Life Beyond the Briefs
At Life Beyond the Briefs we help lawyers like you become less busy, make more money, and spend more time doing what they want instead of what they have to. Brian brings you guests from all walks of life are living a life of their own design and are ready to share actionable tips for how you can begin to live your own dream life.
Life Beyond the Briefs
The $50,000 Estate Plan: How Greg DuPont Triples Client Value with One Smart Addition
Most estate planning attorneys focus on drafting documents—but what if your practice could offer more? In this episode of Life Beyond the Briefs, host Brian Glass sits down with Greg DuPont, an estate planning lawyer and financial advisor, to discuss how integrating financial services into estate planning can significantly increase client value and long-term relationships.
Greg shares his journey from traditional estate planning to a holistic approach that combines legal, financial, insurance, and tax strategies—turning a simple will into a $50,000 client relationship. He explains how prepaid legal plans, strategic client conversations, and a relationship-based practice model can help attorneys grow their firms without increasing their workload.
This episode covers:
✅ Why specialization alone isn’t enough in today’s legal landscape
✅ How estate planners can apply financial wisdom to better serve clients
✅ The power of prepaid legal plans to create a steady stream of engaged clients
✅ How Greg’s Wealth Solutions Network (WSN) helps attorneys integrate financial planning into their practice
✅ His March to a Million initiative—positively impacting a million families by 2030
If you’re looking to evolve your estate planning practice, build deeper client trust, and increase revenue without adding more billable hours, this episode is for you.
Connect with Greg DuPont:
🌐 www.wealthsolutionsgroup.biz
🔗 LinkedIn - Gregory DuPont
📧 greg@dandblaw.com
Listen now and discover how to transform your legal practice!
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Brian Glass is a nationally recognized personal injury lawyer in Fairfax, Virginia. He is passionate about living a life of his own design and looking for answers to solutions outside of the legal field. This podcast is his effort to share that passion with others.
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The average case value for one of my clients that came through the WSN process is about $50,000 through the additive services. That's positive. So if we talk about the legal plan people they're paying. You know, by the time we're done with them they're called a $1,000 case and then one out of 10 of them comes back for these ancillary services for a $50,000 pop. So that's $60,000 over those 10 cases.
Speaker 2:What's up, my friends, and welcome back to Life Beyond the Briefs, the podcast for lawyers who refuse to be trapped in the billable hour grind and are building a practice in life on their terms. Most estate planning lawyers draft a will, shake hands and move on. But Greg DuPont he's turning a simple estate plan into a $50,000 client relationship. Here's the thing. Most lawyers are stuck thinking transactionally file the paperwork, collect the fee, repeat. But Greg saw a bigger opportunity. But Greg saw a bigger opportunity integrating financial advisory into estate planning. Not only does this give clients better protection, but it also builds deeper trust and creates lifelong relationships instead of one-time transactions. In this episode, greg breaks down why specialization alone won't cut it anymore and how the real value comes from applying wisdom across multiple disciplines. He shares exactly how lawyers can seamlessly integrate financial solutions into their practice, leverage prepaid legal plans and grow their revenue without adding more work hours. And get this. Greg isn't just doing this for his firm. He's on a mission to impact a million families with his strategy.
Speaker 2:If you're tired of one and done client relationships and want to turn your legal expertise into a long-term, high value service, you need to hear this one. Let's dive in. Well, everybody. Welcome back to Life Beyond the Briefs, the number one podcast for lawyers choosing to live lives of their own design. Today's guest is my friend, greg DuPont. Greg wears many, many hats Greg is a lawyer, he's a financial advisor, he owns several businesses and he hosts the March to a Million podcast, where he lives out his own personal life vision of impacting a million lives. Greg, welcome to the show.
Speaker 1:Hey Brian, Thanks for having me here. I've been looking forward to our conversation.
Speaker 2:Greg is an owner of DuPont and Blumenstiel in Columbus, Ohio. By trade he's an estate planning lawyer. But, Greg, why don't you kind of introduce us to your multiple businesses and talk about how they're symbiotic or not with each other?
