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# Legacy

Financial advisor training for growth

## Sitemaps

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## Posts

- [Why Most Succession Plans Fail (And It Has Nothing to Do With the Documents)](https://think-legacy.com/blogs/why-most-succession-plans-fail-and-it-has-nothing-to-do-with-the-documents/) - For most advisors, succession planning starts in the same place: legal documents, valuation conversations, and deal structure. On paper, that makes sense. Those are the tangible pieces—the things you can point to, measure, and check off. But most succession plans don’t fail because of the documents. They fail because of something far less visible—and far
- [The Multiplier Gap: Why Most Advisory Firms Are Undervalued (And How to Fix It)](https://think-legacy.com/blogs/the-multiplier-gap-why-most-advisory-firms-are-undervalued-and-how-to-fix-it/) - Most financial advisors spend their careers focused on growing their Assets Under Management (AUM). The assumption is that as assets grow, the value of the business will naturally follow. However, when it comes time to transition the firm, many founders find that their valuation is lower than expected. They are often surprised to learn that
- [Why your firm’s design impacts client trust](https://think-legacy.com/blogs/why-your-firms-design-impacts-client-trust/) - Most advisors focus entirely on the quality of their advice, but how that advice is presented matters. When a prospect looks at your materials, they are looking for a reason to trust you. If your documents look outdated or messy, it creates a subtle disconnect before you even start talking. Consistency builds professional authority If
- [The Ops Audit: 3 Friction Points Killing Your Firm’s Scalability](https://think-legacy.com/blogs/the-ops-audit-3-friction-points-killing-your-firms-scalability/) - In wealth management, we often mistake being busy for being productive. For an Operations Leader, the day is usually a marathon of Slack pings, CRM updates, and troubleshooting client onboarding. However, there is a significant difference between maintaining a firm and scaling one. Scaling requires moving from reactive firefighting to proactive system architecture. If you feel like your
- [How Zocks, Jump AI, and Similar Tools are Revolutionizing Financial Advisory](https://think-legacy.com/blogs/how-zocks-jump-ai-and-similar-tools-are-revolutionizing-financial-advisory/) - We've been hearing from a lot of advisors recently that are using AI tools like Zocks and Jump AI. These tools have been helping Advisors reclaim their time, deepen client relationships, and focus on the human side of financial planning. While your invaluable human touch remains irreplaceable, platforms like these are stepping in as partners,
- [Navigating Beyond No: Strategies for Difficult Client Conversations](https://think-legacy.com/blogs/navigating-beyond-no-strategies-for-difficult-client-conversations/) - As financial advisors, you're experts at managing money and creating solid financial plans. But what happens when a client pushes back or has a concern? These difficult conversations can be tough, but they're often the most important moments for building stronger client relationships and showing your true value. Inspired by insights from "The Right Side
- [Creating a Comprehensive Financial Plan: A Roadmap for Client Security](https://think-legacy.com/blogs/creating-a-comprehensive-financial-plan-a-roadmap-for-client-security/) - In the world of financial advice, "financial planning" is a term you hear a lot. But what does it really mean for your clients? For true, long-term financial security, it's about more than just buying products or making quick decisions. It's about creating a clear roadmap for their entire financial life. A truly effective financial
- [Building Long-Term Client Relationships](https://think-legacy.com/blogs/building-long-term-client-relationships/) - It's easy to get caught up in the transactional whirlwind of financial advising: chasing new clients, closing deals, and managing portfolios. But as we all know, true success lies in building strong, enduring relationships. The most successful advisors understand that their role transcends being a mere financial manager; they want to become a trusted partner
- [The Art of Active Listening: How to Build Stronger Client Relationships](https://think-legacy.com/blogs/the-art-of-active-listening-how-to-build-stronger-client-relationships/) - Truly exceptional client relationships, the kind that lead to lasting partnerships and positive outcomes, are often built on a fundamental skill: the art of active listening. While it might seem intuitive, active listening goes far beyond simply hearing the words your clients speak. It's about fully engaging with them, understanding their underlying needs and concerns,
- [Beyond the Numbers: Articulating Your True Value to Attract Ideal Clients](https://think-legacy.com/blogs/beyond-the-numbers-articulating-your-true-value-to-attract-ideal-clients/) - As financial advisors, we often lead with the tangible: investment returns, tax strategies, and retirement projections. While these are undoubtedly important, connecting with clients goes far beyond the purely transactional. It's about understanding their deeper values, aspirations, and what truly matters to them. So, how do you articulate your value proposition in a way that
