Asking Your Clients This 1 Question Can Add 6 Figures to Your Practice in Under a Year
PREVIEW: Watch the first 10 minutes of the course for FREE
If you’re a law firm owner specializing in estate planning then you need to read EVERY WORD on this page. I’m about to show you a new service that will take your practice to the next level.
This service is GUARANTEED to better client relationships AND 3x your average revenue per client WITHOUT adding to your workload or investing a significant amount of resources.
This is your opportunity to finally THRIVE as a business owner.
It all starts with asking your clients one question: "Have you taken care of your long-term care planning yet?"
Start the CourseI'll unpack this service, and how to start offering it to your clients QUICKLY, LEGALLY, and ETHICALLY in just a second.
But first, let me tell you a quick story about a friend of mine. It might sound familiar to you.
Many years ago, my friend's grandmother was diagnosed with dementia. For the first couple of years, his grandfather took care of her.
Until one day, in the middle of the night, Grandma was standing over Grandpa with a ball pen hammer. She didn't know who he was. She thought someone had broke in and was prepared to defend herself.
Luckily no one was hurt, but the decision was clear. She had to go into a home for her own safety.
The whole family helped pay for the cost as much as they could. But eventually, there was nothing left. A lien was placed on the family home and the whole property went to the state, all 23 acres.
The family legacy - gone. A lifetime of work - gone.
And it all could have been prevented if the family had just planned for this.
How many heartwrenching stories like these have you seen in your own practice?
What are you doing to prevent these things from happening?
Do you send your clients to a financial advisor for help? An insurance salesman?
How much money do you think these advisors are making off of YOUR hard work?
Spoiler alert: it's a lot more than the couple hundred dollars you charge for a will. And they get paid reoccurring revenue EVERY YEAR from AUM.
I've spent time in the belly of the beast. As a Certified Financial Planner and Estate Planning Attorney, I've seen how the financial industrial complex works.
Needless to say, it's not great.
I've watched consumers get swindled time and time again.
The financial industrial complex is all about profit, not about providing clients with what will actually best serve their needs.
Today, I provide holistic solutions to my clients through legal, finance, and tax structures.
My client relationships have strengthened, I'm getting more referrals and reviews than ever, and my business is growing exponentially.
Now, I’m teaching you how to have that same success in a fraction of the time it took me.
With advancements in technology, it's easier, quicker, and cheaper than ever for attorneys across the country to get started providing long-term care solutions to their clients.
Introducing Secure Their Future: Unlocking the Power of Asset-Based Long-Term Care
An immersive online training program teaching attorneys like you how to become a hero to their clients and earn more income for your family in the process.
Specifically, this course will teach you how to protect your clients' life savings from the high costs of healthcare and improve their quality of life while making 6+ figures for YOURSELF. This is all WITHOUT you needing to sacrifice family time.
I hear you asking, "How can I add an entirely new service to my law practice without working overtime?"
Well, you can spend as much or as little time on this as you want and still achieve the same success. Here's how it works:
- Step One is to start the course NOW. This is a first-come, first-served opportunity and current pricing will only be available for this round of students.
- Step Two is to complete the course. I'll teach you everything you need to know to start skyrocketing your income by providing asset-based long-term care solutions to your clients.
- Step Three is to decide what you want to do with your new knowledge. You may choose to outsource or choose to do nearly everything in-house. We'll talk about options throughout the course.
What You Can Achieve Through Asset-Based
Long-Term Care Solutions
- Add six figures to your practice in one year or less
- Set yourself apart from the competition by becoming a 'one-stop-shop' for all things elder law
- Generate more referrals and build stronger client relationships by better serving their needs
- 3x your average client value by upselling clients you already have
- Generate passive income so you have more time to spend with your family and more money to support them
- Become industry famous and well-respected in your region for the 5-star service you provide
Get Testimonials Like These
The Proof:
I turned a $2,000 estate planning client into a $200,000 (and counting) client simply by helping her reposition assets and leverage benefits for long-term care.
Here's just one example of a recent experience I've had with a client, Sarah.
Sarah is a healthy 79-year-old widow whose current net worth totals around $7 million. About $600,000 of that is in an IRA. She hates RMDs and she hates paying the taxes on them. She has two adult children and two grandchildren.
As a financial advocate attorney, I was able to help her...
1. Set up a Roth Conversion Annuity with long-term care enhanced benefits. If she needs long-term care she'll get $2 for every $1 she would otherwise get.
