March to a Million

The Big Picture: From Practitioner to Legacy Builder (Mini Series Ep. 1)

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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 Greg talks about why so many attorneys plateau, how outdated thinking holds them back, and what it takes to build a practice that creates lasting impact for clients, families, and the profession itself.

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  • How outdated beliefs in the profession prevent attorneys from running their firms as businesses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
  • And more

    • Resources:

    • Retirement Tax Trap by Greg DuPont – Available on Amazon

      • 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