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

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 Greg talks about why so many attorneys plateau, how outdated thinking holds them back, and what it takes to build a practice that creates lasting impact for clients, families, and the profession itself.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• How outdated beliefs in the profession prevent attorneys from running their firms as businesses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
• info@wealthsolutionsnetwork.com
• (614) 432-8065