Marketing

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A photo of a man on the phone with coloured dots and lines representing AI.

Beyond News

How Zocks, Jump AI, and Similar Tools are Revolutionizing Financial Advisory

thinklegacynew July 28, 2025

Older clients meeting with long term financial advisor

Choices, Decisions

Building Long-Term Client Relationships

thinklegacynew June 17, 2025

Happy, relaxed retired Couple Sitting On Wooden Jetty By Lake

Choices, Decisions

Longevity Planning: What It Means for the Future of Your Practice

thinklegacynew April 23, 2025

An image of a smiling man (who represents a financial advisor) in a suit sitting at a desk working on a computer .

Beyond News

Regular Client Communication is Key for Advisors—Here’s How We Make It Easier

thinklegacynew February 12, 2025

A webinar for financial planning clients

Evolving

How Advisors Are Using Webinars to Educate Clients and Strengthen Relationships

thinklegacynew January 24, 2025

Using ChatGPT

Marketing

How ChatGPT is Revolutionizing Financial Advisory Service

How ChatGPT can transform key aspects of a financial advisor’s business.

thinklegacynew February 29, 2024

An image representing Niche Marketing

Marketing

How and Why of Niche Marketing

thinklegacynew January 15, 2024

The Legacy Companies

Marketing

Introducing, Success

thinklegacynew May 14, 2021

Immediate Marketing

Marketing

Immediate Marketing: How to build and execute a marketing plan in under a week

thinklegacynew April 9, 2021

Email Overload

Marketing

Never Be Spam: How To Send Email that Matters

Email gets delivered when it looks like an email, rather than marketing, and when people engage with your messages, rather than delete them.

thinklegacynew January 8, 2021

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