118. Estate Planning Innovations In A Digital World Meet Guidr

June 07, 2022 00:54:59
118. Estate Planning Innovations In A Digital World Meet Guidr
Wealth On Main Street
118. Estate Planning Innovations In A Digital World Meet Guidr

Jun 07 2022 | 00:54:59

/

Hosted By

Richard Canfield Jayson Lowe

Show Notes

Wealth Without Bay Street EPISODE 118: Featuring on this episode of Wealth Without Baystreet are David Zumpano and Guy Remond. David Zumpano started out as an estate planner, founding The Estate Planner Law Center in 1995. Over the years David has also founded the Medicaid Practice Systems, LLC in 2010 and has authored Protect Your IRA, Avoid the 5 Common Mistakes, a contributory book offering for Estate planning attorneys in 2015. David now continues his journey helping estate planning and elder law attorneys build purpose driven practices with personal and professional balance. Guy Remond has over 20 years in the tech, software & consulting/advisory industries, as a founder, director, investor and advisor. Following his passion Guy branched out into the technical world, in 2001 and was a founding member and CEO of Cake Solutions Ltd. Guy has invested in a number of companies and is actively working with these companies in a non-executive director or chairman role, helping them to fulfill the leadership's drive to a successful outcome.

David and Guy have been partners in building Guidr, a digital, easy to use client interface platform released to lawyers, changing the industry by digitizing how lawyers communicate with clients to meet the demands of the modern technological advancements consumers have come to expect.  In October 2021, Dave and his technology partner, Guy Remond, co-authored; The Digitization of Law; How to transform technology disruptions into abounding opportunities, which provides the basis and support for the future of the law practice incorporating digital technology.

IN THIS EPISODE, YOU WILL LEARN:

0:00 Introduction

2:36 How Guidr Was Born

14:12 Guidr And Its Features

18:28  How Does Guidr Work

19:24 Maintaining a Relationship With Your Attorney

20:54 To Have the Law Digitized, Democratized, Demonitized

26:04 Creating a Convenient Solution

28:17 Confidentiality and Ethics

32:04 Guidr Is The Future

38:13 Adapting As Technology Advances

42:42 Understanding The Consumers

48:54 Creating Value As An Entrepreneur

51:18 Who Would David Want To Be a Hero To

52:14 Who Would Guy Want To Be a Hero To

Guy: https://www.linkedin.com/in/guyremond/

Dave: https://www.linkedin.com/in/david-zumpano-a0208119a/

Follow Guidr on:

Facebook: https://www.facebook.com/guidr.legal

Instagram: https://www.instagram.com/accounts/login/?next=/guidr.legal/

LinkedIn: https://www.linkedin.com/company/guidr-legal/

Twitter: https://twitter.com/GuidrLegal

YouTube: https://www.youtube.com/channel/UChhBZLky0pllzqCEXU6c-AQ

Other Episodes

Episode

January 17, 2024 00:45:18
Episode Cover

202. Income Splitting Strategies for Couples in Canada

Wealth Without Bay Street 202: Income Splitting Strategies for Couples in Canada Curious about how to split income with your partner or spouse? It's...

Listen

Episode

March 16, 2021 00:36:19
Episode Cover

54. Stage 4 Cancer Survivor To Infinite Banker – Stephen Wenzel -Client Series

CLIENT SERIES EPISODE: Stephen Wenzel is a world traveller, music director and yoga teacher, real estate investor, and 2-time Survivor of Stage 4B cancer....

Listen

Episode 0

May 08, 2024 00:40:37
Episode Cover

218. Real Estate Investor Uses Infinite Banking in Quebec Canada

Wealth Without Bay Street 218: Real Estate Investor Uses Infinite Banking in Quebec Canada   How can you maximize your real estate investments in Quebec?  ...

Listen