Legacy helps financial advisors have the clients, the business and the life you want.

Legacy helps financial advisors have the clients, the business and the life you want.

IGNITE

When you need to create new client connections, faster.

LAUNCH

Activate what actually drives wealth holder decisions.

ECHO

Engage with clients for generations.

LINK

Work successfully with other professional advisors.

Qualitate™

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 Look Inside the Wealth Holder’s 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...

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...

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....

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