March to a Million: Recent Episodes
Greg DuPont
March to a Million is a podcast that follows Greg DuPont, acclaimed Estate Attorney and Financial Advisor, to positively impact the lives of 1 million people by the time he turns 65. He tells the story in real time of how he created the Wealth Solutions Network - a group of financially-minded attorneys that help consumers make wise financial decisions.
This week has been a busy one. Greg hosted his first 'Pillars of Financial Advocacy' training, and his first Debt Free 4 Life Seminar.
In this episode, you'll learn:
- What the Debt Free 4 Life program is
- Why consumer demand is so high for this type of seminar
- How Debt Free 4 Life will be integrated into the Wealth Solutions Network
ResourcesSmartAdvisorColumbus.com
Connect with the Wealth Solutions Network:
- Wealth Solutions Network Website
- LinkedIn Page
- LinkedIn Group
- Facebook Page
- info@wealthsolutionsgroup.biz
Things are moving right along here at the Wealth Solutions Network. We're starting our first round of training seminars with our focus group this week.
In this episode, Greg discusses:
- How he got into the financial services industry
- How he's making it easier for other attorneys to get involved
- How he is educating consumers about debt reduction through seminars
Connect with the Wealth Solutions Network:
- Wealth Solutions Network Website
- LinkedIn Page
- LinkedIn Group
- Facebook Page
- info@wealthsolutionsgroup.biz
In this episode, Greg discusses the way artificial intelligence will soon revolutionize the way entrepreneurs and small business owners operate.
You will learn:
- How technology has progressed in the financial services industry
- How AI could serve as your "business partner" in the future
- What services AI can't replace
- How AI can help members of the Wealth Solutions Network better serve their clients
Resources
Exponential Wisdom Podcast
Connect with the Wealth Solutions Network:
- Wealth Solutions Network Website
- LinkedIn Page
- LinkedIn Group
- Facebook Page
- info@wealthsolutionsgroup.biz
In this episode, Greg discusses the shortcomings of a networking group he was a part of years ago. The group lacked authenticity and trustworthiness, especially among interactions with consumers.
This experience has become an important lesson for him going forward. Everyone must be authentic and do right by people they are helping in order for the Wealth Solutions Network to succeed.
Connect with the Wealth Solutions Network:
- Wealth Solutions Network Website
- LinkedIn Page
- LinkedIn Group
- Facebook Page
- info@wealthsolutionsgroup.biz
In this episode, Greg talks about meeting a new strategic partner at an entrepreneurship group.
This person, Adam Carroll, has developed a debt reduction program called "The Shred Method" which helps people get out of debt faster.
This adds another tool that members of the Wealth Solutions Network can use to help their clients.
Resources
Strategic Coach
The Shred Method
Connect with the Wealth Solutions Network:
- Wealth Solutions Network Website
- LinkedIn Page
- LinkedIn Group
- Facebook Page
- info@wealthsolutionsgroup.biz
As you might have noticed, we haven't fulfilled our promise to upload a new podcast episode everyday. However, that doesn't mean there's not work being done behind the scenes.
In this episode, Greg talks about the outcome of the first focus group session. And what's coming next.
He is beginning to build out educational material for members of the Wealth Solutions Network. The goal is to provide estate planning attorneys with tools that they can use to help their clients.
Momentum is building. Stay tuned for more.
Connect with the Wealth Solutions Network:
- Wealth Solutions Network Website
- LinkedIn Page
- LinkedIn Group
- Facebook Page
- info@wealthsolutionsgroup.biz
In this episode, Greg reflects on two things: new technology hitting the financial services industry, and the Secure Act 2.0.
Technology has made it easier than ever to provide clients with a comprehensive range of solutions. Greg talks about one specific tool in this episode.
On the other side of things, the Secure Act 2.0 is setting up a ticking tax time bomb for many consumers. Financial advocates are needed to help clients avoid this.
Connect with the Wealth Solutions Network:
- Wealth Solutions Network Website
- LinkedIn Page
- LinkedIn Group
- Facebook Page
- info@wealthsolutionsgroup.biz
In this episode, Greg talks about research he's recently conducted on the state of financial advocacy in America.
