Planning

Take a break and read all about it

A couple meeting with an advisor to create a financial plan.

Beyond News

Creating a Comprehensive Financial Plan: A Roadmap for Client Security

thinklegacynew June 26, 2025

Older clients meeting with long term financial advisor

Choices, Decisions

Building Long-Term Client Relationships

thinklegacynew June 17, 2025

Advisory board sitting around conference table

Choices, Decisions

Turning Clients Into Strategic Partners: The Power of an Advisory Board in Wealth Management Practices

thinklegacynew May 8, 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

Our Secrets

Understanding the Psychology Behind Financial Decisions

thinklegacynew March 24, 2025

An image of two people meeting with their financial advisor

Beyond News

Why a Recession is a Great Opportunity to Engage Clients in Planning

thinklegacynew March 13, 2025

Choices, Decisions

Key Focus Areas for Financial Advisors in 2025

thinklegacynew January 9, 2025

Evolving

Why Continuous Improvement is Essential

thinklegacynew June 25, 2024

Beyond News

How to Solve the Advisor Shortage and Succession Crisis

thinklegacynew June 6, 2024

Our Secrets

Overcoming Generational Reach Challenges: A Guide for Financial Advisors<

By understanding generational reach and implementing proactive strategies, financial advisors can navigate challenges associated with wealth transfer.

thinklegacynew February 2, 2024

Planning

Take a break and read all about it

Creating a Comprehensive Financial Plan: A Roadmap for Client Security

Building Long-Term Client Relationships

Turning Clients Into Strategic Partners: The Power of an Advisory Board in Wealth Management Practices

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

Understanding the Psychology Behind Financial Decisions

Why a Recession is a Great Opportunity to Engage Clients in Planning

Key Focus Areas for Financial Advisors in 2025

Why Continuous Improvement is Essential

How to Solve the Advisor Shortage and Succession Crisis

Overcoming Generational Reach Challenges: A Guide for Financial Advisors<

Do You Want To Boost Your Business?

drop us a line and keep in touch