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

Turning Clients Into Strategic Partners: The Power of an Advisory Board in Wealth Management Practices

Longevity Planning: What It Means for the Future of Your Practice

Navigating the Storm: Client Communication in Times of Market Uncertainty

Understanding the Psychology Behind Financial Decisions

Why a Recession is a Great Opportunity to Engage Clients in Planning

How to Transparently Discuss Fees with Clients

Regular Client Communication is Key for Advisors—Here’s How We Make It Easier

How Advisors Are Using Webinars to Educate Clients and Strengthen Relationships

Key Focus Areas for Financial Advisors in 2025

Reclaiming the Value of Financial Advice in a DIY World

Rethinking Financial Advisor Fee Models: Embracing Objectivity and Value-Driven Relationships

The Dunning-Kruger Effect: A Financial Advisor's Dilemma:

Generational Wealth Transfer: How Advisors Can Lead Clients Through the Most Critical Conversations

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

eBooks

Books

Articles

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.