- [Turning Clients Into Strategic Partners: The Power of an Advisory Board in Wealth Management Practices](https://think-legacy.com/blogs/turning-clients-into-strategic-partners-the-power-of-an-advisory-board-in-wealth-management-practices/) - As a financial planner, you already know that your most successful clients are sources of insight, influence, and opportunity. But what if you could bring a few of them together and tap into their collective wisdom?That’s exactly what a Client Advisory Board does.While common in other industries, Advisory Boards are still underutilized in wealth management practices. Yet,
- [Longevity Planning: What It Means for the Future of Your Practice](https://think-legacy.com/blogs/longevity-planning-what-it-means-for-the-future-of-your-practice/) - The wealth management world is changing. We're seeing a big shift as clients age and as wealth increasingly moves between generations. This creates some new challenges for advisors, but it also opens up real opportunities for firms that are ready to adapt and innovate. Focusing on comprehensive longevity planning and actively connecting with the next
- [Navigating the Storm: Client Communication in Times of Market Uncertainty](https://think-legacy.com/blogs/navigating-the-storm-client-communication-in-times-of-market-uncertainty/) - The financial markets can be a rollercoaster, and when volatility spikes, it's not just numbers on a screen that fluctuate – emotions run high too. For financial advisors, this creates a unique challenge. You're not just managing portfolios; you're also managing client anxiety, providing reassurance, and guiding them through turbulent times. In short, it's a
- [Understanding the Psychology Behind Financial Decisions](https://think-legacy.com/blogs/understanding-the-psychology-behind-financial-decisions/) - The most successful advisors understand that money management is deeply intertwined with psychology. Every client’s financial decisions are shaped by their emotions, experiences, and core values. To provide the best service, we must go beyond finance and understand the psychology that drives our clients' choices. What Drives Financial Decisions? As highlighted in The Right Side
- [Why a Recession is a Great Opportunity to Engage Clients in Planning](https://think-legacy.com/blogs/why-a-recession-is-a-great-opportunity-to-engage-clients-in-planning/) - The headlines scream that a recession may be coming, and the market volatility is enough to make anyone's stomach churn. But in the uncertainty, there's a great opportunity for advisors: deepen your client relationships through meaningful planning. The Power of Planning in Turbulent Times A recent study confirms what we've long suspected: clients with a
- [How to Transparently Discuss Fees with Clients](https://think-legacy.com/blogs/how-to-transparently-discuss-fees-with-clients/) - Overcoming Resistance Transparency regarding fees is essential for financial advisors. Affluent clients, in particular, expect a fee-based model that aligns with their desire for objective advice and comprehensive planning. However, many advisors face resistance when discussing fees, often due to ingrained industry practices and personal apprehension. Understanding the Fee-Based Mindset The transition to a fee-based
- [Regular Client Communication is Key for Advisors—Here’s How We Make It Easier](https://think-legacy.com/blogs/regular-client-communication-is-key-for-advisors-heres-how-we-make-it-easier/) - As an advisor, you understand the importance of maintaining strong, ongoing relationships with your clients. One of the most effective ways to do this is through regular communication. Whether it’s through newsletters, social media posts, or client updates, staying in touch helps build trust, keeps clients engaged, and positions you as a proactive partner in
- [How Advisors Are Using Webinars to Educate Clients and Strengthen Relationships](https://think-legacy.com/blogs/how-advisors-are-using-webinars-to-educate-clients-and-strengthen-relationships/) - Client education plays an important role in building trust and creating long-term relationships in the advisory world. When clients are well-informed, they feel more confident in their financial decisions and in their advisor’s expertise. One of the most effective tools advisors are using to engage and educate clients is webinars. Through webinars, advisors can deliver
- [Key Focus Areas for Financial Advisors in 2025](https://think-legacy.com/blogs/key-focus-areas-for-financial-advisors-in-2025/) - The financial world is constantly changing, and 2025 is no exception. For Advisors to succeed, they need to adapt and find strategies that really connect with their clients' needs. Here are a few key things to focus on as 2025 kicks into gear: 1. Proactive Client Communication: Gone are the days of infrequent check-ins. Clients
- [Reclaiming the Value of Financial Advice in a DIY World](https://think-legacy.com/blogs/reclaiming-the-value-of-financial-advice-in-a-diy-world/) - In today's digital age, information is at our fingertips. With a few clicks, anyone can access a wealth of financial advice, from stock tips to retirement planning strategies. This accessibility has empowered many to take control of their finances and invest on their own. However, it has also presented a significant challenge for financial advisors:
