Specifically designed for advisors working in the business owner marketplace to engage and serve owners more successfully. Topics include sales, pricing of services, value prop, tools, deliverables, etc. Calls held virtually 1x/month. 6 month min.

Join us for this day and a half event in Boston, solely focused on financial advisor growth.

Get the tools and strategies to boost production, accelerate case closure and cultivate deeper, more profitable client relationships. Through an online course, 6 virtual live sessions and access to IP, you’ll master the skills to elevate your career.

Get the tools and strategies to boost production, accelerate case closure and create deeper, more profitable client relationships through an online course, 6 virtual live sessions and intellectual property. $1497 in year one and renews at $997/year.

Your access to the Legacy Advisor Growth Network. You'll be charged $99/month starting on January 1, 2023.

The Legacy Values Cards System is one of the most direct and powerful ways to identify the underlying forces that drive your clients' decisions.

With Partner Coaching, you and your business partner will engage in the coaching sessions to ensure you're on the same page and driving your business forward. Having both Partners on the calls will help generate meaningful growth for your practice.

$80/month. Make your life a little easier and your client relationships more powerful. Legacy's web-based application is where you plan and report on the qualitative planning components that drive and complement traditional quantitative planning.

Interactive peer-to-peer sessions to exchange ideas. We'll come together virtually once a month for 60 minutes to talk about things like marketing, the business owner marketplace, fee planning, etc. Come ready to learn and share your ideas.

The Financial Advisory world is overcrowded. In this workshop, we'll introduce you to The Planning Horizon® - an industry-leading sales approach that will help you differentiate yourself from the very first interaction with a prospect.