Cutting-edge client-facing tools that empower Advisors to deliver an exceptional experience

Cutting-edge client-facing tools that empower Advisors to deliver an exceptional experience

Our suite of tools that are revolutionizing the way advisors engage with their clients. 

Already a Legacy member? Here are all the client-facing tools that you have access to on the Members Site.

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The Planning Horizon(TM)

The Planning Horizon®

Most advisors like to say they are different, but this is your first opportunity to demonstrate that difference. By using The Planning Horizon® you can provide a concrete explanation to clients that your well-thought-out approach will help them clarify what they want so they can achieve their desired results. 

Stand out in a crowded marketplace.

What's Available:

  1. Downloadable PowerPoint
  2. Sample scripts (for face-to-face and over the phone)
  3. Video Lessons
  4. Animated GIF

 

Journey Stage:

Promise
Wealth Optimization System Diagram Image

The Wealth Optimization System®

The Wealth Optimization System® demonstrates a concrete explanation to clients that your well-thought-out approach will help them clarify what they want so they can achieve their desired results. 

What's Available:

  1. Downloadable PowerPoint
  2. Sample script
  3. Video Lesson
  4. Animated GIF

 

Journey Stage:

Promise

Marketing Video - The Planning Horizon®

This video was created for use on your website to help you describe how you use the Planning Horizon in your meetings.

What's Available:

  1. Embeddable Video to use on your website

 

Journey Stage:

Promise

Marketing Video - Your Process

This video talk about your process and how you start at a different place. This is for use in your marketing efforts or on your website.

What's Available:

  1. Embeddable video to use on your website

 

Journey Stage:

Promise
The Planning Table

The Planning Table

Every advisor has experienced having their work reviewed by another advisor, and sometimes without their knowledge.

Either way can be detrimental to forward progress.

Listen to this webinar to learn how The Planning Table Conversation and tool will help you uncover all the key and important relationships influencing clients' decision-making and poking holes in your work.

What's Available:

  1. Downloadable Tool
  2. Video Lesson
  3. Ability to document in Qualitate application

 

 

 

Journey Stage:

Promise
Discovery Insight Workbook

The Discovery Insight Workbook

The Discovery Insight Workook....Our discovery process starts with advisors taking the time to understand the client’s needs and aspirations at a profound level, which ultimately paves the way for meaningful action.In this session, we will outline the key components of the discovery process and show you how you can easily get access to it and implement it into your business immediately.

The GISOR Model is designed to help clients identify, prioritize, and act on what is most important to them. Understanding the Goals that a client wants to accomplish will help you in the estate and wealth transition process by tying their Goals to the larger picture of their family.

What's Available:
  1. Downloadable Tool
  2. Fillable version (for clients to fill out electronically)
  3. Video Lesson
  4. Ability to document GISOR responses into Qualitate application to produce a deliverable

 

Journey Stage:

Deliver
valuescards (1)

The Values Cards

As a financial advisor, your job is to help your clients achieve their financial goals. But in order to truly understand their vision for the future, it's important to understand their values and the experiences that have shaped them.

In this webinar, we walk you through the Legacy Values Cards exercise, a powerful tool that will help you uncover your clients' values and beliefs. By the end of this session, you'll have the skills to build stronger, more meaningful relationships with your clients and help them achieve their financial goals in a way that aligns with their values and vision for the future.

What's Available:

  1. Professionally printed decks of values Cards
  2. Facilitators Guide
  3. Downloadable Paper version
  4. Video Lessons explaining how to use them
  5. Ability to enter into Client Values into Qualiate application to produce a deliverable

 

Journey Stage:

Deliver
Complexity Threshold Image

Complexity Threshold Index

As a financial advisor, your job is to help your clients achieve their financial goals. But in order to truly understand their vision for the future, it's important to understand their values and the experiences that have shaped them.

In this webinar, we walk you through the Legacy Values Cards exercise, a powerful tool that will help you uncover your clients' values and beliefs. By the end of this session, you'll have the skills to build stronger, more meaningful relationships with your clients and help them achieve their financial goals in a way that aligns with their values and vision for the future.