- [Rethinking Financial Advisor Fee Models: Embracing Objectivity and Value-Driven Relationships](https://think-legacy.com/blogs/rethinking-financial-advisor-fee-models-embracing-objectivity-and-value-driven-relationships/) - The financial advisory industry is undergoing a significant transformation. Traditional compensation models, often rooted in product sales, are being replaced by approaches that align more closely with the needs and values of modern clients. Todd Fithian, co-founder of The Legacy Companies, offers insights into how advisors can shift their business models to better serve clients
- [The Dunning-Kruger Effect: A Financial Advisor's Dilemma:](https://think-legacy.com/blogs/the-dunning-kruger-effect-a-financial-advisors-dilemma/) - Many clients believe they can handle their finances independently, but what they often overlook are the hidden costs of DIY financial planning. From missed opportunities to costly mistakes, the price of self-reliance can be substantial. This sentiment is often rooted in the Dunning-Kruger Effect, a psychological phenomenon where people with limited knowledge or skills overestimate
- [Have Better Excuses](https://think-legacy.com/blogs/have-better-excuses/) - We’re told not to have excuses. People say rousing things like, “No Excuses!” or “Failure is not an option!”, although it is, and often a frequently chosen one. The fact is that you, your team and your clients have excuses and make excuses. We make excuses for our mistakes, our errors, when we’re late, when
- [Generational Wealth Transfer: How Advisors Can Lead Clients Through the Most Critical Conversations](https://think-legacy.com/blogs/generational-wealth-transfer-how-advisors-can-lead-clients-through-the-most-critical-conversations/) - One of the most significant opportunities for advisors today is helping clients manage generational wealth transfers. According to Accenture, an estimated $30 trillion in wealth will be transferred to the next generation in the United States over the next 20 years. Advisors who are prepared to guide their clients through this process, both financially and
- [Shifting the Focus: Moving From Transactions to Relationships](https://think-legacy.com/blogs/shifting-the-focus-moving-from-transactions-to-relationships/) - In the world of financial advisory, clients are increasingly looking for more than just transactional advice. According to a 2023 report by Schwab, 79% of high-net-worth clients say that their relationship with their advisor plays a critical role in their overall financial well-being. Advisors who can humanize their approach, focusing on values, vision, and goals,
- [ESG Investing: How Advisors Can Help Their Clients](https://think-legacy.com/blogs/esg-investing-how-advisors-can-help-their-clients/) - Socially responsible investing (ESG) has become a hot topic in recent years, with more and more investors seeking to align their investments with their values. As an advisor, understanding ESG and its implications for your clients is essential. What is ESG Investing? ESG investing considers environmental, social, and governance factors when making investment decisions. This
- [Why Your Calendar Holds the Key to Growth](https://think-legacy.com/blogs/why-your-calendar-holds-the-key-to-growth/) - For financial advisors, time is your most valuable asset. It's the currency you use to build strong client relationships, develop winning strategies, and ultimately, drive growth for both your clients and your firm. But let's face it, our calendars can become battlegrounds, filled with meetings, calls, and requests that leave us feeling stretched thin. One
- [Why Continuous Improvement is Essential](https://think-legacy.com/blogs/why-continuous-improvement-is-essential/) - The financial services industry is constantly changing. Advisors are having to adapt to new regulations, evolving client needs, and shifting economic realities. In this competitive and ever-changing environment, only those who embrace continuous improvement will thrive. The Risk of Stagnation Imagine a financial advisory team content with their current processes. They've mastered their niche, their
- [How to Solve the Advisor Shortage and Succession Crisis](https://think-legacy.com/blogs/how-to-solve-the-advisor-shortage-and-succession-crisis/) - The financial services industry is facing a double whammy: a shrinking pool of new advisors entering the field and an imminent wave of retirements from senior advisors. This blog builds on the previous one, which highlighted the challenges of new advisor training and retention. Here, we'll explore the financial implications and propose solutions to create
- [The Looming Talent Crunch: Why New Advisors Are Failing and How to Fix It](https://think-legacy.com/blogs/the-looming-talent-crunch-why-new-advisors-are-failing-and-how-to-fix-it/) - The financial services industry faces a critical challenge: a dwindling pipeline of new advisors entering the field. This, coupled with the alarmingly high fail-out rate for new advisors, creates a perfect storm threatening the future of the industry. A Shrinking Talent Pool: Statistics paint a concerning picture. Studies show a significant decline in the number
- [How and Why of Niche Marketing](https://think-legacy.com/blogs/how-and-why-of-niche-marketing/) - How to and why you should look at niche marketing. It takes time, but it's worth it. Patience and persistence are the keys.
