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Posts Tagged ‘Client Facing Tools’

Planning Table Tool

Planning Table Tool

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Strategy Risk Tolerance Index™

Strategy Risk Tolerance Index

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Complexity Threshold Index™

Complexity Threshold Index

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Wealth Optimization System™

Wealth Optimization System PPT

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The Planning Horizon®

Planning Horizon

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Discovery Insight Workbook

DIW – Short Version

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Legacy helps financial advisors grow. For over 23 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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