You may have all the necessary qualifications to be a certified financial planner, but what are you doing to continuously evolve? One of the most important aspects of financial advising is understanding your clients’ motivations and goals so you can suggest the right solutions and provide confidence in the security of their money and future.

While wealth management is a very particular skill in and of itself, so is the ability to foster lasting relationships with your clients. Pairing your expertise in financial planning with a robust set of soft skills, such as building rapport and prolonged client relationship management, will allow you to take your services and business to the next level.

If you want to develop your skills as a financial advisor, you’re in the right place. At Legacy, we know that the best financial advisors have more than just technical skills. They’re also adept at understanding their clients’ Values, Vision and Goals and figuring out the best way to get them where they want to be.

With our coaching program, you’ll learn how to establish plans that incorporate your clients’ personal values, vision and goals for the future. Our coaches have decades of experience and insight, giving you the ideal opportunity to have someone listen to your ideas and give you feedback with actionable, qualitative direction.

Understanding your client’s financial goals is the cornerstone of Legacy’s philosophy. Only through truly realizing their goals can you make the best financial decisions for your client.

These are entwined with their emotions, though. Legacy’s techniques empower you to strike the right balance between these two sides of the equation, so even from the first day with new clients you’ll be equipped with the skills and tools to present yourself as the person they should entrust with their financial decisions.