March to a Million
Latest Episodes
The Hidden Dangers & Benefits of Life Insurance Policies with David Kottler, J.D., C.A.P. (Ep. 17)
Life insurance is more than just a way to protect your loved ones in case of your death. It has the potential to be a powerful tool to enhance your wealth, optimize your taxes, and secure your financi
The Success of WSN’s Founder’s Club (Ep. 16)
The journey of professional growth and collaboration is always a cause for celebration. Today, we take a moment to acknowledge the significant milestone achieved by the Wealth Solutions Network (WSN)
The Biggest Highlights from the March to a Million Podcast (Ep. 15)
Over the last 14 episodes of the March to a Million podcast, we have shared a significant amount of valuable information about the Wealth Solutions Network and how attorneys can play a vital role in t
A Guide to Marketing and Building Long-Term Relationships for Attorneys with Charley Mann (Ep. 14)
One of the most important skills for any professional is effective communication with clients and prospects. This is especially true for estate planning attorneys, who deal with complex and sensitive
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