- [Overcoming Generational Reach Challenges: A Guide for Financial Advisors<](https://think-legacy.com/blogs/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.
- [How ChatGPT is Revolutionizing Financial Advisory Service](https://think-legacy.com/blogs/how-chatgpt-is-revolutionizing-financial-advisory-services/) - How ChatGPT can transform key aspects of a financial advisor's business.
- [Fostering Excellence: 10 Tips for Advisors to Inspire their Teams](https://think-legacy.com/blogs/fostering-excellence-10-tips-for-advisors-to-inspire-their-teams/) - As financial advisors progress in their careers, they often excel in business development, drawing energy from their entrepreneurial spirit. However, transitioning into leadership roles can pose challenges, especially in managing teams where their strengths may lie elsewhere. Here are 10 tips for financial advisors to help them become successful team leaders. 1. The Right People
- [Overcoming Loneliness as a Financial Advisor](https://think-legacy.com/blogs/bovercoming-loneliness-as-a-financial-advisor-b/) - A lot of the financial advisors that we work with find themselves in a profession that offers immense fulfillment in guiding clients toward their financial goals and vision for the future. Yet, behind the veneer of success and client satisfaction, many advisors grapple with an unexpected and pervasive feeling: loneliness. The solitude that accompanies the
- [<b>6 Key Focus Areas for Financial Advisors in 2024</b>](https://think-legacy.com/blogs/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.
- [<b>14 Ways to Engage the Next Generation in Planning</b>](https://think-legacy.com/blogs/14-ways-to-engage-the-next-generation-in-planning/) - Engaging the next generation in financial planning is essential for the long-term success of financial advisory practices. Here are steps a financial advisor can take to connect with and effectively engage the next generation in financial planning: 1. Understand Their Needs and Goals: Begin by getting to know the individual goals and financial needs of
- [<strong>10 Reasons Advisors Are Incorporating Fees Into Their Business Model</strong>](https://think-legacy.com/blogs/10-reasons-advisors-are-incorporating-fees-into-their-business-model/) - There are several reasons why adding fee planning into your practice is a smart business decision. Historically, insurance and investment professionals have provided many levels of advice for free. Financial advice and council is often needed to clarify a need and manage clients and their other advisors through implementation. Financial projections and comprehensive plans have
- [<b>Understanding what clients want in a financial advisor</b>](https://think-legacy.com/blogs/understanding-what-clients-want-in-a-financial-advisor/) - Find out how taking a different approach to client relationships can help make you a better financial advisor and retain more clients.
- [<strong>Are you Running a Model Business?</strong>](https://think-legacy.com/blogs/are-you-running-a-model-business/) - Successful businesses can adjust their sails, take a different tack and change course. If you write a good story, yours will be a model business.
- [<strong>Welcome to the Table</strong>](https://think-legacy.com/blogs/welcome-to-the-table-2/) - Clients frequently receive advice from many other advisors including lawyers, attorneys, insurance providers, money managers, accountants and philanthropic advisors.
- [How to Build a Website That Works](https://think-legacy.com/blogs/how-to-build-a-website-that-works/) - Creating a “killer website” sounds important, and it sounds like it could be really edgy and expensive. But it doesn’t have to be. What it does need is to be clear.
- [The most important line you can draw](https://think-legacy.com/blogs/important-line-can-draw-planning-horizon/) - Take out a pen. Now, draw a horizontal line. It may look like just an ordinary line, but when used in the right context, and with the right knowledge, it’s one of the most important lines you can draw. It’s called The Planning Horizon™. Learning the secrets of that little line will open up a
- [You Need to Know](https://think-legacy.com/blogs/you-need-to-know/) - Legacy exists to help create the most evolved advisors on the planet. It's what we do everyday; and we can do it for you. But how we do it is where the magic is; let us explain. First, there has never been a time in history where people have needed better advice from you than
- [How goals really work.](https://think-legacy.com/blogs/how-goals-really-work/) - Sometimes the simplest of things can really help to illuminate bigger, more important things. Take the etymology of the word “goal,” for example. It’s not at all complex, but it certainly offers some insight into the secret of goal setting. It comes from two old English words – Gol and Gal. “Gol” means boundary, and
- [Introducing, Success](https://think-legacy.com/blogs/introducing-success/) - If Referrals worked the way people espouse, we'd all be wildly successful If you're looking for a great time-sucker in your business, pursue Referrals. "What did he just say? Referrals are the holy grail of business growth! He's lost it." No he hasn't. And this little piece on Introductions might change the balance of your
- [Immediate Marketing: How to build and execute a marketing plan in under a week](https://think-legacy.com/blogs/immediate-marketing-how-to-build-and-execute-a-marketing-plan-in-under-a-week/) - Here's the truth: while marketing can be pretty sophisticated stuff (it's applied neuro-psychology for goodness' sake), it's usually made to be a lot more complicated than it actually is. So let's put an end to that. This blog is going to show you what has to be done, how to do it, and even give
- [Never Be Spam: How To Send Email that Matters](https://think-legacy.com/blogs/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.