Speaker 1:Yeah, so nominally I'm a partner in DuPont and Blumen, still here in Columbus actually Dublin, but the greater Columbus area and I, my path was one that, as you may appreciate, brian it was. I was not somebody that was straight as an arrow into law school and wanted to be a litigator and all that kind of stuff. I I started out in architecture and mechanical engineering all those kinds of fun things before settling into law school eventually, and then I hung up a shingle to do estate planning, business planning, tax planning, those kind of things. And after about 15 years of building my own business that way, I'd had enough of what I'd seen as a deficiency in the model where estate planning lawyers tended to rely upon financial advisors and the communication between the different disciplines broke down. And as I kind of had my epiphany moment when I was sitting there in a deposition for a trust contest case in Arizona and realized that at that time there were four attorneys there and I was at 395, the cheapest of the lot, it was all because this family had been let down by those different disciplines.
Speaker 1:Ultimately, the family lost a million bucks because the estate planning attorney, their tax guy, their investment guy, their insurance guy all looked at the family as a transaction and not as a relationship.
Speaker 1:And so at that point in time I started noodling at that and figured out, wait, how can I fix this so it doesn't happen to my clients? And I decided what I was going to do is I was going to join them. Can't beat them, join them. So at that point in time I took a sabbatical from my law practice for about three years, learned some of the disciplines of the financial advisory world from the inside and realized why I had so many bad cups of coffee with people from that business during those first 15 years of my practice. And from that point forward I have developed my own independent registered investment advisory firm, the law firm, obviously, an insurance firm, a tax firm and now WSN, which is my method to support my March to a Million by training other attorneys and giving them the back office support so they can do what I did by bringing holistic planning to their clients from their own law practice as a bolt onto that law practice, instead of investing the 20 years that I have.
Speaker 2:As you look at what you have now law firm financial advisory. I heard you say tax practice. Is there anything that's missing from the financial picture that you are looking to add?
Speaker 1:No, no, there's nothing that comes my way from a consumer that I deal with for their whole holistic legal and financial world that we don't have the tools to deal with. It hasn't always been that way, but over the course of years we've gotten there.
Speaker 2:This is, I think, the great frustration of so many professionals who are high earners is like you get different advice coming from different directions and it often has to do with what the incentive of the person giving the advice is. Right. State planner has one piece of advice. Your CPA, whose job is to protect the government, really has another piece of advice. Your tax planner or tax strategist has a different set of things that sometimes are like tied to commissions that they're earning on the advice that they're giving. But I see a lot of parallels in that and in the law firm firm marketing space. Right, you have your SEOs and your PPC and your LSA people and then your direct mail people. I don't think there's anybody who's really brokering maybe some CFO, cmo people Brokering and bringing together all of those things as a holistic marketing plan.
Speaker 1:Yeah, yeah.
Speaker 2:And so as you, as you sit down with people for the first time, what is your process kind of for figuring out? What do you need? Because not everybody needs the CPA and the tax strategist, some people just need a will and trust and and a very simple thing. So so kind of walk me through the process of figuring out. Okay, where are you in the financial wealth building journey?
Speaker 1:Well, so first let's talk about what you just touched on there the sometimes overt, sometimes not so overt inertia towards a certain solution. You know this has been the byproduct of the move to specialization over the last several decades, and I contend now that where we are with as you talk about on the show all the time, you know growth, like with CHAT-GPT and all of the horsepower we have out there, the specialization is now no longer the secret weapon. It's the ability to apply wisdom to these disciplines, to the situation in front of you. And so that's where we as attorneys are uniquely qualified to apply multimodal thinking towards a problem and a solution, thinking towards a problem and a solution. So when I'm sitting there with a client, a business person, I know I've got a full tool chest of different things that could apply to their situation, and so then becomes more what is the problem that they want to solve?
