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.
Stay up-to-date on industry trends in the Business Owner marketplace and best practices to improve your skills and knowledge.
Connect with peers from other companies and share ideas and experiences while expanding your professional network.
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
Some of the Tools You'll Get Access To...
The Legacy Family Business Questionnaire
The Legacy Business Questionnaire
The Planning Horizon(TM)
Focus Stage Workbook
Promise Stage Workbook
Deliver Stage Workbook
Anchor Stage Workbook
Legacy Stage Workbook
Legacy Approach Talk Guide
The Planning Table
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 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.
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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