- [Becoming Referable Starts Before the Referral](https://think-legacy.com/blogs/becoming-referable/) - When it comes to becoming referable, advisors have had mixed success through the years. That's why we were pleased to be able to have Todd share some time on the Becoming Referable podcast. Check it out here.
- [Positively Objectionable](https://think-legacy.com/blogs/positively-objectionable/) - Positive objections are overlooked. While there are many things you can do to handle objections, here are a few ideas you can use immediately.
- [A Justly Ordered Universe](https://think-legacy.com/blogs/justly-ordered-universe/) - If we do indeed live in a justly ordered universe, you have a lot more control than you might think.
- [Is Your Future Client Sitting at the Table?](https://think-legacy.com/blogs/future-client-sitting-table/) - I've spent the last 21 years through my work at think-legacy teaching advisors how important it is to bring all voices and decision makers to the planning table, yet I am constantly finding advisors are leaving female spouses behind. Now I understand from a historical perspective men have predominantly taken the lead when it comes
- [Welcome to the Table](https://think-legacy.com/blogs/welcome-to-the-table/) - When it’s time to sit down at the planning table with a wealth holder, odds are you won’t be alone. The client frequently receives advice from many others including lawyers, insurance providers, money managers, accountants and philanthropic advisors. It’s up to you to ensure that the needs are being put first, and there’s a good
- [Marketing is your friend. Actually, it's more than that...](https://think-legacy.com/blogs/marketing-is-your-friend-actually-its-more-than-that/) - We're big fans of good marketing. That may not sound like a ground-breaking statement, and you likely say the same, but here's the thing: good marketing isn't common in the advisory space. We've been providing professional, thoughtful, creative and effective marketing services for almost a decade, and it's a favorite ("favourite" if you're in Canada)
- [The Right Relationship, Every Time.](https://think-legacy.com/blogs/the-right-relationship-every-time/) - If you’ve ever uttered the words, “This business is all about relationships,” then you’re in good company; we’d be hard pressed to find an advisor we’ve worked with who hasn’t said the same. 20 years of talking with advisors has had that single thread running through almost every conversation: relationship. The result is that we’ve
- [A Look Inside the Wealth Holder’s Mind](https://think-legacy.com/blogs/look-inside-wealth-holders-mind/) - It's a strange time when so many people are moving toward poverty, while simultaneously so many are moving into affluence. Indeed this has been called the Era Of Affluence as an increasing number of people will have more money than time. When that happens, they need good advice - but strange things are happening in
- [Interview Clients Better](https://think-legacy.com/blogs/interview-clients-better/) - Here are 6 Rules About Interviewing that we teach advisors to help them really zero in on their clients during Discovery (or any other time the client’s mouth is moving!). Good listening is more important than you think – treat it that way. Look for the things that are meaningful to them, not you. Listen
- [Goal Hacking](https://think-legacy.com/blogs/goal-hacking/) - When people explore goals, the conversation is pretty predictable. It focuses on what do you want and how important is it to you? But we’ve expanded that thought and found a key to helping clients get real about their goals, once and for all. You’ll love this. Download the PDF
- [Fact Finding Fails](https://think-legacy.com/blogs/fact-finding-fails/) - Advisors are trained to do fact finding as one of the initial steps in a new opportunity. What many don’t know is that it can create an enormous blind spot. There’s a better way to do it. Fact Finding is about collecting data so that you can do some analysis. It doesn’t [generally] help the
- [Crazy about Kolbe](https://think-legacy.com/blogs/crazy-about-kolbe/) - Your Kolbe result helps you to understand your own instinctive strengths, and the strengths of others, to improve lives in the way that you care most about. The Kolbe Concept holds that creative instincts are the source of mental energy that drives people to take specific actions. This mental drive is separate and distinct from
- [Our Above The Line Virtual Conference](https://think-legacy.com/blogs/our-above-the-line-virtual-conference/) - The internet isn't perfect for everything, but it's perfect for this... On June 7th and 8th, we're hosting a virtual conference: it's like going to a conference, but without having to go to a conference.
