Courses

Now Accepting Client-Focused Estate Planning Attorneys!

Our coaching program helps committed attorneys like you earn $100k+ of recurring revenue for their firm in under a year. If you're looking to take the stress out of your practice and start spending quality time with you're family again, this program is for you.

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Become a Financial Advocate
Wow your clients with holistic service. Skyrocket your income.

All your hard work and dedication have made you the amazing attorney you are today. You spent years mastering the ins and outs of estate law, but there's one thing missing from your practice.

You're not confident in helping clients with their finances. Maybe you don't have the proper training, or you've tried to partner with financial advisors in the past and things didn't work out. We get it.

The financial industrial complex has failed thousands of people. You've likely heard horror stories from your own clients. Over the past 30 years, there's been a 75% increase in the number of trust and estate malpractice claims.

Instead of avoiding talking finance with your clients, take this opportunity to serve them better than anyone else.

At the Wealth Solutions Network, our mission is to help you achieve more for your clients, earn more for yourself, and still sleep at night knowing everything was done legally and ethically.

We arm our members with the training, mentorship, and resources they need to make the transition from Lawyer to Financial Advocate.

No client of yours will ever have to worry about making the wrong legal, financial, or tax decision ever again.

It's time to build your 5-star estate planning practice.

Why Now?

There is a current increasing need for consumers to receive financial guidance. Our economy is turbulent, with big tax law changes on the horizon. Consumers are going to need trusted financial advocates to help them navigate these changes.

But, there are fewer and fewer people going into the financial service industry. When's the last time you heard a child say they want to be an insurance salesman when they grow up? Or a tax preparer? When these specialists retire and no one replaces them, where will consumers turn to for help?

Many are already turning to YouTubers, social media influencers, automated systems, and other self-education methods for financial advice. They're also turning to LegalZoom and other DIY programs for their legal needs. Consumers aren't getting the type of guidance they need, or the quality of guidance they need, to make informed decisions.

You can provide your clients with something that influencers and automated software can't - personalized, fiduciary-based, financial advocacy.

Right now, estate planning attorneys have the unique opportunity to fill the gap in financial education. And with today's technology, you don't need hundreds of hours of training to serve your clients well.

WSN provides all the tools you need.

Membership Tiers

We provide options for everyone no matter where you are on your journey to Financial Advocacy.

Skillset

$275/month

Learn financial planning principles to implement for clients

  • A community of like minded attorneys dedicated to personal growth and collaboration ($2,500 value)
  • Cross-referral opportunities for legal services ($5,000 value)
  • Monthly print newsletter ($2,500 value)
  • On-demand training sessions on the core principals of financial advocacy ($1,788 value)
  • As needed access to vetted financial solution providers to implement for clients ($5,000 value)
  • Membership recognition and promotion package ($2,500 value)
  • Licensed marketing materials to inform and educate ($5,000 value)
  • On-demand trainings with industry experts to build your understanding of financial planning principals ($997 value)
  • Licensed access to turnkey solutions ($7,200 value)
  • Licensed access to turnkey marketing programs ($25,000 value)
  • Lead generation programs ($5,000 value)
  • Qualification for AdvocateAccess Legal fee compensation program ($2,000 value)
  • Qualification for AdvocateAware Marketing fund program ($25,000 value)
  • Sixty-minute one-on-one on-boarding and coaching sessions ($3,000-$24,000 value)
  • Monthly Open office coaching and training sessions ($25,000 value)

TOTAL ANNUAL VALUE: $101,485

SIGN UP

Toolset

$595/month

All the benefits of Mindset and Skillset Membership, plus...

  • Guidance and direction for licensing and registration ($20,000 value)
  • Complete back-office solution ($10,000 value)
  • Access to insurance providers and asset managers ($10,000 value)

TOTAL ANNUAL VALUE: $190,485

SIGN UP

Leadership

$825/month

All the benefits of Mindset, Skillset and Toolset Membership, plus...

  • Software solutions (Tech Stack) to implement (varied value)
  • Enhanced sales and financial planning training ($12,000 value)
  • Regional Exclusivity and Control Program (incalculable value)

TOTAL ANNUAL VALUE: $200,000+

SIGN UP

Discounted Yearly Payment Options Available!

Don't miss out, book a call to discuss.

The Proof:
I turned a $2,000 estate planning client into a $30,000 (and counting) client simply by helping them reposition assets.

Here's just one example of a recent client experience I've had.

As a financial advocate, I was able to help them...

1. Reposition old 401k assets to an IRA
2. Reposition old IRA funds to a protected growth account
3. Change their 529 contributions to an SDIC

This gave the family much better control of their assets and more flexibility.

By doing all this, they have a much better chance of their money lasting until the day they die (a 95% chance in fact, according to my analysis).

Many attorneys don’t realize how simple it is to get licensed and start providing this much-needed guidance to their clients.

All you have to do is learn the patterns we teach in Wealth Solutions Network.

The Costs of a Stagnant Practice

  1. Lose sleep at night wondering if you're providing your clients with the proper 'standard of care'

  2. Worry if you can trust your referral partners

  3. Miss out on the opportunity to better serve your clients, skyrocket your income, and grow your business

The Costs of Joining the Wrong Group

  1. Joining a LinkedIn or Facebook group with no strong leader or facilitator can cause the group to derail or become ineffective. These types of social media groups often don't have any sort of process for vetting members. It's easy to get caught up in new strategies and tools, without any real proof that they'll work in your practice.

  2. By joining local attorney groups, you run the risk of expending more energy on competing than collaborating.
  3. Many coaching services offer just that - coaching and nothing else. It's all on you to find the resources needed to get things done.

WSN is none of those things. Our mission is to cultivate a vibrant community of legal professionals who share a deep commitment to personal growth, professional excellence, and collaborative synergy in the provision of financial solutions to their clients.

Your Potential with the Wealth Solutions Network

  1. Position yourself as THE financial expert in your area

  2. Attract a whole new set of clients through the new services you'll be offering

  3. Feel confident that you're providing your clients with the best possible advice and service

  4. Increase your average client value by upselling financial services

  5. Build stronger relationships with clients

We are your "all-in-one" solution for financial education, coaching, practice building, and marketing management.

So, if you feel that something is missing in your practice and want to give your clients the holistic service they deserve, we invite you to join our community of professionals.

APPLY NOW

About the Founder:
Greg DuPont JD, CFP

Greg DuPont is a well-respected Estate Planning Attorney, Financial Advisor, speaker and published author with over 30 years of experience providing clients with the legal and financial advice they need. What makes Greg unique is his triple expertise in law, finance, and taxes. Today, he is regarded as a true financial advocate for his clients.

But it wasn't always this way. It took years of training and testing out different practice management, sales, and marketing strategies. Now, Greg is setting out to help other estate planning attorneys attract more high-value clients, better serve those clients, and skyrocket their own income.

By using the resources available through the Wealth Solutions Network, attorneys will be able to significantly grow their practice in a fraction of the time it would otherwise take.​

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