Speaker 1:At this point in time, if you take it to the simple level of a young family with coming in to see about wills, are they really coming in to see about wills? Are they really coming in to see about wills and trusts, or are they really coming in to see about making sure that their kids are taken care of? Should they pass away early? Okay, so if that's the problem we're trying to solve, we have different tools to solve that problem and if we put them together then we have the better solution. You know, is the attorney really doing the right thing for the client if they come in here because they're really concerned that their kid's going to be left behind and they let them walk out the door realizing that the only thing they have in the way of an estate for that kid is, you know, a $50,000 accidental death and dismemberment policy, where, you know, if you ask a few more questions about that, you can help the client out more by having them realize that, okay, we can get some life insurance that's a lot cheaper than we think it is and really take care of the problem for now and then build a relationship off of that. So it's all in how you define the problem, and that's what we as attorneys are built to do to find the problem, and that's what we as attorneys are built to do. Estate planning attorneys, unfortunately, have been coached to put a wall between themselves and some of the solutions that really are necessary for the clients Instead, defer that out to somebody else and, as you know, work with clients as you have. They frequently just don't follow up and do anything.
Speaker 2:I mean, how many people have you created a trust for that? It never gets funded. You know and this is I'm so glad that you said the thing about, as Guy Sakalakis would say, like doing the thing the bots can't do, right, so you can go and you can get a trust and will, diy, will or, I forget, legal zoom or the one, the predecessor to that but you, the thing is that you don't know. What you don't know and that's the attorney's role is to look at the thing holistically and say, no, you like, you need a life insurance plan over here, or you have some, maybe this tax issue over there, and, and these things solve for that.
Speaker 2:The challenge is, you know, people don't trust us to begin with, and then they come in because usually in time of need like, most people aren't planning their estates because they're totally healthy and 40, which is when you should be doing it Most people are coming to you probably in time of crisis or time of need, or time of transition, and then you're talking about selling them something that they haven't even been thinking about. Right, and so there must be a ton of work that you put into building trust and building rapport along your client journey. So what are you doing to help build that and differentiate yourself from the law firms that show up at the top of the SEO rankings and who are getting those emergency calls?
Speaker 1:It's interesting. As you're posing that question, my mind is drifting back to an interview I had with your father years ago when I first joined GLM, and he was saying something to the effect of what really makes me interested in your practice is the two-step sale that's involved. First you have to convince the person that they need the service. Then you have to convince them that you're the right solution for the service and, as you described it, it's actually now potentially a three-step sale. But, as you know from any study of sales and marketing, that once you get the first sale, then the second and third ones become easier, as long as you've got the right method and manner in trying to resolve the problem. And that method and manner comes from you know, with from a I hate to say it this way, but it's the only word I can think of coming from a servant position that you know you're literally looking out for their best interest, that you're literally looking out for their best interest. Once they can understand that when they approach you to deal with an estate planning issue, that it is in their best interest to take care of that problem, then you are the right person, because they feel that connection with you as the right person and then any other things that come from that, you know, just kind of flow, and so it's never a situation where you have to push upon somebody.
Speaker 1:If you've done it the right way, it's we and this is what we train in WSN is that, you know, we position ourselves as the expert.
Speaker 1:We have the ability to have the human connection and conversation that the bots can't do, asking a few more deeper questions which, through that process, you build that relationship. It may not be a timing that is now the right time to do anything, but it starts that relationship. That is now the right time to do anything, but it starts that relationship. And then, layering upon that many of the tools that I've learned through my exposure in my membership in GLM and such the newsletter and all that kind of stuff, just building that tribe and continuing to serve that tribe. Every year now I get a handful of people that come back that did an estate 15, 20 years ago and now they're getting ready to retire and we've nurtured that relationship for 15, 20 years and now we're upgrading their estate plan, we're moving their assets around so that they have a more tax-efficient retirement, those kind of things, and so it all comes naturally as a byproduct of not forcing anything throughout the process.
Speaker 2:I'm glad that you brought it back to the newsletter because it saves me from teeing up a question about the newsletter. But what have you found is the typical tale or the client journey to get to you, and how long is it usually from the day that they first are looking for a lawyer to when they execute whatever the thing is right? And so I'll tell you in the car crash space. It's fast, it's unbelievably fast. Somebody will call us, um, get on the phone with one of our intake team. Honestly, they're usually not even talking to a lawyer, not because we don't want them to, but because they're not even asking, and they'll look at the DocuSign thing for like 37 seconds and click and sign. I'm shocked with how people make decisions in our space, but that's because we're relieving the immediate pressure of the insurance company's calling and I don't know how to get medical care and all of that. Estate planning is, I suspect, different because you're not in most cases, immediately solving the problem. So how long are most of your clients taking to make a decision?
