30 episodes
March to a Million Greg DuPont
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- Business
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5.0 • 1 Rating
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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.
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Reflections on Higher Education and Financial Planning (Ep. 29)
The processes around higher education are evolving, and so are the financial strategies needed to navigate its costs and benefits. What do families need to begin planning for the rising costs of college? What impact will technological advancements in AI and learning and information have on traditional education? This week, Greg DuPont shares his thoughts … Read More Read More
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How to Boost Your Bottom Line and Employee Satisfaction with Josh Kelley (Ep. 28)
Are you ready to discover a game-changing benefit program for your employees that boosts morale and cuts costs? In this episode, Greg DuPont chats with Josh Kelley, Employee Benefits Advisor at Citadel Benefits Group, about an innovative program called the Self-Insured Medical Reimbursement Program (SIMRP). By utilizing tax codes designed for preventative healthcare, this program … Read More Read More
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Is the Stock Market a Ponzi Scheme? (Ep. 27)
The financial world is abuzz with debates and discussions, but one question looms large: Is the stock market nothing more than a sophisticated Ponzi scheme? This week on the March to a Million podcast, Greg DuPont explores the controversial comparison of the stock market’s operations to a typical Ponzi scheme, giving you the official definition … Read More Read More
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Awakening to Risk: Attorneys and the Future of Markets (Ep. 26)
In the face of impending market changes, how can families plan to safeguard their financial future? In this episode of March to a Million, Greg DuPont explores the urgent need for a seismic shift in how we perceive financial planning and the crucial role attorneys play in this transformation. He digs into the pressing issues … Read More Read More
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The Human Element in Financial Advisory with Lindsay Troxell (Ep. 25)
The process of transitioning into retirement involves more than just financial planning; it involves psychological and emotional preparation as well. How can attorneys and financial advisors provide a more holistic service that addresses the human side of retirement? How can they help clients navigate the emotional complexities of leaving their work identity behind? This week, … Read More Read More
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Embracing Generational Differences in the Great Wealth Transfer (Ep. 24)
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
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The next stage for lawyers
Greg spells out what the next evolution of lawyers as true advocates will look like in an increasingly competitive profession. Especially true for estate planning lawyers who should listen to every episode of show right away!