2. Set up two trusts to get her estate value down and to allow her family to live comfortably for a very long time.
3. Started a gifting program to help her children on their financial journey.
By providing these financial solutions, Sarah's legacy is protected. She doesn't have to worry about long-term care ripping away the inheritance she plans to give to her children.
Not only have we bettered her life, by the life of her daughters, sons-in-law, and grandchildren as well.
Oh, and by the way, my firm made $200,000 from this while the client only had to pay $5,000 out of pocket. That's the power of financial advising.
Financial professionals all over the country are making this kind of money on the back of YOUR work and referrals. It's time to cash in for yourself.
It's actually quite simple it is to get licensed and start providing these much-needed solutions to their clients.
All you have to do is learn the patterns and strategies I teach in this course. My team will provide all the back-office support you need.
LIMITED TIME PRICING
Securing Their Future is the second of 12 courses to be released.
With our mindset membership, you can access ALL 12 courses, as they are released monthly, for $897.
Topics include:
Understanding Indexes: The Modern Engine Behind Investing
Unmasking the Hidden Dangers in Your Clients' Life Insurance
Fundamental Marketing Strategies for Attorneys
And More!
OR
You may access Securing Their Future ONLY for $149
Who Should Take This Course...
Our course is great for estate planning attorneys with law firms generating $300,000-$1 million a year.
If you're struggling with these issues...
- My revenue is inconsistent
- My work-life balance is non-existent
- I don't have stable referral sources that I trust
- The competition has an edge that I don't
- I'm tired of under-educated "financial advisors" making money off the back of my work
...And/or have these goals...
- I want to spend more time with my family
- I want to hire more staff, open up additional locations, and scale my business
- I want to set myself apart from the competition
- I want to make a lasting impact on the legal and financial industries
- I want to serve my clients better than anyone else in my area
- I want to create stronger, long-lasting relationships with my clients
...Then this course is great for you
...And Who It Isn't
While we want to help as many attorneys and consumers as possible, our course isn't for everyone. If you're a lawyer who just passed the bar and is just starting out, we encourage you to work on establishing your own practice before reaching out to us.
Our course also isn't for those that aren't in a decision-making role at their firm. If you're an associate attorney or paralegal, we encourage you to share this page with the managing partner(s) of your firm.
Lastly, we aren't looking for lawyers who are willing to stay stagnant in their careers. We are only looking for highly-motivated goal-oriented professionals who are committed to providing the best possible service to their clients.
What You Get with This Course
Securing Their Future is an action-packed course that teaches attorneys how to better serve their clients' long-term care needs and earn more for themselves, all without working extra hours.
For the special price of $149, you'll get access to four 30-minute modules that teach you how to recognize problems and opportunities in your current client base.
You'll also receive the full transcript of each module to reference at your leisure.
BONUS 1: Protecting Your Future with Tax-Free Long-Term Care eBook
As a bonus for purchasing the course, you'll receive a digital copy of my book that you can use to facilitate long-term care conversations with your clients.
BONUS 2: Detailed Notes Packet
Don't have time to watch the full course? No problem! You'll receive a detailed notes packet written by long-term care expert Jeff Sather featuring all the important points covered in the course (and some things we didn't cover).
BONUS 3: Free Coaching Session
Upon completion of the course, you'll have the opportunity to schedule a free coaching session with me, Greg DuPont. This meeting is all about you - your questions, your concerns, and your goals. I'll help you get started on your financial advocacy journey.
BONUS 4: Complimentary Copy of Our Print Newsletter
Normally only available to our coaching group members, you'll receive a free copy of our print newsletter, Advocate's Odyssey: The premier newsletter for enhancing your business, your quality of life, and your client's financial outcomes.
Presented by Greg DuPont, CFP®, JD
Greg DuPont is a well-respected Estate Planning Attorney and Financial Advisor, with 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.
EDUCATION
- Juris Doctorate – Capital University College of Law, 1992
- Bachelor of Science in Business Administration – The Ohio State University, 1989
- Certified Financial Planner
PROFESSIONAL ORGANIZATIONS & MEMBERSHIPS
- Columbus Bar Association
- Ohio State Bar Association
- American Bar Association
- Wealth Counsel
- Elder Counsel
- Society of Financial Service Professionals
- SMART Advisor Network
PUBLICATIONS
- Host of the March to a Million Podcast
- Author of the book Protecting Your Future with Tax-Free Long-Term Care
- Contributing author for The Recipe for Success with Jack Canfield
FAQs
How much does it cost?
How much time will it take to get licensed?
What if this doesn't work for my firm?
Join My March to a Million.
Become a hero to your clients, your family, and yourself. Start the course today and take the first step towards becoming a financial advocate.