mitigation tool for law firms, business owners, and entrepreneurs.
In this episode of March to a Million, Greg DuPont sits down with Craig Clemons, Vice President at Reinsurance Specialists, to uncover how private insurance structures can help business owners self-insure, unlock tax advantages, and even build new pools of investment capital. From protecting against reputational risk to leveraging captive insurance strategies for estate planning and retirement, Craig breaks down the opportunities most professionals don’t even know exist.
Here’s what you’ll learn:
How private insurance works as both protection and an asset-building tool
Why risk management strategies can be customized for any industry
Real-world examples of law firms, doctors, and construction companies using this model
How private insurance ties into estate planning and long-term wealth transfer
C-suite executive with extensive sales, marketing, business development, and leadership experience in diverse companies, including three Fortune 500s. In his current role with Reinsurance Specialties™, Craig recruits, coaches business development individuals / educates business leaders operating in 30 US states, delivering a best-in-class private insurance platform.
As recent vice president of public relations and business development for Express Employment Professionals™ (a $4 billion international enterprise), Craig worked directly with the CEO to develop new business and strategic partnerships serving 800 franchised offices, 65,000 clients, and 600,000 associates in the U.S., Canada, and South Africa.
Previously, Craig served in senior management positions with Oklahoma State University, Williams Companies, Advantage Media Group, Frito-Lay, and for eleven years with Anheuser-Busch as Senior Market Manager.
When life knocked her down (literally), Susan Chace got back up and rewrote the script.
In this moving episode of March to a Million, Greg DuPont sits down with new Wealth Solutions Network member Susan Chace, Esq., whose 14-year journey to becoming an estate planning attorney includes surviving a brain tumor, raising three children as a single mother, and juggling multiple careers.
Now a licensed attorney and ready to serve, Susan shares how her own near-death experience changed how she sees estate planning, financial strategy, and the importance of being truly prepared.
What to expect in this episode:
The medical crisis that pushed Susan to law school
How part-time professionals and gig workers can protect themselves
Why most people don’t plan ahead and how she’s changing that
Her bold mission to serve dentists, realtors, and caregivers with clarity and heart
Chace Law Firm is the solo practice of Susan Chace, a dedicated attorney who provides thoughtful, strategic, and client-centered legal services in the areas of estate planning, trust administration, probate, real estate, and civil matters. Receiving her Juris Doctorate from Trinity Law School and becoming a California attorney, Susan brings a rare blend of compassion, insight, and real-world experience to her practice.
As a former business owner, registered dental hygienist, and real estate professional, Susan understands the practical needs of families, entrepreneurs, and individuals navigating life transitions. Whether helping clients preserve their legacy or resolve disputes, she approaches each case with a commitment to clarity, compassion, and real results.
Susan has a unique ability to guide clients through both preventative legal planning and complex disputes. Her mediation experience at the Central Justice Center in Orange County’ gives her a grounded understanding of conflict resolution, and competing on Trinity’s Moot Court team underscores her persuasive courtroom presence.
Working directly with every client from start to finish—ensuring personalized guidance and trusted legal advocacy—Susan will be with you every step of the way.
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
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.
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]
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
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
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.
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
