What happens when business owners overlook the vital details of their buy-sell agreements? In this episode, Greg DuPont sits down with David Foster, Director of Advanced Planning for Simplicity Group,

Are you controlling your time, or is time controlling you? Time is the ultimate resource, yet many of us feel it slipping through our fingers. Discover how to seize control and make every minute count

Trust is the cornerstone of successful client relationships, especially in the legal and financial sectors. How can professionals build trust quickly and effectively? What are the common pitfalls in t

Required Minimum Distributions (RMDs) are a crucial and essential aspect of retirement planning, yet how they work is an often misunderstood concept. How do RMDs impact your financial strategy, and wh

Estate planning is evolving and Wealth Solutions Network (WSN) 2.0 is at the forefront of this transformation. With these changes underway, how can estate planning attorneys enhance their practice and

Estate planning is evolving, and attorneys are finding new ways to provide comprehensive solutions to their clients. How can estate planning attorneys offer more value and build long-term relationship

Taking time off is crucial for personal and professional growth, but many entrepreneurs struggle to unplug. How can you prepare your business to thrive without you? What benefits can you gain from tru

Incorporating financial services into a law practice can be a game-changer for attorneys seeking to add value and diversify their offerings. How can attorneys seamlessly integrate financial services i

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 colle

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 Citade