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:
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.
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.
Finally, we will determine a prioritized list of actionable items designed to make your vision a reality while honoring your values.
Partnering with your coach, you will determine a clearly defined action plan with timeframes and responsibilities to hold you accountable.
Coaching for financial advisory firms
Our coaching isn’t just for individual financial advisors. If your coaching needs to expand beyond the team to the whole business, Legacy’s firm coaching is second to none.
Utilize our industry-leading discovery process to establish your values, vision and goals and set key benchmarks to drive your business forward. With our adaptable style, you’ll receive tailored coaching in the areas that will make the biggest impact on your organization, whether that’s navigating ensembles, strategizing around your next key hire or creating an end-to-end client experience. Our aim is to help you achieve complete team alignment that includes all key operational stakeholders.
What one-on-one coaching includes
Full access to the Advisor Growth Journey
Ability to use all intellectual property
License to the industry-leading Qualitate™ software
Assessment directing you to your Journey priority
Workbooks to help facilitate your learning and implementation
Access to a library of on-demand webinars
Library of resources, articles and tools
Invitation to regular live webinars on timely topics
Marketing assets to use on your website
Access to a community of like-minded advisors
Dedicated Client Experience Manager
1x Facilitated group coaching session per month
Break out sessions to learn with other advisors through application of principles learned
Follow-ups to make sure you’re advancing in the Journey
Detailed discovery process to identify your priorities
Discovery report documenting your values, vision, goals, and action plan
Two 50-minute calls per month with a dedicated coach
Coaching binder including workbooks, tools, and a deck of values cards to facilitate coaching
Individual Kolbe™ analysis
Executive coaching for partners and/or all lead advisors and operations team members
Kolbe™ team synergy analysis
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.