Speaker 1:See, I've actually got I'll call it three different feeders with my estate planning group. One group is people that come to us from employer-sponsored legal plans and so they come through. They're pre-committed to get this done because it's us or LegalZoom and they much prefer our service and LegalZoom. So those people, they are over and done within a matter of a couple, three weeks typically. They come in and we have an intake process and before you know it they're with the attorneys and documents done and they're done, Starting the client relationship and the client journey.
Speaker 1:And then you know, we have the people that come to us that are, you know, referrals that need a little bit of coaxing to make the time is right, and all that, but still more or less predisposed to taking action at this point in time. Something's happened in their world where they're ready to act. And then the third column is people more like the ones that you're describing there, People that maybe have gone to a seminar of mine or somehow are not quite motivated yet to do it, and those ones take a little bit more time to have them unpack their concerns and move from the level of kind of a nagging concern to a problem that they want to fix at this point in.
Speaker 2:So my first out-of-law-school job. I worked for a general practitioner. We had that prepaid legal plan and we would do a little bit of everything under that plan. Are you only doing the estate package in the prepaid legal or were you, I don't know? Are you obligated to do other practice areas or do a consult for somebody who has maybe a consumer problem?
Speaker 1:So we have been obligated to do that, and we've been able to pull back over times as we've been with them for so long.
Speaker 2:But that has been one of the preconditions and that's where the litigation arm of the firm fits in with us to be able to handle some of those situations plans, because it gives you you know it's effectively free service, right for somebody who's coming in and probably a basic will, maybe a very basic medical directive, something like that. But then it puts those people into your, into your software and into your system and you get to email those people or send them, send a mail once a month for the rest of their life. So what, what an amazing client and you're paid for it. What an amazing client acquisition strategy in the world of LSAs and PPC and give some more money to Zuckerberg. That's incredible. Do you find, like, if I wanted to start an estate planning practice tomorrow, is that opportunity available in my area to everybody? Or is there like a waiting list or like, how does it work getting involved with one of those firms?
Speaker 1:It does depend upon your area and having some gravitas, as it were, not not, not significant. You can't. Uh, they, they like, like Google, they look down upon virtual offices type of thing, Right, Uh, if you, but if you've been around a little bit, uh then, and if there's a space available in your neighborhood, then you can get onto it. That's one of the things I coach people in WSN. If they don't have that already, let's do that, and I've not had anybody had any issues getting signed in their neighborhood.
Speaker 1:I found those out 20-odd years ago. I was pondering how difficult it was to get estate planning clients and then I started recognizing this pattern and all of the major employers in my neck of the woods, the big employers they offer this employee benefit and so, yeah, you've got most of the professional class having some form of this benefit, and you know so. If you're marketing outside of that world, you're fighting a fight you can't win. Have you tracked back to look at lifetime value of your subscription into that plan? No-transcript while ago, but still just a very small part of it is from outside of legal plans.
Speaker 2:Yeah, and you know what? What the firm that I did, that I worked for, did wrong with that is viewed those people as a burden because they were coming in for free legal services, right, yes, yes, you were paid, I think, a monthly subscription from the legal plan. But those people as a burden because they were coming in for free legal services, right, yes, yes, you were paid, I think, a monthly subscription from the legal plan. But those people were coming in as a quote free service, right. And if you couldn't upsell them to something that was outside of the plan, you were losing money.
Speaker 2:But what I think you have done an exceptional job of is view that as a starter plan, right. And now you're in my world and I can keep marketing to you and keep talking to you month after month after month and show you why you might need. You know, maybe it wasn't right for you at the time, but why you might need an insurance product or a more complicated estate plan or to move some assets around. So what have you found to be the most effective way to continue to communicate with your herd?
Speaker 1:I didn't believe it when I started it, but to this day it's still the print newsletter.
Speaker 2:In a world where everybody gets 110 emails a day, yeah, yeah, yeah.
