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March to a Million

Business & Economics Podcasts

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.

Location:

United States

Description:

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.

Language:

English


Episodes
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Embracing Generational Differences in the Great Wealth Transfer (Ep. 24)

5/8/2024
The great wealth transfer is a monumental event, and attorneys must adapt to generational differences to capture this opportunity. How can attorneys effectively communicate and market to different generations? What strategies can they employ to engage with a younger, more digitally savvy audience? In this episode of the March to a Million podcast, Greg DuPont … Read More Read More

Duration:00:27:55

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Rethinking Long-Term Care Planning with Barclay Sisk (Ep. 23)

4/24/2024
Are you ready to rethink your approach to long-term care planning and leave a lasting financial legacy for your clients? In this episode of The March to a Million Podcast, Greg DuPont talks with Barclay Sisk, Vice-President at 1st Atlantic Brokerage, to uncover the secrets behind long-term care planning strategies and how attorneys can secure … Read More Read More

Duration:00:39:57

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The Debt-Free 4 Life Program with Tracey Spikes, CLU, FICF (Ep. 22)

4/10/2024
Ready to help your clients with eliminating their debt and pursuing financial freedom? Are there any methods available that we should know about? Join Greg DuPont and Tracey Spikes, CLU, FICF, Debt Free 4 Life™ Specialist, as they discuss the transformative Debt Free 4 Life model that can change people’s future. Tracy shares personal stories … Read More Read More

Duration:00:42:00

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The Shred Method: A Revolutionary Way to Achieve Debt Freedom with Adam Carroll (Ep. 21)

3/27/2024
Debt is one of the biggest challenges facing many people today. It can limit your choices, reduce your savings, and stress you out. But what if there was a way to get rid of your debt faster and easier than you ever thought possible? This week, Greg DuPont is joined by Adam Carroll, Professional Speaker … Read More Read More

Duration:00:26:56

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The Power of Real Estate Investing with Taylor Vick, CFA (Ep. 20)

3/13/2024
Real estate is one of the most popular forms of investment. It offers a variety of benefits, such as income generation, capital appreciation, tax efficiency, and diversification. However, real estate investing also comes with its own challenges, such as finding the right properties, managing them effectively, and navigating the complex legal and financial aspects. That … Read More Read More

Duration:00:33:49

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Transformative Personal Growth in Entrepreneurship (Ep. 19)

2/28/2024
Don’t rest on your laurels! Personal growth is a crucial factor for attorneys and entrepreneurs who want to achieve success and fulfillment in their businesses and lives. In this episode, Greg DuPont explores the power of personal growth and development for attorneys and entrepreneurs drawing on lessons from Tony Robbins’ “Date with Destiny.” Greg also … Read More Read More

Duration:00:34:17

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The Potential of Annuities (Ep. 18)

2/14/2024
Annuities are financial products that offer an income stream, usually for retirees. However, annuities also have some drawbacks, such as fees, surrender charges, and tax implications. How can attorneys help their clients in this subject? Can they fit into their estate plans? In this episode, Greg DuPont explores the world of annuities. He dives into … Read More Read More

Duration:00:30:52

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The Hidden Dangers & Benefits of Life Insurance Policies with David Kottler, J.D., C.A.P. (Ep. 17)

1/31/2024
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 … Read More Read More

Duration:00:23:54

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The Success of WSN’s Founder’s Club (Ep. 16)

1/17/2024
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 … Read More Read More

Duration:00:24:19

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The Biggest Highlights from the March to a Million Podcast (Ep. 15)

12/27/2023
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 … Read More Read More

Duration:00:26:51

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A Guide to Marketing and Building Long-Term Relationships for Attorneys with Charley Mann (Ep. 14)

12/20/2023
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 … Read More Read More

Duration:00:30:05

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Simplifying the Complexity of Indices with Laurence Black (Ep. 13)

12/6/2023
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 … Read More Read More

Duration:00:21:48

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How to Be a Financial Advocate for Your Clients with Mike Ringel (Ep. 12)

11/22/2023
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 … Read More Read More

Duration:00:29:11

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The Role of Influence in The Mindset Pillar of Financial Advocacy (Ep. 11)

11/8/2023
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 … Read More Read More

Duration:00:30:46

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The Membership Levels of the Wealth Solutions Network (Ep. 10)

10/18/2023
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 … Read More Read More

Duration:00:34:33

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The Fifth Pillar of Financial Advocacy: Wealth Transfer (Ep. 9)

10/11/2023
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 … Read More Read More

Duration:00:27:01

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The Fourth Pillar of Financial Advocacy: Wealth Accumulation (Ep. 8)

9/27/2023
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 … Read More Read More

Duration:00:26:43

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Are Attorneys Missing Out on a Valuable Opportunity with Long-Term Care? with Jeff Sather (Ep. 7)

9/13/2023
If you have not allocated something for long term care needs in the future, you’ve allocated everything you own to long term care needs in the future. For attorneys, this is an area worth paying full attention to in order to increase their practice value. In this episode, Greg DuPont sits down with Jeff Sather, … Read More Read More

Duration:00:20:39

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The Third Pillar of Financial Advocacy: Wealth Enhancement (Ep. 6)

8/30/2023
The concept of wealth enhancement goes beyond accumulation. It’s about having the mindset of empowerment and protecting wealth to achieve personal goals. What are the essential factors to consider when it comes to clients? In this episode, Greg DuPont talks about the third pillar of financial advocacy, wealth enhancement, as well as three secrets about … Read More Read More

Duration:00:24:50

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The Financial Advocacy Mindset for Legal Professionals with Ben Glass (Ep. 5)

8/16/2023
Being a legal professional requires more than just legal knowledge. It also requires empathy, understanding, and the ability to make a positive impact on clients’ lives. What’s the mindset we must follow with our clients? In this episode, Greg DuPont sits down with Ben Glass, owner and attorney at BenGlassLaw and founder of Great Legal … Read More Read More

Duration:00:22:06