- [Success Requires a Plan](https://think-legacy.com/blogs/success-requires-plan/) - Cases don’t aimlessly drift to success – it requires a plan. This isn’t a secret. However, we equip Advisors with a Planning Map tool that helps them lay out the plan for implementing a client engagement. There are four reasons for having a Planning Map: The plan presents your value. It shows all the moving
- [Affirmative](https://think-legacy.com/blogs/affirmative/) - Advisors using the Legacy approach are the only ones who have their clients systematically Affirm their goals. Do you know what happens when a client provides an affirmation and written confirmation that their goals are accurate? They tend to implement with you.
- [What's the Investment](https://think-legacy.com/blogs/whats-the-investment/) - The only way to make a permanent change is to make a wise decision and then stick with it until it’s fully installed. To do that, we engage with our clients on a 1 year subscription basis. In your first year you’ll receive: 2 days of face-to-face training access to and the right to freely
- [When will you draw the line?](https://think-legacy.com/blogs/when-will-you-draw-the-line/) - One of our favorite photos of trust is when a defiant man in Tiananmen Square put himself into the path of the tanks. He put the well being of others so far ahead of his own that it could have cost him his life. We trust that guy. Creating trust doesn’t mean you have to
- [12 weeks of “Growing helps in the Short Term”](https://think-legacy.com/blogs/12-weeks-growing-helps-short-term/) - We’ve come to the end of 12 weeks of thinking about “Growing helps in the Short Term.” We said at the beginning of these 12 weeks that our thinking on Growth, and what it means, might be a little different than the conventional way of thinking. We hope that we’ve given you a new way
- [You want to Evolve, but do your employees?](https://think-legacy.com/blogs/want-evolve-employees/) - You’ve made the decision to evolve. But are your employees on board? Announcing to your employees that you want to “change” the way you operate – even if it’s a change for the better – can be a tricky thing. When employees hear words like “change” or “new”, for example, it can unintentionally cause them
- [The Basics of Evolution (And why they matter to your business)](https://think-legacy.com/blogs/basics-evolution-matter-business/) - If evolving is such an important concept, then why don’t we see a greater focus on it in the business arena? The basics of evolution may hold an interesting answer. Put simply, in order for biological evolution to take place, there needs to be both an opportunity and a necessity for it to happen. It
- [Don’t fear evolution](https://think-legacy.com/blogs/dont-fear-evolution/) - There’s something about the word Evolution that can sound overwhelming. But, an evolution doesn’t necessarily need to be a complete overhaul of your life and business. You can evolve just by making small changes – you just have to be smart and deliberate about which changes you make. If you’re reading this right now and
- [Areas where you could stand to evolve](https://think-legacy.com/blogs/areas-stand-evolve/) - We all have areas of our lives where we could stand to evolve a bit. We all know this in the back of our minds, but few of us actually take the time to make a comprehensive list. (We know, we know – being told to make a list can be a nuisance sometimes.) Can
- [The Law of Requisite Variety](https://think-legacy.com/blogs/law-requisite-variety/) - If you’ve been following the blog, you know that our focus right now is on the idea that growing only helps in the short term. Your focus shouldn’t be on growing; instead, focus on evolving. The neat thing is that there are scientific findings to back this up. In 1956, Ross Ashby wrote about a
- [The definition of evolution](https://think-legacy.com/blogs/the-definition-of-evolution/) - We’re a very curious group. That curiosity tends to lend itself to some quirky interests. We love digging into the meaning and definition of different words - it can be so revealing sometimes. We started to look into the meaning of the word Evolution. “A gradual process in which something changes into a different, and
- [Don’t confuse, “Don’t focus on Growth” with “Don’t Sell”](https://think-legacy.com/blogs/dont-confuse-dont-focus-growth-dont-sell/) - We’ve spent a lot of time recently discussing the idea that growing only helps in the short term. Your focus should be on evolving – not growing. We want to make something very clear; that doesn’t mean that you shouldn’t be out there focusing on selling. You absolutely should be. You should spend time daily
- [It’s time to evolve](https://think-legacy.com/blogs/its-time-to-evolve/) - We hinted at an idea in our last blog that we want to now expand on. Growth only helps in the short term, because growth is just more of what you already have. Instead, you need to evolve - not grow. What's the difference? Growth is focused on “getting more” and “becoming bigger”. Evolving is
