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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.

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Are you Running a Model Business?

All successful ventures need a clear business model. However, the word ”model” makes the whole concept seem illusive, as if out there somewhere, just out

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Want to learn more about Legacy and how we can help you? Speak to our team today.

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