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A multi-generational family - representing generational values ond wealth

Choices, Decisions

Generational Wealth Transfer: How Advisors Can Lead Clients Through the Most Critical Conversations

thinklegacynew October 9, 2024

Two men in business attire shaking hands - representing the blog Moving From Transactions to Relationships

Beyond News

Shifting the Focus: Moving From Transactions to Relationships

thinklegacynew September 24, 2024

ESG Investing

Beyond News

ESG Investing: How Advisors Can Help Their Clients

thinklegacynew September 16, 2024

Your Calendar Holds the Key to Growth - woman looking at monthly calendar

Beyond News

Why Your Calendar Holds the Key to Growth

thinklegacynew July 25, 2024

Legacy Advisor Growth Journey

Evolving

Why Continuous Improvement is Essential

thinklegacynew June 25, 2024

Recruiting new financial advisors

Beyond News

How to Solve the Advisor Shortage and Succession Crisis

thinklegacynew June 6, 2024

A lone financial advisor in his office, his desk, notes and computer in view

Choices, Decisions

Overcoming Loneliness as a Financial Advisor

thinklegacynew April 17, 2024

An image of a successful man who represents Fostering Excellence

Choices, Decisions

Fostering Excellence: 10 Tips for Advisors to Inspire their Teams

thinklegacynew March 20, 2024

Image of glasses with focus area in forest representing blog post 6 Key Focus Areas for Financial Advisors in 2024

Evolving

6 Key Focus Areas for Financial Advisors in 2024

Legacy explores the key focus areas for financial advisors in 2024 to help navigate the complexities of the ever-changing financial world.

thinklegacynew January 5, 2024

Image of a happy financial advisor with a good business model

Beyond News

Are you Running a Model Business?

thinklegacynew December 20, 2022

Do You Want To Boost Your Business?

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