Invest in Your Clients and Yourself
All your hard work and dedication have made you the amazing attorney you are today. You spent years mastering the ins and outs of estate law, but there's one thing missing from your practice.
You're not confident in helping clients with their finances. Maybe you don't have the proper training, or you've tried to partner with financial advisors in the past and things didn't work out. We get it. There are so many sharks in the financial services industry it's hard to know who to trust.
And what happens if you make a mistake? The financial industrial complex has failed thousands of people. You've likely heard horror stories from your own clients. Over the past 30 years, there's been a 75% increase in the number of trust and estate malpractice claims.
Instead of avoiding talking finance with your clients, take this opportunity to serve them better than anyone else.
At the Wealth Solutions Network, our mission is to help you achieve more for your clients, earn more for yourself, and still sleep at night knowing everything was done legally and ethically.
We will arm you with the training, mentorship, and resources you need to make the transition from Lawyer to Financial Advocate.
No client of yours will ever have to worry about making the wrong legal, financial, or tax decision ever again.
It's time to invest in the training, mentorship, and coaching you need to build your 5-star estate planning practice.
Join the Movement
Join our email list for exclusive access to practice-building tips.
There is a current increasing need for consumers to receive financial guidance. Our economy is turbulent, with big tax law changes on the horizon. Consumers are going to need trusted financial advocates to help them navigate these changes.
But, there are fewer and fewer people going into the financial service industry. When's the last time you heard a child say they want to be an insurance salesman when they grow up? Or a tax preparer? Probably never. When these specialists retire and no one replaces them, where will consumers turn to for help?
Many are already turning to YouTubers, social media influencers, automated systems, and other self-education methods for financial advice. They're also turning to LegalZoom and other DIY programs for their legal needs. Consumers aren't getting the type of guidance they need, or the quality of guidance they need, to make informed decisions.
You can provide your clients with something that influencers and automated software can't - personalized, fiduciary-based, financial advocacy.
Right now, estate planning attorneys have the unique opportunity to fill the gap in financial education. And with today's technology, you don't need hundreds of hours of training to serve your clients well.
We will provide you with the tools you need to provide your clients with the certainty that they are getting true fiduciary-based financial advocacy.
From Estate Planning Attorney to Financial Advocate
Greg DuPont, JD, CFP®, is a well-respected Estate Planning Attorney, Financial Advisor, public speaker, and published author. Greg has 30 years of experience providing clients the legal, financial and tax advice they need.
After graduating from The Ohio State University with a Bachelor of Science in Finance and Accounting, Greg went on to complete his law degree at Capital University Law School, where he specialized in Estate Planning and Taxation.
As Seen On...
Our mission is to cultivate a vibrant community of legal professionals who share a deep commitment to personal growth, professional excellence, and collaborative synergy in the provision of financial solutions to their clients. We aspire to provide a supportive and ethical environment where attorneys from diverse backgrounds and practice areas come together to:
Foster Personal Growth: We empower our members to continually develop their legal expertise, leadership skills, and emotional intelligence, fostering personal growth that extends beyond the confines of the legal profession.
Champion Collaboration: We champion collaboration as a core value, encouraging attorneys to actively seek opportunities for joint ventures, knowledge sharing, and mutual support, ultimately benefiting our clients and the legal community as a whole.
Promote Mentorship and Support: We foster a culture of mentorship and support, where seasoned attorneys trained in the skills of financial planning guide and inspire their peers and mentees, facilitating the growth and success of all members.
Advance Continuing Education: We are dedicated to advancing continuing education by organizing insightful workshops, seminars, and webinars that keep our members at the forefront of legal and financial planning trends and best practices.
Nurture Networking Opportunities: We provide a dynamic networking platform that enables our members to establish valuable connections, exchange referrals, and access a vast network of legal professionals.
Maintain Ethical Standards: We uphold the highest ethical standards, ensuring that trust and professionalism remain at the core of our community, safeguarding the reputation and integrity of the legal profession.
Engage in Community Service: Beyond legal practice, we actively engage in community service, consumer financial education and pro bono work, leveraging our expertise to make a positive impact on the communities we serve.
Our community thrives through both online and in-person interactions, fostering a sense of belonging and collaboration in an ever-evolving legal landscape. Together, we are committed to the shared values that drive our mission, and we aim to be a beacon of excellence and collaboration within the legal profession.
The Cost of Not Learning Financial Advocacy
Lose sleep at night wondering if you're providing your clients with the proper 'standard of care'
Risk being sued if you provide the wrong advice
Worry if you can trust your referral partners in the financial industrial complex
If you decide to pursue a financial certification on your own, struggle through classes and exams without any help
Miss out on the opportunity to better serve your clients, skyrocket your income, and grow your business
The Cost of Joining the Wrong Group
Joining a LinkedIn or Facebook group with no strong leader or facilitator can allow the group to derail. Or if the facilitator isn't experienced, the group may struggle to be effective.
These types of social media groups often don't have any sort of process for vetting members. It's easy to get caught up in new strategies and tools that other members are talking about, without any real proof that they'll work in your practice.
It's easy to lose commitment to social media groups that don't require much financial, mental, or physical investment.
By joining local attorney groups, you run the risk of expending more energy on competing than collaborating.
Many coaching services offer just that - coaching and nothing else. It's all on you to find the resources needed to get things done.
Your Potential with the
Wealth Solutions Network
Position yourself as THE financial expert in your area
Attract a whole new set of clients through the new services you'll be offering
Feel confident that you're providing your clients with the best possible advice and service
Increase your average client value by upselling financial services
Build stronger relationships with clients
We are your "all-in-one" solution for financial education, coaching, practice building, and marketing management.
So, if you feel that something is missing in your practice and want to give your clients the holistic service they deserve, we invite you to join our community of professionals. Together we can create a better financial future for ourselves and our clients.