What happens when attorneys stop working next to financial advisors and start working with them?

Greg DuPont dives into the next evolution of the Wealth Solutions Network: regional attorney-advisor teams trained in the Financial Advocate model. He exposes the tension that’s long plagued professional estate planners who feel sidelined, advisors who feel unsupported, and reveals a better path forward built on mutual trust, shared responsibility, and aligned outcomes.

Greg also breaks down the real reason collaboration often fails (hint: it’s not about revenue splits), and explains how letting go of control can actually increase influence, effectiveness, and income. He shares a live client case that proves how powerful it is when legal and financial minds row in the same direction with the 4D Estate Plan as their compass.

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Most estate planning attorneys stop where the real work begins after the documents are signed. 

In this powerful continuation of the “Back to Basics” mini-series, Greg DuPont and Matt Halloran expose the widespread consequences of binder-only estate plans and the probate nightmares they leave behind.

Greg shares why the 4D Estate Plan is the missing framework for attorneys who want to stay relevant, serve at a higher level, and avoid becoming obsolete in a world of online legal forms. It’s not about selling more; it’s about asking better questions, building alignment, and becoming a lifelong guide for your clients.

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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 They share how attorneys can let go of outdated scripts, ditch commission breath, and start crafting human conversations that naturally lead to alignment, clarity, and long-term value.

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It’s no secret: health insurance costs are crushing business owners, and most don’t even know why.

In this episode of March to a Million, Greg DuPont sits down with Keefe Duterte, co-founder of Smart Health Benefits, to expose the hidden culprits behind rising healthcare costs, specifically, Pharmacy Benefit Managers (PBMs). But this isn’t just an exposé. It’s a strategic roadmap for estate planning attorneys looking to bring real, measurable savings to their business-owner clients and deepen advisory relationships along the way.

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About Our Guest:

Keefe Duterte graduated from the University of Arizona in 2002 with a double major in Finance and Economics and earned his Life & Health Insurance license that same year. With over two decades of experience, he’s dedicated his career to helping individuals and families navigate the often confusing world of health insurance. Keefe is passionate about health and wellness and committed to finding creative, affordable solutions that make quality care accessible. His mission is simple: to put the “health” back in healthcare.

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:

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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.

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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.

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About Our Guest:

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.

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About Our Guest:

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.

Greg is back to dismantle one of the most widely accepted yet dangerously outdated retirement concepts: the 4% rule.

In this episode, Greg DuPont shares his research and frustrations that made him question why many advisors still cling to outdated income planning assumptions that could jeopardize retirement outcomes. From the origins of the 4% rule to today’s evolving withdrawal realities, Greg explains why “just pulling 4%” is not a strategy and what proactive advisors and consumers should be doing instead.

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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:

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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.