- [Growth is a bigger version of the same problems](https://think-legacy.com/blogs/growth-bigger-version-problems/) - At the end of our last blog, we left you with a thought: Growth is more of what you already have. It can be more of the good, but it’s also more of the bad. Are you OK with that? You may see Growth as a welcomed thing - more money, for example, isn’t a
- [Our obsession with growth](https://think-legacy.com/blogs/our-obsession-with-growth/) - As we said in our previous blog, we’re going to dedicate the next few posts to our thinking on the topic of Growth. But we have a slightly different take on Growth than the conventional way of thinking. To put it simply, Growing only helps in the short term. That may sound like a backwards
- [Vegas 2014](https://think-legacy.com/blogs/vegas-2014/) - The Legacy Wealth Coach Network in Vegas Although people say that "what happens in Vegas, stays in Vegas," we have a different opinion - we want to share what happened in Vegas! We won't share about the after-party, the amazing shows, or the great time as people bonded, but what we will share are a few
- [Growing helps in the short term](https://think-legacy.com/blogs/growing-helps-short-term/) - We’re at it again! It’s time to put our heads together for some thinking on a whole new thought topic. For the next 12 weeks we’ll be focusing on Growth. But our thoughts on Growth, and what it means, may be a little different than the conventional way of thinking. That’s because we feel strongly
- [Twelve weeks of “Draw the Line”](https://think-legacy.com/blogs/twelve-weeks-draw-line/) - We’ve spent the last 12 weeks thinking through one of our favourite thought topics: “Draw the Line”. Actually, “Draw the Line” incorporates two of our favourite thought topics. Literally speaking, we’re talking about the Planning Horizon – the most important line you can draw. Figuratively, we’re talking about making important decisions, and sticking to them.
- [Start at a different place, end at a different place](https://think-legacy.com/blogs/start-different-place-end-different-place/) - "Arriving at your destination is not your goal right now" That phrase may be blunt, but the purpose behind it certainly isn’t. Clients often come in with a destination in mind for their planning. As a result, the destination becomes the determining factor of whether or not a plan was successful. That way of thinking
- [Why planning fails](https://think-legacy.com/blogs/why-planning-fails/) - We’re taking a more serious tone for this blog – but for good reason. There are times when wealth planning fails. And sometimes, it fails when it doesn’t have to. When a family makes the decision to change advisors, it’s often because they question the advisor’s competence. However, our experience with these situations is that
- [So, why not strategy, tactics and tools?](https://think-legacy.com/blogs/not-strategy-tactics-tools/) - It’s a natural reflex that when someone asks you a question, you respond with an answer. For the most part, advisors have fallen victim to this reflex, and it comes at the expense of their clients’ planning. Offering up strategies, tactics and tools before there is an appropriate Discovery process is something that needs to
- [Story Matters](https://think-legacy.com/blogs/story-matters/) - Every single individual is unique. That’s because every single person has a story. And their story matters. Think about your own life. Your story starts before you were even born, with your grandparents’ stories, and then with your parents’ stories. Their stories shaped the beginning of your story. Did they immigrate? Did they struggle to
- [Always look above the horizon](https://think-legacy.com/blogs/always-look-horizon/) - "Hello. We don’t know each other, and I don’t really know much about you, but I think that the best option for you is to buy [insert financial product here].” Just the thought of the above scenario makes us cringe – we’re sure it does for you, as well. While it may be overly simplified
- [Draw the Line (the smaller stuff is just as important!)](https://think-legacy.com/blogs/draw-line-smaller-stuff-just-important/) - In the past few blogs, we’ve focused on big decisions – decisions about your business. But Draw the Line is about so much more than that. Drawing the Line is about life’s smaller decisions as well. It’s a decision about how you will treat your body. It’s a decision about how you will talk to
- [Why committing is so important](https://think-legacy.com/blogs/why-committing-is-so-important/) - If you’ve been following the blog you’ve seen that we’ve devoted some time recently to thinking about decisions. More specifically, we’ve been thinking about why it’s so important to make decisions. That’s all great - making big decisions is important. But once we’ve made them, we need to commit to them; follow through on them.
- [Why we have to make important decisions](https://think-legacy.com/blogs/make-important-decisions/) - “Decision.” It can be a distressing word – even more so when it’s attached to topics like “the future,” “wealth,” “your legacy,” etc. There can be a fair amount of risk attached to our decisions. Perhaps that’s what scares people. Here’s something to think over, though: What is the risk of not making important decisions?
