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