Resources

Useful Resources

We’ve produced resources that can help you in your journey to achieve your vision of success as a financial advisor. From blog articles and press releases to a library of eBooks and books written by Legacy co-founder and Managing Partner, Todd Fithian.

You can find them all here.

Our latest blogs

Shifting the Focus: Moving From Transactions to Relationships

ESG Investing: How Advisors Can Help Their Clients

Why Your Calendar Holds the Key to Growth

Why Continuous Improvement is Essential

How to Solve the Advisor Shortage and Succession Crisis

The Looming Talent Crunch: Why New Advisors Are Failing and How to Fix It

Overcoming Loneliness as a Financial Advisor

Fostering Excellence: 10 Tips for Advisors to Inspire their Teams

How ChatGPT is Revolutionizing Financial Advisory Service

Overcoming Generational Reach Challenges: A Guide for Financial Advisors<

How and Why of Niche Marketing

6 Key Focus Areas for Financial Advisors in 2024

14 Ways to Engage the Next Generation in Planning

10 Reasons Advisors Are Incorporating Fees Into Their Business Model

Are you Running a Model Business?

Welcome to the Table

Understanding what clients want in a financial advisor

You Need to Know

How goals really work.

The most important line you can draw

eBooks

Books

Book Legacy for your event

We would love to visit and speak at your event or study group!

If you’d like to see Todd in action, get in touch to discuss a guest speaker booking with us.