Where financial advisors come to grow
Legacy delivers comprehensive training, coaching and a rich support network for financial advisors who want to develop professionally, seize opportunities and enjoy prolonged growth into the future.

Join Legacy and acquire the strategies, tactics and tools to take your business to the next level.
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Define your competitive difference
Differentiating your unique value as a financial advisor is a significant challenge, but with Legacy, you can stand out from the crowd. We’ve revolutionized the way financial advisors create the most powerful client relationships possible.
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Leverage your capacity
Staying on top of all the demands of running your business can sometimes get in the way of what matters most to you. Legacy has developed a leading operational business model that aligns your people and processes in a simple manner.
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Build a system that matters
Let us show you how to design your end-to-end client experience so you can not only serve them for life, but across generations with a robust, replicable service model.
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Client Retention

Legacy members achieve an average of 94% client retention.

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Conversion

Our clients achieve conversion from plan to sales 87% of the time.

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Energy increase

95% of our customers reported an increase in excitement for their business.

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AUM

Our clients see an average 38% increase of assets under management.

Focused on growth

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?

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Compare our Legacy Services

Advisor Growth Journey

A tailored development system and set of resources that help you grow as a financial advisor.

Group Coaching

Full access to the Advisor Growth Journey, plus group coaching and peer sessions to advance your progress.

One-on-one Coaching

Everything from the AGJ and group coaching plus dedicated one-on-one coaching, workbooks and tools.

Firm Coaching

A custom package tailored to firms, including everything from Legacy one-on-one coaching, applied to your whole organization.

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For financial advisors

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.

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For financial organizations

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.

See if Legacy is the right fit for you

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Advisor Growth Journey

Forge your own path with a Legacy Advisor Growth Journey that can be designed to suit your personal and professional needs.

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Online Courses

Tailor your development process with online courses that can be customized to suit how you prefer to learn.

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Coaching

Our expert coaching sessions can help you accelerate your development with a range of group and one-on-one sessions.

Software

Qualitate™ is our innovative and unique software package specifically designed to streamline your planning, tracking, reporting and more.

Our Network of Amazing Clients

Further reading

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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

Read More

How goals really work.

Sometimes the simplest of things can really help to illuminate bigger, more important things. Take the etymology of the word “goal,” for example. It’s not

Read More
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