When you need to create new client connections, faster.


Activate what actually drives wealth holder decisions.


Engage with clients for generations.


Work successfully with other professional advisors.

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

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

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.

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Marketing thinking you can use in about 2 minutes or less – every Monday.