What happens when you request an initial consultation with DuPont Wealth Solutions? What does the process look like from beginning to end?
In this episode, Greg DuPont describes the behind-the-scenes of DuPont Wealth Solutions, and shares what goes into connecting, meeting, and working with clients from the very first call.
In this episode, you will learn:
- What it means to do business with Greg DuPont and DuPont Wealth Solutions
- The pros and cons of the mindset of “the better I do as a client, the better the advisor will do for me”
- Greg’s take on service payments and why they could be “tricky”
- Why communication is crucial for clients, advisors, and financial professionals
- And more!
Tune in as Greg explains his role as the harbor pilot who helps clients navigate the journey from the waters into the harbor!