Video Lesson Download Video Lesson Download Bridging the Generational Gap – Course Workbook Bridging the Generational Gap – Course Workbook

Video Transcript Lesson Download Video Transcript Welcome to the Immersion Program! This program is designed to transform you into a confident, high-performing advisor. By going through this course, you’ll master 8 essential milestones that will revolutionize your sales and discovery process. When you handle these 8, things start to change immediately, and we guarantee that…

Video Transcript Lesson Download Video Transcript Welcome to this course on Integrating Fee Planning Into your Practice. Here at Legacy we’re strong believers in charging a fee for your advice, so we’re thrilled you’re here. While the purpose of this course is to incorporate planning fees, it’s also to help you grow and to help…

Video Transcript Lesson Downloads Audio Video Welcome to the Legacy Stage. Transcript If you’re going to work hard, you may as well work hard to build something with some sort of enduring value, something that’s going to last. It might endure because it carries on beyond you, or it might endure because of the impact…

Video Transcript Lesson Downloads Audio Video Welcome to the Anchor Stage. Transcript Welcome to Anchor. Anchor is designed to lock in all the work you’ve done to be able to serve new clients. You’ve worked hard to get at who would you serve? How would you meet them? You met them, you work through some…

Video Transcript Lesson Downloads Audio Video Welcome to the Focus Stage. Transcript First, and this is first for every stage as you go through your growth journey, print the workbook. Either print it physically or get it on your tablet, so you can take notes. But print it. You’re going to need it. We’re going…

Video Transcript Audio Video Welcome to the Deliver Stage. Transcript Welcome to the Deliver Stage. This stage is all about delivering your genius. Delivering advice that flows from empathy, understanding, and world-class planning and leads to appropriate product selection. It’s all about keeping that promise that you made to the prospect when they agreed to…

Video Transcript Audio Video Transcript The Strategy Risk Tolerance Index™ is a tool that you can use in your initial discovery engagement to measure how much risk a client will cope with in order to accomplish their goals. This next video will take you through this tool and how you can use it with your…

Video Transcript Audio Video Transcript So you want to be an expert, do you? Well you just made a great decision. You can jump around in this section, so if there’s a topic that interests you we encourage you to jump ahead. Take a look at the videos that matter most to you and become…

Video Transcript Audio Video Welcome to the Promise Stage. Transcript So, here’s a rapid intro into the Promise Stage. We know you don’t want a long drawn out set-up, so let me get into the content. Here it is. The Promise Stage is exactly that. It’s about making a new promise to your prospective clients…