How to Become a Financial Advocate
Calling all estate planning attorneys! If you're ready to serve your clients better than anyone else, this webinar is for you.
There is a current increasing need for consumers to receive financial guidance. Our economy is turbulent, with big tax law changes on the horizon. Consumers are going to need trusted financial advocates to help them navigate these changes.
But, there are fewer and fewer people going into the financial services industry. So, where are consumers to turn to for help?
They're already turning to YouTubers, social media influencers, and automated systems for financial advice. They aren't getting the type of guidance they need, or the quality of guidance they need.
That's where you come in. You can provide your clients with something that influencers and automated software can't - personalized, fiduciary-based, financial advocacy.
A financial advocate is someone that looks at the facts, and provides their clients with the best options for their unique situation - free from any institutional or product bias.
Learn from Greg DuPont, JD, CFP, how to become a true financial advocate for your clients.
He has been serving clients as an estate and tax planning attorney since graduating from Capital University Law School in 1992 and added a wealth component to his practice over 15 years ago. He designed his firm to be the place where finance and law meet, offering investment management, general business counsel, retirement planning, estate planning, succession planning and more.
He has been named one of Ohio’s Top 100 lawyers, an invitation-only designation given by The National Advocates. He was also recently named an Ohio Super Lawyer and is listed as a Top Lawyer in Ohio by AVVO. Greg has been featured on WTVN radio, and WCMH television.
He is a life-long resident of Central Ohio and resides in Hilliard with his wife, Julia, and his daughter, Sophie