- [Draw the Line](https://think-legacy.com/blogs/draw-the-line/) - If we were to tell you to “Draw the Line,” you’d probably look at us and wonder what exactly we’re talking about. Do we mean literally draw a line, or figuratively? We mean both. And that’s the whole point of the next 12 weeks of our Think-Legacy blog. Literally speaking, we’re talking about the planning
- [Twelve Weeks of “Why”](https://think-legacy.com/blogs/twelve-weeks-of-why/) - As we’ve said before, we like to think. We love nothing more than putting our heads together to think through important thought topics that are inextricably linked to your success as an advisor. Over the last 12 weeks, we’ve focused our attention on the importance of “Why”. When we started writing about this thought topic,
- [Isolating a client’s core values](https://think-legacy.com/blogs/isolating-clients-core-values/) - If you got a chance to read last week’s blog post, then you’ve hopefully spent some time recently thinking about isolating your core values, so that you can determine your unique “Why”. Now it’s time to take that exercise and apply it to your clients. When you sit down to meet with a client, it
- [What are core values, and why do they matter?](https://think-legacy.com/blogs/core-values-matter/) - For several weeks now, we’ve been having an ongoing discussion about why it is so important to start with “Why”. Now it’s time to make this principle more personal. Let’s isolate your unique “Why”. We introduce to you, the topic of Core Values. Values are a very individual experience—they are completely exclusive to you. Others
- [Why do you do what you do?](https://think-legacy.com/blogs/why-do-you-do-what-you-do/) - There’s always a hazard in this business that we will get so caught up in thinking about our clients, and their situations, that we will forget to stop and think about our own. We’ve dedicated a lot of time to thinking about the importance of focusing on “Why” a client wants to grow, rather than
- [Great Questions and Great Answers](https://think-legacy.com/blogs/great-questions-great-answers/) - Clients generally seek out financial advisors because they know they don’t have all of the right answers. They come to you with questions, expecting that you’re the financial expert, and therefore, you’ll have access to all of the answers. While there is certainly some truth to this, we think that this mindset needs to be
- [What motivates people?](https://think-legacy.com/blogs/what-motivates-people/) - If you’ve been following the blog, you will know that we’ve spent a lot of time lately thinking about what motivates people, and the importance of “Why” people do what they do. Often times the best way to make sense of something is to relate it back to your own life, and your own experiences.
- [People, who believe what you believe, will always find you](https://think-legacy.com/blogs/people-believe-believe-will-always-find/) - It is human nature for people to gravitate towards values and principles that they believe in, and find authentic. It’s no surprise then that people also gravitate towards people who believe what they believe. Without even necessarily being aware of it, you have likely surrounded yourself with people, in both your personal and professional life,
- [‘Why’ makes operations much less daunting](https://think-legacy.com/blogs/makes-operations-much-less-daunting/) - Sometimes sorting through processes, systems, tools and programs can be daunting. Where to start, where to start? There’s something about those words that seems to invoke images of paperwork, hassle, and frustration. It’s no secret that having the proper tools and strategies in play can really elevate your game, but sometimes figuring out which processes
- [Why adopt the Why principle?](https://think-legacy.com/blogs/why-adopt-the-why-principle/) - If you’ve been following our blog, you will know that we have dedicated a lot of thinking lately to why you should always start with Why, in both personal and professional ventures. It may have you wondering whether adopting the Why principle would be a smart move for you. The thinking on this topic is
- [Achieving, Keeping and Passing On Success](https://think-legacy.com/blogs/achieving-keeping-passing-success/) - Achieving success is one thing. Keeping success, and passing that success on, is another. It’s human nature to plan, almost meticulously, about how we will get the things we want in life. The part where we seem to get stuck is in not spending nearly as much time thinking about how we will keep that
- [Context is King](https://think-legacy.com/blogs/context-is-kine/) - Lately we’ve heard a lot of talk about whether context, or content, is most important. It’s a thought topic that carries a lot of importance at Legacy because Financial Professionals deliver a lot of “content” to their clients. Every single day you give clients advice, offer solutions, and provide systems, processes and strategies to help
- [Why 'why' is so important](https://think-legacy.com/blogs/why-why-is-so-important/) - “Always start with ‘Why’”. “Get inspired by discovering your ‘Why’”. “You can’t get anywhere until you figure out your ‘Why’”. Any of this sound familiar? There has been a lot of chatter in the recent year or so surrounding the importance of starting with ‘Why’. Books have been written, lectures have been given and the

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## Categories

- [Uncategorized](https://think-legacy.com/blogs/category/uncategorized/)
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## Tags

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- [Coaching](https://think-legacy.com/product-category/coaching/)

## Product tags

- [Values Cards](https://think-legacy.com/product-tag/values-cards/)
- [Group Coaching](https://think-legacy.com/product-tag/group-coaching/)
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