Speaker 1:It's routine for people to come in and make some passing reference to the newsletter, some article or what they read in there about my life or what have you, and that seems so counterintuitive in this world.
Speaker 1:But I was talking to a good friend of mine that's like us, we're marketing nerds as well as whatever our profession is, and he's contending that with all of the changes with the chat, gpt and all that kind of good stuff, you know we're now moving into an era where the only effective means of advertising growth is the good old fashioned, you know communication with your tribe in a way that's not through any filters and referrals and building that all up. And you know that's. Those are the core principles that we start out with with GLM and we put all the, put all the fancy pieces around that, but that's that core holds true. Going forward and that's kind of the the. The central thesis of of WSN in my effort to positively impact a million families is by building that tribe out and having them build their tribes out. That's where I ultimately get to my million.
Speaker 2:I got to tell you how happy this episode and the mention of filters around email marketing is going to make Ben, who recently suggested that we should start marketing GLM by sending more faxes, because there's no unsubscribe button on the faxes. But you know, I'm starting to see as I open emails now, at the very top in my Outlook it says this came from an email list. Do you want to unsubscribe for it? And I saw it in Dan Kennedy's most recent monthly mailer. He was talking about how there are AI products out there. Now that will just begin taking all that effort that we've put into the email newsletter and summarizing your newsletter and feeding the recipient only the summary, and so nobody's doing that with your mail, though, and so figuring out where the blue ocean that everybody else is not swimming in is really impactful, All right. So let's talk about WSN. So Wealth Solutions Network is your. How would you describe it? It's a community of estate planning lawyers.
Speaker 1:Community of financially minded lawyers that look at themselves as a fiduciary advocate for their clients, so people that have accepted the notion that we as attorneys have to no longer delegate our responsibility for some of the financial and tax technical aspects of estate planning that all too often are being done by the other disciplines, but rather we stand at the position of being the only discipline that actually can combine all those things and provide that solution to the client. And so if we're doing all the combining of it, doesn't it make sense that we reap some of the financial reward of that, as opposed to being merely scriveners, which is what the other disciplines have rendered us?
Speaker 2:What a great word. What a great description of what happened, Because you're right. What a great description of what happened Because you're right. People hear that they should have a Wyoming trust or a Delaware statutory trust so I can hide all my assets. And so they come to you and they say I want that thing. And you go, listen, I don't even know if you should have that thing, but they've heard it from some advisor somewhere who doesn't actually create the thing. And then they tell you this is, this is what I want. And so what are kind of the core principles that you're teaching in WSN?
Speaker 1:The number one principle that we're teaching is you do not need to know all the answers, you know. That's what. That's what blocks us as attorneys as Colby fact finder follow-throughs primarily right. That's what blocks us from success is our need to feel that we have to know all the answers.
Speaker 1:Wsn through myself and my network and my team, we can provide all the answers. What the attorneys need to know is that there are answers and that they need to ask questions and to uncover the need and then schedule, you know, a non-confrontational call with the expert to be able to see if there's something that we want to go forward with. And then, as that network continues to build, more and more experts build and we have more and more tools available at the same time build and we have more and more tools available at the same time. So that's what we really need to do as estate planning lawyers is kind of take a step back, allow ourselves to be more of the strategic generalist, because we know enough about tax, we know enough about the insurance stuff and all those kind of things that we can do the 80%, and then the other 20 comes in from the experts that are part of WSM.
Speaker 2:It says who, not how, who, not how. Yeah right, because as you were initially describing lawyer, as you know, holistic, quarterback or general I was thinking, well, that sounds like a lot more work, but what you've described here is no. You just you need to know kind of where the traps are and then who can help solve for the, the client's trap. Are you teaching how to, how to market and herd maintenance and, and all of that to your members?