Less and less financial advisors are going into the workforce, meaning that major firms don't have the time to give consumers the one-on-one guidance they need. As technology advances, consumers will turn to AI and other self-education methods for guidance on their finances. And that isn't a good thing.
Greg also discusses the future of social security and Secure Act 2.0. Consumers should expect to see major tax law changes in the coming years. That's where a financial advocate can come in to help them.
Source
https://www.riaintel.com/article/2aucrouk1jd74psrc4fls/practice-management/is-declining-advisor-headcount-at-a-tipping-point?
Connect with the Wealth Solutions Network:
- Wealth Solutions Network Website
- LinkedIn Page
- LinkedIn Group
- Facebook Page
- info@wealthsolutionsgroup.biz
We're taking the podcast on the road today as Greg meets with his mastermind group at Great Legal Marketing in Washington D.C.
Things are coming together as we recruit members for our focus group.
If you're an attorney and are interesting in taking part in our first focus group, click below for more information. This is the only time you'll be able to receive Greg's exclusive training for free.
bit.ly/wsnfocusgroup
Connect with the Wealth Solutions Network:
- Wealth Solutions Network Website
- LinkedIn Page
- LinkedIn Group
- Facebook Page
- info@wealthsolutionsgroup.biz
Today is a big day for us at the Wealth Solutions Network, our website is officially live! This website has been many months in the making and we're very excited to share it with you. Click the link below to check it out.
In this episode, Greg discusses:
- The launch of the new website
- The importance of having the right team
- Reading recommendations for business owners
- And more!
Resources
- Who not How by Dan Sullivan
- Brian Johnson's Heroic App
Connect with the Wealth Solutions Network:
- Wealth Solutions Network Website
- LinkedIn Page
- LinkedIn Group
- Facebook Page
- info@wealthsolutionsgroup.biz
Recently, Greg has been working on marketing material for the Wealth Solutions Network, a group of lawyers he is training to become financial advocates. Through this process, he realized he needed to truly define what it means to be a financial advocate.
In this episode, Greg discusses:
- What financial advocacy is
- How being a financial advocate goes above and beyond fiduciary duties
- Being aware of biases in the financial industrial complex
- How financial advocacy benefits clients
- And more!
Get your free copy of Greg's chapter from The Recipe for Success here: 'Getting Your Affairs in Order: The Need for Financial Advocacy in the Modern Era'.
Connect with the Wealth Solutions Network:
- Wealth Solutions Network Website
- LinkedIn Page
- LinkedIn Group
- Facebook Page
- info@wealthsolutionsgroup.biz
Many entrepreneurs struggle to build a movement around their business. How do you make people fall in love with your product or service? How do you attract your ideal clientele?
In this episode, Greg DuPont discusses his struggle with marketing his new businesses venture, the Wealth Solutions Network. The Wealth Solutions Network is a group of estate attorneys that provide holistic financial advocacy services to their clients.
Greg discusses:
- The current problems with the financial service industry
- How technology has allowed financial advocacy training to become easier than ever
- How estate attorneys can help their clients make wise financial decisions while making more money for themselves
Connect with the Wealth Solutions Network:
- Wealth Solutions Network Website
- LinkedIn Page
- LinkedIn Group
- Facebook Page
- info@wealthsolutionsgroup.biz
Welcome to the first episode of March to a Million - hosted by acclaimed attorney, financial advisor, public speaker, and author Greg DuPont.
On his 53rd birthday, Greg committed to positively impacting 1 million lives by the time he turns 65 (September 30, 2030). This podcast chronicles his journey to that goal.
In this episode, you will learn:
- Greg's journey to get to where he is today
- His history with the financial industrial complex
- How estate planning attorneys can take advantage of the current problems with the financial industrial complex
- What the Wealth Solutions Network is
Resources:
Becoming a Resonant Leader by Annie McKee, Richard Boyatzis and Frances Johnston
Connect with the Wealth Solutions Network:
- Wealth Solutions Network Website
- LinkedIn Page
- LinkedIn Group
- Facebook Page
- info@wealthsolutionsgroup.biz
