Advisor Growth Journey™
Begin your growth journey with Legacy
Become the financial advisor you want to be. Legacy’s Advisor Growth Journey™ delivers a comprehensive, fully customizable development plan to help you reach your goals.
Join Legacy to gain access to all of the resources you’ll need to grow as a financial advisor. Our Advisor Growth Journey™ provides a tailored system focused on your development, designed to help you fully utilize industry-leading resources.
The Planning Horizon®
This ethos empowers financial advisors to engage with clients to discover what matters to them and why it’s important, before jumping into possible solutions.
While the premise might sound simple, delivering it meaningfully and authentically is not. The Planning Horizon® goes beyond the training, books and mentoring you’ve encountered before and evolves your approach to connect with clients more meaningfully and promote long-term sustainable relationships.
The Advisor Growth Journey™ is your growth plan to help you develop the necessary skills and establish new neural-pathways so those skills become not only natural, but permanent.
Take the journey
The Advisor Growth Journey™ consists of five key areas that help you determine your vision and how you’re going to achieve it.
Tailor your personal growth journey, targeting key areas you wish to enhance, while reinforcing what’s already in place.
Focus
Promise
Deliver
Anchor
Legacy
Start Your Journey Today
It all begins with an assessment to determine where you currently are and where you want to go.
What the Advisor Growth Journey™ includes
Advisor Growth Journey™ Self-Study
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Full access to the Advisor Growth Journey™
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Ability to use all intellectual property
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Assessment directing you to your Journey priority
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Workbooks to help facilitate your learning and implementation
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Access to a library of on-demand webinars
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Library of resources, articles and tools
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Invitation to regular live webinars on timely topics
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Marketing assets to use on your website
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Access to a community of like-minded advisors
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Dedicated Client Experience Manager
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1x Facilitated group coaching session per month
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Break out sessions to learn with other advisors through application of principles learned
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Follow-ups to make sure you’re advancing in the Journey
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Detailed discovery process to identify your priorities
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Discovery report documenting your values, vision, goals, and action plan
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Two 50-minute calls per month with a dedicated coach
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Coaching binder including workbooks, tools, and a deck of values cards to facilitate coaching
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Individual Kolbe™ analysis
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Executive coaching for partners and/or all lead advisors and operations team members
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Kolbe™ team synergy analysis
Complement your journey with coaching
Complement your journey with coaching
Our professional coaches bring a wealth of experience to your growth journey.
We provide industry knowledge and an abundance of tools and resources to accelerate your development, creating powerful results from your Advisor Growth Journey™.
To ensure you get the full benefit of your growth journey, our coaches bring a useful outside perspective, identifying strategic blindspots and knowledge gaps that need to be filled. This helps solidify your organizational values and vision to map your goals clearly.
Pairing your Advisor Growth Journey™ with our expert coaching means having a strong supporter on hand to encourage and nurture your development. That might include helping you see your full potential and unlock self-imposed limitations or keeping you on track with results-driven targets and goals.
Learn more about Legacy coaching.
Michael
Envestnet - PA/MD
Gregg
Northwestern Mutual
"Very good, thought provoking & well worth the time/effort. As you said it now takes a lot of practice, practice, practice! I’m even going to retake the Ignite course again. Todd, Chris, & Rob do a great job of explaining things/material. "
Rebecca Gustafson
Gustafson Wealth Management
"Thank you for helping us to build something that is already creating a more meaningful impact than the work of my first 15 years in practice. And we are just beginning!"
Padric Scott
"Legacy has been a great resource to me and their mentorship has allowed my firm to grow rapidly in the planning space. They never hesitate to reach out and make themselves available to me directly to support the growth of our firm."
Jon
Securities America
"Programs so far have been focused on a repeatable process that is much more focused than other training programs. There is a uniqueness to Legacy"s sytem that truly creates a differentiation from most other advisors."
Graham Bell
Barill and Company
"Todd and Rob were excellent and the days were very interactive which I enjoyed. A lot of self-reflection has ensued and I feel totally refreshed. Thanks everyone!"
Rose Pinciotto
Prudential
"Think-Legacy courses and materials are the best I have ever experienced. I wish that I had met them when first starting out 12 years ago. Their systems and top in class."
Mark Landers
Haunn Landers & Co
"Legacy is an organization that has great training and systems to support advisors that want to provide a deep meaningful planning engagement with their clients. They have been a great partner to our firm for over 15 years!"
Robbie Fleischacker
Stonehaven Financial Group
"Attending GrowthCon may have been the best value 2-day event I have been to in a long time. You leave with tangible tools/steps that you can implement right away. It is always time well spent with Legacy!"
Lewis Kent
SPM Financial
"The Advisor Growth Journey has changed the trajectory of my career and the one-on-one coaching I have received from Legacy has allowed me to take a step back from my business to get clear on what I want to achieve and implement an action plan to get there."
Tim
Haunn Landers & Co
"As a long term Legacy client, the Advisor Growth Journey was a great refresher to be relevant & sustainable. We love to be different & make a difference in our clients lives. The journey is well worth the creating a client experience."
Kevin Murdoch
RBC+Dominion+Securities+Inc
"I thought the course was very well put together between the live presentations and the course work. It created a unique way to chat with prospects and clients and turned practical information into simple usable visuals"
Jon
RBC Wealth Management
"This was great, informative course. Practical and innovative. I'm excited to include the bridge and approach talk and the planning table discussion with all my clients and prospective clients."
Eric
APEX Securities & Asset Management, LLC
"Great information. Thoughtful & practical."
Jeffrey W Askins, CFP®, CDFA®
Synovus
"Each component module of the Ignite Course provides a useful way of re-thinking behaviors. I wish that I had learned some of these practices many years ago."
Begin your Advisor Growth Journey™
If you’re ready to grow as a financial advisor, you’re in the right place.
Take our assessment to gauge your current situation and define what you want to achieve.
"Todd, Chris and Rob are the coaches I want in my corner. By working with each of you, I learned how attention to detail combined with the right words and how to say them creates a refreshing perspective for the advisor and their client"