Episode 2 – Launching The Connection with DuPont Wealth Solutions

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! 

Resources: DuPont Wealth Solutions | Greg DuPont | LinkedIn | Facebook 

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