July 2023 – Advisor Mentorship Podcast

Unleashing Your Advisor Superpowers – Proven Strategies for Success with Greg DuPont (Ep. 43)

By the-advisor-mentorship-podcast | July 26, 2023

Are you looking to differentiate yourself from your competitors and create a brand that can endure the ever-changing advisor space?

In this episode, Jeremy Houser is joined by Greg DuPont, an estate planning attorney and founder of DuPont Wealth Solutions. Greg emphasizes the use of themes and systems, the importance of a reliable team, and utilizing the coaching he has received from the Advisor Mentorship Program to pave the way for his success.

Greg discusses:

The challenges he faces in managing expenses and revenue
His mission to positively impact one million lives by 2030
How focusing on a team environment improves company performance
Strategies he has learned through coaches in the industry
And more

Connect With Greg DuPont:

LinkedIn: Greg DuPont

Book Time with Jeremy Houser:

Schedule a Call

Connect with Jeremy Houser:

About Our Guest:

Greg DuPont is a financial advocate all about using proven strategies to eliminate debt, reduce lifetime tax costs, and generate more disposable income. He helps attorneys, professionals, and small business owners ensure that their money supports their life and the way they want to live it.

Debt and taxes provide the greatest challenges to building, preserving, and transferring wealth. Greg focuses on true tax planning: not only looking for solutions to current income taxes but also your lifetime tax cost.

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Systems Work People Fail 2.0: Next Steps To Scale Your Business (Ep. 42)

By the-advisor-mentorship-podcast | July 5, 2023

As the world has shifted dramatically over the past two years, with virtual appointments becoming the norm, it is essential to stay updated and equipped with the right tools to establish trust and credibility with your clients.

In this episode, Jeremy Houser unpacks the details of the Systems Work People Fail 2.0 Webinar. Listen in as Jeremy details what are some of the resources advisors are using to achieve success in the fixed index annuities arena while differentiating themselves within their industry.

Jeremy discusses:

The significance of the recent Systems Work People Fail 2.0 Webinar and its relevance in today’s rapidly evolving market for the independent financial professional
Ways consumer behavior has changed
Processes and tools required to separate yourself from the competition and establish yourself as an authority within your industry
The role of technology and the value of having a robust digital presence to build trust and reach a broader audience
The value of having strong mentorship and messaging as an advisor
And more!

Resources: