You Need to Know
Legacy exists to help create the most evolved advisors on the planet. It’s what we do everyday; and we can do it for you. But
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Legacy members achieve an average of 94% client retention.
Our clients achieve conversion from plan to sales 87% of the time.
95% of our customers reported an increase in excitement for their business.
Our clients see an average 38% increase of assets under management.
Joining Legacy means you’ve chosen to grow as a financial advisor. That might mean growing your business or team, or focusing on personal growth.
Legacy gives you the strategies, tactics and tools to maximize your business in the ways that matter most to you. Because every advisor — and client — is different, our training can be tailored to suit your learning style, so you can create powerful, meaningful and profitable relationships with your clients.
Ready to grow your business?
A tailored development system and set of resources that help you grow as a financial advisor.
Full access to the Advisor Growth Journey, plus group coaching and peer sessions to advance your progress.
Everything from the AGJ and group coaching plus dedicated one-on-one coaching, workbooks and tools.
A custom package tailored to firms, including everything from Legacy one-on-one coaching, applied to your whole organization.
If you’re a financial advisor who wants to grow by doing well by your clients, nurturing long-term relationships and committing to make a difference in your clients’ lives, then you’re in the right place. At Legacy, we believe that a strong foundation in client-driven values is what makes for a great financial advisor. Whether you’re a sole advisor or part of a large planning firm, we can help you grow your business.
When you’re responsible for the growth of a group of financial advisors — RIAs, a financial institution or a captive group of advisors — it’s important to encourage, support and continuously help them grow.
Our customizable programs will help you meet those needs.
Forge your own path with a Legacy Advisor Growth Journey that can be designed to suit your personal and professional needs.
Tailor your development process with online courses that can be customized to suit how you prefer to learn.
Legacy exists to help create the most evolved advisors on the planet. It’s what we do everyday; and we can do it for you. But
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