Crazy about Kolbe

Your Kolbe result helps you to understand your own instinctive strengths, and the strengths of others, to improve lives in the way that you care most about. The Kolbe Concept holds that creative instincts are the source of mental energy that drives people to take...
Our Above The Line Virtual Conference

Our Above The Line Virtual Conference

The internet isn’t perfect for everything, but it’s perfect for this… On June 7th and 8th, we’re hosting a virtual conference: it’s like going to a conference, but without having to go to a conference. How does it work? We designed...

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...
When will you draw the line?

When will you draw the line?

One of our favorite photos of trust is when a defiant man in Tiananmen Square put himself into the path of the tanks. He put the well being of others so far ahead of his own that it could have cost him his life. We trust that guy. Creating trust doesn’t mean you have...

12 weeks of “Growing helps in the Short Term”

We’ve come to the end of 12 weeks of thinking about “Growing helps in the Short Term.” We said at the beginning of these 12 weeks that our thinking on Growth, and what it means, might be a little different than the conventional way of thinking. We hope that we’ve...

You want to Evolve, but do your employees?

You’ve made the decision to evolve. But are your employees on board? Announcing to your employees that you want to “change” the way you operate – even if it’s a change for the better – can be a tricky thing. When employees hear words like “change” or “new”, for...

Don’t fear evolution

There’s something about the word Evolution that can sound overwhelming. But, an evolution doesn’t necessarily need to be a complete overhaul of your life and business. You can evolve just by making small changes – you just have to be smart and deliberate about which...