March to a Million

March to a Million


Latest Episodes

The Hidden Dangers & Benefits of Life Insurance Policies with David Kottler, J.D., C.A.P. (Ep. 17)
January 31, 2024

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)
January 17, 2024

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)
December 27, 2023

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)
December 20, 2023

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)
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