Speaker 1:you know, um, that's one of the things I that I've wrestled with uh, how much training to do, uh, and how to do that and know. And so, as we've kind of wrapped up our first full year of WSN, part of my learning taking away and reflecting on that is I need to simplify things. Yeah, for the attorneys. Yeah, because they you know, I've had too many qualified, good people that came in and I'm sure you've seen this with with your experience in GLM people that really have some talent, really could do something, but they became overwhelmed and don't do anything. And next thing, you know, they've, they've gone on, gone on where they really could have made a difference in their own world. So when I started my, my deliberate decision was I didn't want to get into the marketing stuff because there are other people that do that better. But I've also seen the need that people have to have lead flow. So as I move into what I call WSN 2.0, we're now doing more done-for-you marketing for the members to see how that all works for us.
Speaker 2:Done-for Interesting. Yeah, that's the. The challenge of running the membership organization is that you know you can create so much collateral and we have 18, 19, 20 years of stuff in Grayling marketing and we, um, for a long time just gave it to you when you signed up, like here's everything, like figure it out. But really people need a pathway. Whether they want to admit it or not. They need here's what to do first and here's next and here's the third thing. But the challenge is that people come in at all different stages.
Speaker 2:Right, you might have started your law firm or your estate planning practice four months ago, or you might have a practice that's been in place for 10 years and you're trying to figure out how do I do less of the legal work and more of the strategy work and hire somebody else to come and do it, and so it almost, like the one-to-many kind of teaching, almost has to collapse back to individualized coaching at some point, because you just have no idea where people are coming into your system. But comes back to like how can you keep making it simpler, not only for your customers but for you? Right, because the more it's often like, we think as business owners that we need to offer more stuff and it's usually like that's not it. It's like you should make it better, make it better, um, advertise more against it and then, after you're doing and everything's converting well for those, like now we can try to add more stuff. But actually you, you probably should peel back and do less. So the done for you marketing that you're doing. What does that look like?
Speaker 1:So we're going to have webinars across the country that are state planning from what I call the integrated perspective on that and that's going to be primary on that. And then we've done some point of sale things so that it's an easier conversation for the attorney to have with the client, guiding them through that a little bit more than we had in the past.
Speaker 2:And this space is more and more and more crowded how to grow your law firm. Every time I open LinkedIn, Greg, there is somebody else who is hosting an event or who is launching a course. So how have you differentiated WSN from everybody else?
Speaker 1:differentiated WSN from everybody else. That's a great question and I'm not sure we've done a good job of that. We've done a good enough job for ourselves with our capacity, but when I think of scale and where I want this to grow to, we have not gotten there yet. But we do come from the perspective that when I started this, nobody else did, and I now know of one or two other kind of one-offs that are approaching attorneys this way, but most of them are coming from the investment perspective, because that's the sexy perspective. Nobody wants to be an insurance salesman, I get it, but that's the better fit for attorneys. So there are people out there that are coming from the other way, but we have a fairly compelling proposition that we can 3X the value of your clients just by adding a few more questions and bolting this onto your practice, and it's going to cost you less than $10,000 a year to do this, and so that's a fairly compelling proposition that we can make to people, as opposed to a coaching ad nauseum.
Speaker 1:I had a sales guy from one of the many vendors out there, but he made a very good point to me because they were selling a turnkey. It was actually a probate system. He's like. You know, there are all these salesmen out there that are trying to teach attorneys how to be marketers. Instead of telling them here's the system and running the system for them. It's like okay, and so you know? So that's kind of what we've got, in the sense that I contend that any estate planning attorney that follows our process and asks a few more questions has a decent case flow. Call it, one out of ten of the people they offer the services to will say yeah, I'd love to do that, and by following that, they can easily add six figures to the bottom line.
Speaker 2:Well, and if you've been doing this long enough, you have a huge portfolio of past clients that you can just immediately dive back into. And you could even you know, if you wanted to, you could outsource that phone call to effectively to a sales rep or to somebody who can prospect for you. But I'm really curious about what's the 3X of value, what is the product that you're tagging on that's allowing you to do that?
Speaker 1:Yeah, so the average case value for one of my clients that came through the WSN process is about $50, grand through the additive services.
Speaker 2:Just pause on that, right. So Trust and Will is selling a Will package for $199. And your average estate planning client has a transactional or lifetime value of $50,000. And is that before the insurance product, it's after, it's after, it's after? Okay, so, but before it would be somewhere 10 to 15. Yeah, yeah, and then three, and then add on a three X.
