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March to a Million episodes
- The Hidden Dangers & Benefits of Life Insurance Policies with David Kottler, J.D., C.A.P. (Ep. 17)Life insurance is more than just a way to protect your loved ones in case of your death. It has the potential to be a powerful tool to enhance your wealth, optimize your taxes, and secure your financial future. However, not all life insurance policies are created equal, and many people are unaware of the …
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24 min - The Success of WSN’s Founder’s Club (Ep. 16)The journey of professional growth and collaboration is always a cause for celebration. Today, we take a moment to acknowledge the significant milestone achieved by the Wealth Solutions Network (WSN) while also reviewing the ‘greatest hits’ of knowledge that Greg has brought to the show over the last several months. Greg DuPont celebrates the official …
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25 min - The Biggest Highlights from the March to a Million Podcast (Ep. 15)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 …
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27 min - A Guide to Marketing and Building Long-Term Relationships for Attorneys with Charley Mann (Ep. 14)One of the most important skills for any professional is effective communication with clients and prospects. This is especially true for estate planning attorneys, who deal with complex and sensitive matters that require trust. However, many lawyers struggle with marketing their services and building long-term relationships with their clients. In this episode, Greg DuPont talks …
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31 min - Simplifying the Complexity of Indices with Laurence Black (Ep. 13)Choosing the right index for your investment goals can be a daunting task, especially when there are millions of options available. How do you know which one is best suited for your risk tolerance, time horizon, and expected returns? How do you evaluate the performance and design of different indexes and ETFs? These are some …
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22 min - How to Be a Financial Advocate for Your Clients with Mike Ringel (Ep. 12)Financial planning is not just about numbers and calculations. It is also about understanding your client’s values, goals, and dreams so that you can assist them in achieving them through sound financial strategies. Whether you are an attorney, a CPA, or a financial advisor, you need to have the skills and mindset of a financial …
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30 min - The Role of Influence in The Mindset Pillar of Financial Advocacy (Ep. 11)Switching the mindset from selling to influencing is a game-changer. The top advisors in the financial industry don’t sell – they let people come in pre-sold. This approach helps build trust and, eventually, strong relationships with clients. What steps can estate planning attorneys take to become more influential with their clients? In this episode, Greg …
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31 min - The Membership Levels of the Wealth Solutions Network (Ep. 10)You may have heard about the advantages that estate planning attorneys can gain by becoming a part of the Wealth Solutions Network through our podcasts. However, you may be curious about how to participate in a way that matches your goals. Today, we are here to assist you with that! In this episode, Greg DuPont …
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35 min - The Fifth Pillar of Financial Advocacy: Wealth Transfer (Ep. 9)Safeguarding assets and ensuring their seamless transition to future generations has never been more crucial. That is where the role played by estate planning attorneys becomes more important than ever. In this episode, Greg DuPont explores the fifth pillar of financial advocacy: Wealth Transfer. He emphasizes the importance of attorneys in preserving, protecting, and transferring …
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28 min - The Fourth Pillar of Financial Advocacy: Wealth Accumulation (Ep. 8)Embarking on the journey towards financial security and prosperity requires more than simply making decisions. It also requires strategies to multiply and maximize wealth. In this episode, Greg DuPont explores the fourth pillar of financial advocacy: Wealth Accumulation. He shares the three big secrets behind it along with valuable insights on how to optimize savings …
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27 min
About March to a Million
From the publisher's feed
Welcome to The March to a Million podcast with Greg DuPont, founder of the Wealth Solutions Network. In this podcast, Greg shares his journey to positively impact one million lives by creating an army…
of financially minded attorneys who embrace an expanded role in their clients’ lives. Greg and his guests challenge the status quo in the legal profession and the financial services industry and show attorneys how they can improve their lives, provide greater value to their clients, and experience greater professional satisfaction. Join us in this movement and strengthen your business by learning how to solve your clients’ most pressing financial problems.