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...
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