The Qualitative Advisor is a bi-weekly podcast, hosted by Chris Venn, that helps financial advisors bring the best to your clients and make the most of your business and your life.
Legacy developed the application that allows you to do qualitative planning alongside your quantitative tools.
The Legacy Network
With the industry moving as fast as it is, it doesn’t pay to be on the outside.
If you want the inside scoop on “everything Legacy,” you can have it.
Thinking differently is the beginning…
A Justly Ordered Universe
If we do indeed live in a justly ordered universe, you have a lot more control than you might think.
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...
Is Your Future Client Sitting at the 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...