Speaker 1:Okay. So if we talk about the, the legal plan, people right, they're paying. You know, by the time we're done with with them they're called a case and then one out of 10 of them comes back for these ancillary services for a $50,000 pop. So that's $60,000 over those 10 cases.
Speaker 2:Okay, and what's the product or the service that you're adding, that's giving you that order? Bump would be the word in the marketing world.
Speaker 1:Border bump would be the word in the marketing world. A insurance solution, if it's a fixed index, annuity, which many people, once they understand what it does for them, especially people that are nearing retirement or are in retirement, you tell them what the benefits are, they want it. So those type of tools, a permanent life insurance policy, those kind of tools, those all have that type of cost structure because the insurance world has built those products to be very generous, because it's necessary to be out there with high marketing costs for the agents to be able to see enough people to sell enough products. So we're able to kind of turn the tables on the insurance industry because we don't need to have the cost of acquisition. We just kind of passively well, not passively, but deliberately, but professionally offer this to people throughout the course of their normal interaction with us.
Speaker 2:Amazing, all right let's talk about your March to a Million podcast. Offer this to people throughout the course of their normal interaction with us Amazing. All right, let's talk about your March to a Million podcast. I'm so happy that you figured out how to scale this, because I remember the first and I've been hearing about this from you for probably 10 years but the first couple of times you were tracking on an Excel sheet the people that you had talked to, and you figured out now that there are ways to attach a megaphone and deal with more than one-on-one. So, march to a Million, tell people what that is.
Speaker 1:So a little less than 10 years ago, but it seems like it. Yeah, I made a commitment. I'd reached kind of a position in my practice, in my professional life, where things were going well. I didn't really have any worries, but I didn't want to stop growing. I was doing some leadership exercises with the coaching group I was in and it came to me that what I wanted to do was I made a commitment to positively impact one million families between that date and the date that I would normally be quote, unquote, a retirement date, which is when I turned 65 on September 30, 2030, that I was going to positively impact a million families and I've quantified that by also saving $2 billion from unnecessary taxes and loss and risk.
Speaker 1:And so, yeah, back when I was tracking the spreadsheet, as anybody I contacted, they were counted as one, so that was adding up too quickly. So now I've made it very difficult on myself. It has to be more of a direct connection. Somebody's actually come to a seminar or seen me in the office, seen my team in the office, which means I have to expand the team and expand that. So the numbers aren't climbing as high as they once were, but the way I'm building this out. I expect to get my last 100,000 in the last 12 months.
Speaker 2:In the last 12 months of the countdown to turning 65? Yeah, amazing, amazing. And I would challenge you on that, greg, because I don't think that it has to be a one-to-one interaction. My suggestion was well, now you've got the podcast, so now the interaction. My suggestion was well, now you've got the podcast and other numbers, I'll actually be going faster, because anybody who's at your webinar is not a one-to-one interaction and I think you get some, depending on how you want to count it, some downstream credit for everybody who's helped by the lawyers that are in Wealth Solutions Network, and maybe that just makes you rejigger the goalpost a little bit. But I would challenge you that I think it's not necessarily only the people who maybe you've set the barrier a little bit too high.
Speaker 1:Yeah, I appreciate that. So the primary shift was I used to think that my mere voice had impact, so I had to change it so that I'm not quite as conceited as thinking that somebody merely listening to me or seeing a post of mine has been impacted.
Speaker 2:So yeah, All right, Greg. Well, thank you for coming on today. If people want to learn more about March of Million or Wealth Solutions Network, where can they find you?
Speaker 1:Best way to find me is to hit me on LinkedIn, greg Dupont. I'm very active there. You can go to wwwjoinwsncom if you want to learn a little bit more about the WSN mission and the platform, and you can reach out to me at greg, at D as in dog and the word B as in boy law. That's D as in dog and B as in boy law. That's D as in dog and B as in boy lawcom.
Speaker 2:All right, man, and I'm excited to see you towards the end of the month for our icon mastermind meeting, and we'll link to all of that, all the links in the show description and make it easy for people to find.
