Success Requires a Plan

Cases don’t aimlessly drift to success – it requires a plan. This isn’t a secret. However, we equip Advisors with a Planning Map tool that helps them lay out the plan for implementing a client engagement. There are four reasons for having a Planning Map: The plan...

Affirmative

Advisors using the Legacy approach are the only ones who have their clients systematically Affirm their goals. Do you know what happens when a client provides an affirmation and written confirmation that their goals are accurate? They tend to implement with...

What’s the Investment

The only way to make a permanent change is to make a wise decision and then stick with it until it’s fully installed. To do that, we engage with our clients on a 1 year subscription basis. In your first year you’ll receive: 2 days of face-to-face training access to...

You Need to Know

Legacy exists to help create the most evolved advisors on the planet. It’s what we do everyday; and we can do it for you.   But how we do it is where the magic is; let us explain. First, there has never been a time in history where people have needed better...
How goals really work.

How goals really work.

Sometimes the simplest of things can really help to illuminate bigger, more important things. Take the etymology of the word “goal,” for example. It’s not at all complex, but it certainly offers some insight into the secret of goal setting. It comes from two old...