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.
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
Full access to the Advisor Growth Journey™
Ability to use all intellectual property
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
1x 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
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.
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.