March to a Million

Latest Episodes
Simplifying the Complexity of Indices with Laurence Black (Ep. 13)
Choosing the right index for your investment goals can be a daunting task, especially when there are millions of options available. How do you know which one is best suited for your risk tolerance, ti
How to Be a Financial Advocate for Your Clients with Mike Ringel (Ep. 12)
Financial planning is not just about numbers and calculations. It is also about understanding your clients values, goals, and dreams so that you can assist them in achieving them through sound financ
The Role of Influence in The Mindset Pillar of Financial Advocacy (Ep. 11)
Switching the mindset from selling to influencing is a game-changer. The top advisors in the financial industry dont sell they let people come in pre-sold. This approach helps build trust and, eve
The Membership Levels of the Wealth Solutions Network (Ep. 10)
You may have heard about the advantages that estate planning attorneys can gain by becoming a part of the Wealth Solutions Network through our podcasts. However, you may be curious about how to parti
The Fifth Pillar of Financial Advocacy: Wealth Transfer (Ep. 9)
Safeguarding assets and ensuring their seamless transition to future generations has never been more crucial. That is where the role played by estate planning attorneys becomes more important than ev
The Fourth Pillar of Financial Advocacy: Wealth Accumulation (Ep. 8)
Embarking on the journey towards financial security and prosperity requires more than simply making decisions. It also requires strategies to multiply and maximize wealth. In this episode, Greg DuPont
Are Attorneys Missing Out on a Valuable Opportunity with Long-Term Care? with Jeff Sather (Ep. 7)
If you have not allocated something for long term care needs in the future, youve allocated everything you own to long term care needs in the future. For attorneys, this is an area worth paying full
The Third Pillar of Financial Advocacy: Wealth Enhancement (Ep. 6)
The concept of wealth enhancement goes beyond accumulation. Its about having the mindset of empowerment and protecting wealth to achieve personal goals. What are the essential factors to consider wh
The Financial Advocacy Mindset for Legal Professionals with Ben Glass (Ep. 5)
Being a legal professional requires more than just legal knowledge. It also requires empathy, understanding, and the ability to make a positive impact on clients lives. Whats the mindset we must fol
The Second Pillar of Financial Advocacy: Wealth Preservation (Ep. 4)
In an era where it has become more complicated to save for our future and maintain our lifestyles, it becomes vital for attorneys to explore various perspectives and learn strategies to navigate their