Using AI to Build a More Efficient Financial Advisory Practice with Greg DuPont (Ep. 119)
Financial advisors are under pressure to serve more clients, improve efficiency, and keep up with rapidly changing technology.
How do you use AI without losing the personal relationships that clients value most? And where should advisors begin if they want technology to improve their daily work instead of creating more complexity?
In this episode, Jeremy Houser sits down with Greg DuPont, JD, CFP®, CEO of Advocate Wealth Solutions and host of The March to a Million Podcast, to discuss how AI is reshaping advisory firms from the inside out. Greg shares how he’s built AI into his planning process, why he believes human relationships become even more valuable as technology improves, and how automation is helping him create better experiences for clients while operating a leaner business. They also explore estate planning, advisor productivity, and the growing need for tax education as more families prepare to transfer wealth.
Key takeaways:
- Building AI systems that support advisors without replacing personal relationships
- Using estate planning conversations to attract better-qualified prospective clients
- Creating daily AI workflows that improve accountability and follow-through
- Helping families understand retirement tax exposure before it becomes a surprise
- Combining technology with human judgment to improve the client experience
- And more!
Resources:
Connect with Greg DuPont:
- LinkedIn: Greg DuPont
- Website: Greg DuPont
- Website: Wealth Solutions Network
- Website: Advocate Wealth Solutions
Connect with Jeremy Houser:
- jeremy.houser@simplicitygroup.com
- 713-808-8548
- Schedule a Call
- Our Teams Website
- Connect with Jeremy
- @jeremyhouser_amp
- @jeremyhouserAMP
About Our Guest:
Greg DuPont is the CEO of Advocate Wealth Solutions, an attorney, financial advisor, entrepreneur, and host of the March to a Million and Your Financial Advocate podcasts. Through his work, Greg helps attorneys, professionals, and business owners reduce lifetime tax costs, manage risk, and create financial strategies that support the lives they want to live.
Driven by his mission, “The March to a Million,” Greg aims to positively impact one million U.S. families by 2030 by helping them preserve more of their wealth through thoughtful tax planning, estate planning, and comprehensive financial guidance. He believes true financial planning extends beyond today’s tax return and focuses on reducing lifetime tax exposure while improving wealth preservation and transfer.
In addition to leading Advocate Wealth Solutions, Greg has mentored financial professionals across the country, is a contributing author to The Recipe for Success, and is an Expy Award-winning presenter for Business on Broadway. Outside of work, he’s a passionate supporter of The Ohio State Buckeyes and the Columbus Blue Jackets, enjoys cooking, and unwinds with a glass of red wine or a Bombay Sapphire martini.
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