March to a Million

March to a Million

Latest Episodes

Simplifying the Complexity of Indices with Laurence Black (Ep. 13)
December 06, 2023

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)
November 22, 2023

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)
November 08, 2023

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)
October 18, 2023

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)
October 11, 2023

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)
September 27, 2023

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)
September 13, 2023

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)
August 30, 2023

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)
August 16, 2023

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)
August 02, 2023

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