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.
WARNING: LIMITED SPOTS AVAILABLE! 2024 CLASS WILL FILL UP FAST!
Book your free exploratory call below before your spot is taken by a competitor.APPLY NOW
We provide options for everyone no matter where you are on your journey to Financial Advocacy.
Keep in mind, the special pricing below is ONLY available for our 2024 members.
And, if you apply now, we'll GUARANTEE to lock-in your membership rate for at least 3 YEARS, as long as you stay a member.
Monthly payment options are available.
Monthly Payment Options are Available!
We don't want you to miss out, book a call to discuss.
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 I teach in this course.
Not ready to commit to a membership yet? No problem! Our individual courses are perfect for attorneys wanting to learn more and for those wanting to assess if Financial Advocacy is right for them.
This Course Will Help You Add 6+ Figures of Recurring Revenue to Your Law Practice Stress-Free
The 6 Pillars of Financial Advocacy is an action-packed course that teaches attorneys how to better serve their clients' financial needs and earn more for themselves, all without working extra hours. In six modules, Greg DuPont will teach you how to become a hero to your clients, improve your quality of life, and transform your financial future. Each one of the six pillars we'll talk about has the potential to add six figures, or more, to your practice.
Transform Lives & Stand Out from the Competition by Learning These New LTC Strategies
Secure Their Future: Unlocking the Power of Asset-Based Long-Term Care is a course that teaches you how to help your clients prepare for the high cost of healthcare, protect their lifesavings, and make 6+ figures of income for yourself in the process.
Learn How to Add $100k to Your Law Practice Simply by Asking Your Clients the Right Questions
Unmasking The Dangers in Your Clients' Life Insurance is an insightful course designed to help you gain a clear understanding of your client's financial situation, and how to help them.Led by industry experts, this course dives deep into the fine print to reveal potential pitfalls that may be lurking in your client's coverage.Solve their problems and watch the referrals roll in effortlessly. When implemented correctly, the strategies explained in this course are GUARANTEED to add 6 figures, or more, to your practice.
Learn How to Triple Your Marketing ROI Without Spending a Dime on Advertising
Uncover the secrets behind utilizing your CURRENT client base to generate MORE income.Fundamental Marketing Strategies for Attorneys is a course that teaches you to work smarter, not harder. Uncover the three essential pieces of a marketing formula, how to effectively nurture current leads so you DON'T have to go looking for new ones, and master our Smart Seminar Framework so you only attract clients you WANT to work with.
3x Your Average Client Value by Breaking Free From Financial Advisor Referrals
Investment Mastery for Estate Planners: Understanding Client Psychology & Expectations.In this course, learn how to become a hero to your clients by protecting their investments against market risk AND teaching them how to properly use investments to support their dream lifestyle.
New Courses Released Monthly!
Topics to come: Debt Elimination, Tax Reduction, and More!
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. We aspire to provide a supportive and ethical environment where attorneys from diverse backgrounds and practice areas come together to:
Foster Personal Growth
Promote Mentorship and Support
Advance Continuing Education
Nurture Networking Opportunities
Maintain Ethical Standards
Engage in Community Service
Our community thrives through both online and in-person interactions, fostering a sense of belonging and collaboration in an ever-evolving legal landscape. Together, we are committed to the shared values that drive our mission, and we aim to be a beacon of excellence and collaboration within the legal profession.