Legacy Products
Creating the perfect training package for you
We’ve helped thousands of financial advisors, teams and organizations maximize their potential through tailored training and coaching programs. Our experience and expertise in the financial advice industry allow us to provide everything from professional one-on-one coaching for individuals to custom development programs for top organizations across North America.
With the breadth of options the Legacy suite of professional growth products offers, you can find the right level of development to suit your business.
The Legacy Products
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Advisor Growth Journey™ | Group Coaching | 1-on-1 Coaching | Firm Coaching | |
|---|---|---|---|---|
Full access to the Advisor Growth Journey™ | ||||
Ability to use all intellectual property | ||||
License to the industry-leading Qualitate™ software | ||||
Assessment directing you to your Journey priority | ||||
Workbooks to help facilitate your learning and implementation | ||||
Access to a library of on-demand webinars | ||||
Library of resources, articles and tools | ||||
Invitation to regular live webinars on timely topics | ||||
Marketing assets to use on your website | ||||
Access to a community of like-minded advisors | ||||
Dedicated Client Experience Manager | ||||
1 Facilitated group coaching session per month | ||||
Break out sessions to learn with other advisors through application of principles learned | ||||
Follow-ups to make sure you’re advancing in the Journey | ||||
Detailed discovery process to identify your priorities | ||||
Discovery report documenting your values, vision, goals, and action plan | ||||
Two 50-minute calls per month with a dedicated coach | ||||
Coaching binder including workbooks, tools, and a deck of values cards to facilitate coaching | ||||
Individual Kolbe™ analysis | ||||
Executive coaching for partners and/or all lead advisors and operations team members | ||||
Kolbe™ team synergy analysis | ||||
$99/month (6 month minimum) | $349/month (6 month minimum) | $1000/month (6 month minimum) | Contact us for custom pricing for your firm. |
Get in touch
Want to learn more about Legacy and how we can help you?
Speak to our team today.
