March to a Million

The 4D Estate Planning Advantage for Modern Attorneys (Mini Series Ep. 2)

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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
  • And more!

    • Resources:

    • Commonwealth Financial Network
    • wealth.com

      • Connect with Greg DuPont:

      • Wealth Solutions Network Website (JoinWSN.com)
      • LinkedIn: Greg DuPont
      • LinkedIn: Wealth Solutions Network
      • Facebook: Wealth Solutions Network
      • [email protected]
      • (614) 432-8065
        • ...more
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        March to a MillionBy Greg DuPont