Coaching & Consulting Services
Legacy one-on-one coaching
Legacy delivers world-class, one-on-one financial advisor coaching.
We custom design your personal coaching program to fit your values and vision for the future, providing dedicated one-to-one expert coaching and support in planning your journey. Learn how to utilize the Advisor Growth Journey™ and a comprehensive library of resources to establish what your aspirations are. Our most exclusive level of coaching will help you stay on track, with professional guidance at every step to bring you closer to your final goal while maintaining the values you uphold.
Get the most out of the Advisor Growth Journey™ with a dedicated coach, who will put the focus squarely on you and your ambitions.
Legacy one-on-one coaching is also a great option for teams or businesses wanting to grow together with tailored development for each advisor.
One-on-one coaching for your journey
Our one-on-one coaching is customized for each financial advisor and their team.
You have your own personal aspirations and aims, and you prefer to learn in particular ways. We utilize various techniques to suit your preferred learning style and hone in on what matters most to you when it comes to your business and future.
While other coaching organizations talk about discovery, we actually do it. We focus on three main areas when developing your coaching program:
Values
The process begins by understanding the values that are core to you and your business. You will experience a facilitated values exercise to determine the rules and standards by which you live.
Vision
Next, we will work together to identify your ideal vision for the future. This desired future state will guide our coaching objectives. We’ll ensure you’re energized about what’s next.
Goals
Finally, we will determine a prioritized list of actionable items designed to make your vision a reality while honoring your values.
Action Plan
Partnering with your coach, you will determine a clearly defined action plan with timeframes and responsibilities to hold you accountable.
Consulting for
Wealth Management firms
Because of the complexities that come with running a financial advisory business, we are often engaged to consult with the leaders or leadership teams on the entire business. When it comes to our knowledge around organizational structures, and building turnkey operational systems, our team is second to none.
Firm engagements almost always start with a discovery assessment, a process we have continuously refined over our nearly three decades of experience, that includes a thorough review of the firms currently operations, marketing, financials, and interviews with all key stakeholders so we can use that data to construct a plan that is in total alignment the leaderships ideal vision for the future, the values that are core to the business, and the goals that will make it come true.
Get focused coaching custom to your learning and business needs
Work with a coach to establish your ambitions
Grow your business in the ways most important to you
Customize your development to reach your goals
Still not sure if one-on-one coaching is right for you?
One-on-one coaching gives financial advisors focused, specialist development, but it isn’t ideal for everyone. Legacy offers various methods of coaching, and it all starts with helping you find the right fit for you.
Talk to us to determine if our one-on-one coaching is the best option for you.
