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Client Facing Tools

The Family Questionnaire (for Adult Children) – Fillable

The Family Questionnaire (for Adult Children) – Fillable

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The Business Questionnaire – Fillable

The Business Questionnaire – Fillable

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The Family Business Questionnaire – Fillable

The Legacy Family Business Questionnaire – Fillable

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Discovering Client Hobbies, Interest and Activities

Discovering Client Hobbies, Interests and Activities

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The Legacy Family Business Questionnaire

The Legacy Family Business Questionnaire

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The Legacy Business Questionnaire

The Legacy Business Questionnaire

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Discovery Insight Workbook – Fillable Version

Discovery Insight Workbook – Fillable Version

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Discovery Insight Workbook

Discovery Insight Workbook

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Planning Table Tool

Planning Table Tool

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Legacy helps financial advisors grow. For over 25 years in the United States and Canada, we have brought top coaching, incisive content and the brightest ideas for your business that are proven by successful advisors, experience, psychologists, sociologists and results.

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