Anchor Stage Tools – Page 2 – The Legacy Advisor Growth Network

The Discovery Phase Diagram

The Discovery Phase Diagram

Sample Email Message from Client to Advisors

Sample Email Message from Client to Advisors

Are You Relevant?

Are You Relevant?

Your Best Client Is Their Best Prospect

Your Best Client Is Their Best Prospect

The Ins & Outs of Family Meetings

The Ins and Outs of Family Meetings

Undiscussables – Dealing with the elephants

Undiscussables – Dealing with the Elephants

Family Meeting Thoughtstarters

Family Meeting Thoughtstarters

Skills for Family Meeting Facilitators

Skills for Family Meeting Facilitators

Level the Playing Field – Bringing all voices into meetings

Level the Playing Field – Bring All Voices into Meetings

Rules of Communication in Family Meetings

Rules of Communication in Family Meetings