Most estate planning attorneys focus on drafting documents—but what if your practice could offer more? In this episode of Life Beyond the Briefs, host Brian Glass sits down with Greg DuPont, an estate planning lawyer and financial advisor, to discuss how integrating financial services into estate planning can significantly increase client value and long-term relationships.

Greg shares his journey from traditional estate planning to a holistic approach that combines legal, financial, insurance, and tax strategies—turning a simple will into a $50,000 client relationship. He explains how prepaid legal plans, strategic client conversations, and a relationship-based practice model can help attorneys grow their firms without increasing their workload.

This episode covers:
✅ Why specialization alone isn’t enough in today’s legal landscape
✅ How estate planners can apply financial wisdom to better serve clients
✅ The power of prepaid legal plans to create a steady stream of engaged clients
✅ How Greg’s Wealth Solutions Network (WSN) helps attorneys integrate financial planning into their practice
✅ His March to a Million initiative—positively impacting a million families by 2030

If you’re looking to evolve your estate planning practice, build deeper client trust, and increase revenue without adding more billable hours, this episode is for you.

Connect with Greg DuPont:
🌐 www.wealthsolutionsgroup.biz
🔗 LinkedIn - Gregory DuPont
📧 [email protected]

Listen now and discover how to transform your legal practice!

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Brian Glass is a nationally recognized personal injury lawyer in Fairfax, Virginia. He is passionate about living a life of his own design and looking for answers to solutions outside of the legal field. This podcast is his effort to share that passion with others.

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