What's Available:

  1. Downloadable Tool
  2. Video Overview of the Tool

 

 

Journey Stage:

Deliver
Strategy Risk Image

Strategy Risk Tolerance Profile

As a financial advisor, your job is to help your clients achieve their financial goals. But in order to truly understand their vision for the future, it's important to understand their values and the experiences that have shaped them.In this webinar, we walk you through the Legacy Values Cards exercise, a powerful tool that will help you uncover your clients' values and beliefs. By the end of this session, you'll have the skills to build stronger, more meaningful relationships with your clients and help them achieve their financial goals in a way that aligns with their values and vision for the future.

What's Available:

  1. Downloadable Tool
  2. Video Overview of the Tool

 

 

 

Journey Stage:

Deliver
Discovering Client Hobbies, Interests and Activities

Hobbies, Interests & Activities Questionnaire

As a financial advisor, your job is to help your clients achieve their financial goals. But in order to truly understand their vision for the future, it's important to understand their values and the experiences that have shaped them.In this webinar, we walk you through the Legacy Values Cards exercise, a powerful tool that will help you uncover your clients' values and beliefs. By the end of this session, you'll have the skills to build stronger, more meaningful relationships with your clients and help them achieve their financial goals in a way that aligns with their values and vision for the future.

What's Available:

  1. Downloadable Tool
  2. Sample Email Script to Introduce it

 

Journey Stage:

Deliver
The Legacy Questionnaire Image

The Legacy Questionnaire

As a financial advisor, your job is to help your clients achieve their financial goals. But in order to truly understand their vision for the future, it's important to understand their values and the experiences that have shaped them.In this webinar, we walk you through the Legacy Values Cards exercise, a powerful tool that will help you uncover your clients' values and beliefs. By the end of this session, you'll have the skills to build stronger, more meaningful relationships with your clients and help them achieve their financial goals in a way that aligns with their values and vision for the future.

What's Available:

  1. Downloadable Tool
  2. Fillable tool (for clients to fill out electronically)
  3. Video Lesson
  4. Ability to enter into Qualitate application to produce a deliverable

 

Journey Stage:

Deliver
The Legacy Family Questionnaire (Adult Children) Image

The Legacy Family Questionnaire

As a financial advisor, your job is to help your clients achieve their financial goals. But in order to truly understand their vision for the future, it's important to understand their values and the experiences that have shaped them.In this webinar, we walk you through the Legacy Values Cards exercise, a powerful tool that will help you uncover your clients' values and beliefs. By the end of this session, you'll have the skills to build stronger, more meaningful relationships with your clients and help them achieve their financial goals in a way that aligns with their values and vision for the future.

What's Available:

  1. Downloadable Tool
  2. Video Lesson

 

 

Journey Stage:

Deliver
The Legacy Business Questionnaire

The Business Questionnaire

As a financial advisor, your job is to help your clients achieve their financial goals. But in order to truly understand their vision for the future, it's important to understand their values and the experiences that have shaped them.In this webinar, we walk you through the Legacy Values Cards exercise, a powerful tool that will help you uncover your clients' values and beliefs. By the end of this session, you'll have the skills to build stronger, more meaningful relationships with your clients and help them achieve their financial goals in a way that aligns with their values and vision for the future.

What's Available:

  1. Downloadable Tool
  2. Video Highlight
  3. Ability to enter into Qualitate Application to produce a deliverable

 

 

Journey Stage:

Deliver
The Legacy Business Questionnaire

The Family Business Questionnaire

As a financial advisor, your job is to help your clients achieve their financial goals. But in order to truly understand their vision for the future, it's important to understand their values and the experiences that have shaped them.In this webinar, we walk you through the Legacy Values Cards exercise, a powerful tool that will help you uncover your clients' values and beliefs. By the end of this session, you'll have the skills to build stronger, more meaningful relationships with your clients and help them achieve their financial goals in a way that aligns with their values and vision for the future.
What's Available:
  1. Downloadable Tool
  2. Video Highlight
  3. Ability to enter into Qualitate Application to produce a deliverable

 

 

Journey Stage:

Deliver