Study Group Calls

Study Group Calls

 These calls will be interactive peer-to-peer sessions on various topics, led by a Legacy facilitator. Click the Register Now buttons to add each call to your calendar.

Marketing Study Group

6D_Blog_2015-08-17 The Psychology of First Impressions

Having a clearly defined marketing strategy for your business is critical to driving the highest results possible, and putting a plan in place will ensure you have the best year ever. But how do you do that, and where do you begin? This study group on Marketing will help you zero in on the things that matter most for getting in front of the right types of people and generating growth.

Come prepared to share and learn with the group virtually once a month about what's working for you in your marketing efforts, what's not working, questions you have, etc.

Upcoming Calls

January 26, 2023 @ 1PM Eastern

April 27, 2023 @ 1PM Eastern

February 27, 2023 @ 1PM Eastern

May 23, 2023 @ 1PM Eastern

March 28, 2023 @ 1PM Eastern

June 20, 2023 @ 1PM Eastern

Operational Excellence Study Group - Coming Soon!

Org chart image

Having the right team members in the right seats is a key characteristic of an excellent operation. How you organize the channels of communication and execution, however, is when everything starts to shift. We are constantly being asked for help with gaining control of time and we’ve been able to do that while driving growth results for the business. For many advisors, they just want to focus on meeting with current and future clients or networking, but the reality is that some days they’re an advisor and some days they’re having to lead operations. The good news is that it doesn’t have to be this way and we can talk about how.

Get on the waitlist! If you are interested in the Operational Excellence Study Group, fill out the form below and we'll let you know once the kick-off date is set.

Generational Engagement Study Group - Coming Soon!

Poster Family Photo Different Generations Flat. Grandmother and Grandfather are Sitting Couch with Baby their Arms, Adult Children and Grandchildren Different ages are Standing Next to them.

Advisors are seeing that their lack of generational reach is putting them at relational risk with clients. It might be an aging population of clients, a lack of consistent connection to the next generation or spouse, or a wealthy clientele where there is more work to be done but not knowing how to start the dialogue. This Study Group will be focused on addressing and preparing to ensure advisors are retaining the relationships and the wealth as they move further into that role on the client's side of the table as their most trusted advisor.

Get on the waitlist! If you are interested in the Generational Engagement Study Group, fill out the form below and we'll let you know once the kick-off date is set.