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Get Ready for Advisor GrowthCon!

The Day That Changes Everything

October 24th, 2019 in New York City

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.


When you need to create new client connections, faster.


Activate what actually drives wealth holder decisions.


Engage with clients for generations.


Work successfully with other professional advisors.

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…

Welcome to the Table

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...

Marketing is your friend. Actually, it’s more than that…

Marketing is your friend. Actually, it’s 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...

The Right Relationship, Every Time.

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...

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Marketing thinking you can use in about 2 minutes or less – every Monday.