Welcome to Legacy

Above the Line
The Legacy App
Values Cards

Legacy Offer

We help financial advisors create
the business they always wanted.

Our training programs, conferences and coaching help advisors
create pivot moments for their businesses, their clients and themselves.


- Larry Lehmann

"Through our relationship with Legacy we have learned and utilized tools that have helped us be the best advisors that we know how to be."

Larry Lehmann

Recent Media

Insider Profile

Insider Profile – Scott Lebin, RFC, CWS®

Legacy Insiders

How you knew being an advisor was the place for you?

I just wanted to work with people and  help people. I like to be face to face with people and am not a loner. I love hearing people’s stories and the honor of being trusted by people that they would share their stories.

Favorite part of what you do

Seeing the clients who have been able to get answers to the questions they have about their journey, and to know that there are solutions.

What inspires you, or what you’re passionate about

There are so many things… The real passion I have is that I live each day and moment to the fullest. To live with a purpose and help others along the way.

Contact Scott Lebin

Phone: 630.406.0000

When you’re not at work, you’re probably…

…traveling or taking pictures. My wife and I love to travel. We like to see as much of the world as we possibly can and experience as many cultures as we can. I love to photograph the people and places where we travel and capture those moments.

Do your best work with…

People who are willing to listen, to share, to make decisions, and to implement plans that will help them achieve their goals.

What problem do you solve?

Answering those questions for clients that seem unattainable, or unreachable or unclear to them. Helping them see that there are answers and there isn’t just one way to accomplish things.

How long have you been doing this?

32 years

Favorite quote…

No man is an island unto himself.

News & Blog

Jun 2017
Is Your Future Client Sitting at the Table?

I’ve spent the last 21 years through my work at think-legacy teaching advisors how important it is to bring all voices and decision makers to the planning table, yet I am constantly finding advisors are leaving female spouses behind. Now I understand from a historical perspective men have predominantly taken the lead when it comes to finances. Looking in the rear view mirror also tells us that men were the primary bread winners in the majority of households and more highly educated, but times have changed. Did you know…… 48% of Estates Greater than $5 Million are Controlled by Women? 57% of Bachelor Degree’s are Women? The Majority of Master’s Read more

More Details
Jun 2017
Welcome to the Table

When it’s time to sit down at the planning table with a wealth holder, odds are you won’t be alone. The client frequently receives advice from many others including lawyers, attorneys, insurance providers, money managers,  accountants and philanthropic advisors. It’s up to you to ensure that the needs are being put first, and there’s a good possibility that the wealth holder might question the motives of some of the others at the table. Everyone knows they’re seated at the table with the motive of commerce, but whose interests will they put above all else? The answer isn’t always clear, and the client’s interpretation of what’s happening will have a tangible Read more

More Details
Jun 2017
A Look Inside the Wealth Holder’s Mind

It’s a strange time when so many people are moving toward poverty, while simultaneously so many are moving into affluence. Indeed this has been called the Era Of Affluence as an increasing number of people will have more money than time. When that happens, they need good advice – but strange things are happening in their brains. The human brain has 2 jobs: connection and protection. It wants to connect, to be part of something, and to not be left out. But it also is cautious, fearful and guarded. That makes it a bit challenging when you’re trying to help someone because it falls to you to help them feel Read more

More Details
May 2017
Marketing is your friend. Actually, it’s more than that…

We’re big fans of good marketing. That may not sound like a ground-breaking statement, and you likely say the same, but here’s the thing: good marketing isn’t common in the advisory space. We’ve been providing professional, thoughtful, creative and effective marketing services for almost a decade, and it’s a favorite (“favourite” if you’re in Canada) thing for us to do for advisors. There are 2 big industry challenges that we see show up for you regularly. One is that marketers want to give you cool messages without knowing anything about you. Let’s face it, how is that even remotely possible when they don’t know your brand, your niche or the Read more

More Details
Apr 2017
The Right Relationship, Every Time.

If you’ve ever uttered the words, “This business is all about relationships,” then you’re in good company; we’d be hard pressed to find an advisor we’ve worked with who hasn’t said the same. 20 years of talking with advisors has had that single thread running through almost every conversation: relationship. The result is that we’ve honed a Relationship Expertise that we want to share. With that in mind, have you paused to consider that, if relationships really are the key to it all, what your strategy is to creating great ones? Do you have a framework for them? Do you apply a process to it? Now you may think, “You Read more

More Details
Apr 2017
Interview Clients Better

Here are 6 Rules About Interviewing that we teach advisors to help them really zero in on their clients during Discovery (or any other time the client’s mouth is moving!). Good listening is more important than you think – treat it that way. Look for the things that are meaningful to them, not you. Listen for what they value. It requires that you are actively attentive to what’s being said, how it’s being said, and the sequence it’s presented to you. Document back to them what you heard (after the meeting) – this is ridiculously powerful. Listen without looking for a solution or an opportunity to speak. Help them get Read more

More Details
Mar 2017
Goal Hacking

When people explore goals, the conversation is pretty predictable. It focuses on what do you want and how important is it to you? But we’ve expanded that thought and found a key to helping clients get real about their goals, once and for all. You’ll love this. Download the PDF

More Details