Corporate Engagements

Support for financial organizations

Helping advisors grow their business is no small task. We get it.

Process, personalities, regulation, scalability, team structures, product mixes, sales approach, service strategies, planning approaches, marketing – it’s a long list that has to be handled and it’s on you to help them do it.

We can help.

Tailored program creation

No two organizations are the same, and your specific needs are undoubtedly different from others. That’s why we don’t bring a one-size-fits-all approach.

We combine On-Demand Advisor Training with direct access to Legacy’s Library of Advisor Resources to create a program that suits the needs of you and your advisors.

Through our Coaching, Speaking and Custom Program delivery, we will help you help advisors grow their business.

We start by listening

We don’t recommend canned programs or strategies to solve your unique challenges. Unlike our competitors, our process with you begins with Discovery. Our initial Discovery phase is designed to help you get a clear view of your organization and what your goals are. This will allow us to fully understand the problems you want to solve or the opportunities you want to capture.

Todd Fithian Expert Coach

Find out more about our corporate engagements

If you’re ready to help your financial advisors grow, you’re in the right place.

Get in touch with us to book a consultation and find out what would be the best option for you.