What happens when attorneys stop working next to financial advisors and start working with them?
Greg DuPont dives into the next evolution of the Wealth Solutions Network: regional attorney-advisor teams trained in the Financial Advocate model. He exposes the tension that’s long plagued professional estate planners who feel sidelined, advisors who feel unsupported, and reveals a better path forward built on mutual trust, shared responsibility, and aligned outcomes.
Greg also breaks down the real reason collaboration often fails (hint: it’s not about revenue splits), and explains how letting go of control can actually increase influence, effectiveness, and income. He shares a live client case that proves how powerful it is when legal and financial minds row in the same direction with the 4D Estate Plan as their compass.
What to expect:
- The hidden insecurity behind control-seeking professionals
- How family office thinking can transform small firms
- The advisor’s mindset vs. the attorney’s wiring
- A case study showing the 4D Plan in action with seven kids, charitable intent, and major tax savings
- And more!
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