Planning

Take a break and read all about it

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

A photo of three generations of a family

Choices, Decisions

14 Ways to Engage the Next Generation in Planning

thinklegacynew October 26, 2023

Image of people looking up something on a tablet, representing looking for corporate engagements on the Legacy website.

Fees

10 Reasons Advisors Are Incorporating Fees Into Their Business Model

thinklegacynew April 28, 2023

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Beyond News

Are you Running a Model Business?

thinklegacynew December 20, 2022

Meeting around the table

Choices, Decisions

Welcome to the Table

thinklegacynew November 7, 2022

Planning

How goals really work.

thinklegacynew May 15, 2022

Achieving, Keeping and Passing On Success

Rob Falvey July 29, 2013

Do You Want To Boost Your Business?

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