Legacy Products

Creating the perfect training package for you

We’ve helped thousands of financial advisors, teams and organizations maximize their potential through tailored training and coaching programs. Our experience and expertise in the financial advice industry allow us to provide everything from professional one-on-one coaching for individuals to custom development programs for top organizations across North America.

With the breadth of options the Legacy suite of professional growth products offers, you can find the right level of development to suit your business.

The Legacy Products

Scroll right to see the rest of the products on mobile.

Advisor Growth Journey
Group Coaching
1-on-1 Coaching
Firm Coaching
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
1 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
$99/month (6 month minimum)
$349/month (6 month minimum)
$1000/month (6 month minimum)
Contact us for custom pricing for your firm.

Get in touch

Want to learn more about Legacy and how we can help you?

Speak to our team today.

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