The Qualitative Advisor is a bi-weekly podcast, hosted by Chris Venn, that helps financial advisors bring the best to your clients and make the most of your business and your life.
Legacy developed the application that allows you to do qualitative planning alongside your quantitative tools.
The Legacy Network
With the industry moving as fast as it is, it doesn’t pay to be on the outside.
If you want the inside scoop on “everything Legacy,” you can have it.
Thinking differently is the beginning…
Becoming Referable Starts Before the Referral
When it comes to becoming referable, advisors have had mixed success through the years. That's why we were pleased to be able to have Todd share some time on the Becoming Referable podcast. Check it out here.
Positively Objectionable
Positive objections are overlooked. While there are many things you can do to handle objections, here are a few ideas you can use immediately.
A Justly Ordered Universe
If we do indeed live in a justly ordered universe, you have a lot more control than you might think.