Draw the Line

If we were to tell you to “Draw the Line,” you’d probably look at us and wonder what exactly we’re talking about. Do we mean literally draw a line, or figuratively? We mean both. And that’s the whole point of the next 12 weeks of our Think-Legacy blog. Literally...

Twelve Weeks of “Why”

As we’ve said before, we like to think. We love nothing more than putting our heads together to think through important thought topics that are inextricably linked to your success as an advisor. Over the last 12 weeks, we’ve focused our attention on the importance of...

Great Questions and Great Answers

Clients generally seek out financial advisors because they know they don’t have all of the right answers. They come to you with questions, expecting that you’re the financial expert, and therefore, you’ll have access to all of the answers. While there is certainly...

Why adopt the Why principle?

If you’ve been following our blog, you will know that we have dedicated a lot of thinking lately to why you should always start with Why, in both personal and professional ventures. It may have you wondering whether adopting the Why principle would be a smart move for...

Context is King

Lately we’ve heard a lot of talk about whether context, or content, is most important. It’s a thought topic that carries a lot of importance at Legacy because Financial Professionals deliver a lot of “content” to their clients. Every single day you give clients...