Business Owner Study Group

For Advisors who want to engage and serve business owners more successfully

Why A Study Group?

Advisors that work with Business Owners have specific challenges that they address for their clients, but not always the resources to help them.

The Legacy Companies and ValuCompass have partnered together to create a place for Advisors working with Business Owners to share and collaborate with other like-minded Advisors. These sessions will be facilitated and some of the topics we'll discuss are sales approaches, pricing and packaging of services, value propositions, tools, deliverables, and more.

This Study Group will provide an opportunity for professional development, networking, and peer support.

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Professional Development

Stay up-to-date on industry trends in the Business Owner marketplace and best practices to improve your skills and knowledge.

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Connect with peers from other companies and share ideas and experiences while expanding your professional network.

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Peer Support

Discuss challenges and get guidance from your peers. Whether you're new to the business or a veteran, you'll bring a different perspective.

What You'll Get

  • Full access to the Advisor Growth Journey™
  • Ability to use intellectual property
  • Access to a library of on-demand webinars
  • Workbooks to help facilitate the learning and implementation
  • 1 Facilitated Study Group session per month
  • Access to The Legacy Business Questionnaires
  • Access to the ValuCompass Discover Assessment
  • Access to the ValuCompass Protect Assessment
  • Library of resources, articles and tools
  • Access to a community of like-minded Advisors

Some of the Tools You'll Get Access To...

How We Help Advisors Grow

The Legacy Companies brings decades of experience in training and coaching to help Financial Advisors grow their practice. 

ValuCompass empowers advisors to help business owners understand their business as an asset and integrate the owner’s business and personal planning.

The Leadership Team

Todd Fithian Web Image (1)

Todd Fithian

Todd has decades of experience helping financial advisors grow their business.

As the Co-Founder and Managing Partner of The Legacy Companies, Todd provides the vision and leadership for his team to revolutionize how advisors drive measurable growth.

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Chuck Richards

For over 40 years, Chuck has helped private business owners build valuable, sustainable and transferable businesses. He created ValuCompass to empower Financial Advisors to serve business owners in growing, protecting and increasing the value of their most important asset - their business.

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