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 you.
For financial advisors, time is your most valuable asset. It’s the currency you use to build strong client relationships, develop winning strategies, and ultimately, drive
The financial services industry is constantly changing. Advisors are having to adapt to new regulations, evolving client needs, and shifting economic realities. In this competitive
