Advisor Growth Webinar Series
Upcoming Webinars
Marketing with Purpose
February 8, 2023 @ 1PM Eastern
It’s early in the year and we’ve all set goals for ourselves.
How many prospects do you need to find? Out of those how many will you close? The math behind our production plan builder is simple, but it can speak volumes about what is needed to be done to meet your personal income goal.
At Legacy, that goal is non-negotiable. Do you know how we can be sure you hit it?
Join us in this fast-paced session where we will break down our Production Plan Builder and help you get closer to your goals.
Demonstrate your Difference with the Legacy Approach Talk
February 21, 2023 @ 1PM Eastern
Most advisors like to say they are different, but this is your first opportunity to demonstrate that difference. By using The Planning Horizon® and The Wealth Optimization System®, 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.
Join us on February 21 to learn more about how we can help you stand out in a crowded marketplace.
How do you Identify your Ideal Client?
March 2, 2023 @ 1PM Eastern
Failing to know who your ideal client is, is often where advisors go wrong when it comes to marketing.
Oftentimes, advisory firms operate their companies for years without truly knowing who their ideal audience is, questioning why the sales process always remains so hard and why it never seems to flow.
The more you know your ideal client, the easier it will be for you to create content that speaks directly to them. When a potential client feels like you "get them," your offer becomes much more appealing. (And when it comes to selling vs. marketing, you can sell to whomever you want!)
Join us in this session where we'll demonstrate the Ideal Client Identifier.
Your Best Client is Their Best Prospect
March 14, 2023 @ 1PM Eastern
At Legacy, we're strong believers that the relationship is the one thing that cannot be commoditized.
We all work in the relationship business, but oftentimes we take for granted the strategy behind building relationships.
Meanwhile, your best client is another advisors best prospect – which opens the opportunity for someone to poke holes in your work, or even worse, take all of your hard work over.
Join us on March 14 for a brief 30-minute session and we'll show you how to avoid this once and for all.
Cracking the Code on Working with 3rd Party Professionals
April 4, 2023 @ 1PM Eastern
Many advisors we meet would agree that working with 3rd party professionals has historically been a one-sided transaction.
Reciprocation is rare and identifying the true active promoters for you and your business can be hard to find.
In this session, we will focus on how you can identify those active promoting 3rd party professionals and how you can open the door for them to facilitate business.
On-Demand Webinars
Differentiate Your Client Deliverables
The Financial Life Stages
Learn how to open up conversations with your HNW and UHNW Clients and Prospects with our Life Stages talk and unlock endless possibilities for planning.
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The Power of First Impressions: The Bridge Talk
The moment where your activity and the quality of your relationships intersect is when you first meet a potential client. The moment that you sit down and start to have “the conversation,” is the make-it-or-break-it moment. It doesn’t mean that there aren’t other factors that will affect your career, but when you first meet, that’s when the magic happens.
Forget the Elevator Pitch and learn how to effectively use our Bridge TalkTM to differentiate yourself from the first interaction.
The 4 Decisions Clients Must Make to Prevent Them From Getting Stuck or Stalled
To Charge a Fee or Not to Charge, That is the Question
There is an ongoing debate with regard to an AUM Model, Fees for planning, or Hybrid. Regardless of where you are today, or where you want to be in the future, there are roads that need to be navigated.
Listen now to Co-Founder and Managing Partner, Todd Fithian.
With Passcode H4jX#+8c
Differentiate your Planning with Qualitative Discovery
August 16, 2022 @ 1PM Eastern
The reality is, planning and planning deliverables all look relatively the same to clients, but they don't have to. The leading advisors of the future will lead with a truly qualitative approach to discovering the client's desires and intentions.
Learn how uncovering your client's Values, Vision, and Goals for the future not only creates an entirely different client experience but unlocks endless opportunities for your services.
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Learn the Secret to Creating High Trust Relationships, Every time
August 2, 2022 @ 1PM Eastern
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Staying out of the Weeds of Operations
We consistently hear from advisors that say they oftentimes ebb and flow between production and operations. Usually, the days spent doing operations are agonizing. Let us show you a structure that can help solve that.
Learn a business structure that can deliver better results, easier and faster. This isn't just any old organization chart. Delineate the productivity and operations of your business so everyone is on the same page.
Listen to this webinar as we cover our Advisor Business Org Chart to learn to keep advisors "out of the weeds" of operations for good.
With Passcode Q7XG51G*
Navigating Your Client's 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.
How to Become Referable
Referrals are an important part of any financial advisory business. Asking for referrals, though, has historically been challenging. In this webinar, we'll show you how to do it effectively once and for all.
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Creating your Tangible Marketing Plan
Creating 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. However, if you're like many of our clients, knowing where to start is often the challenge.
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Introducing the Advisor Growth Journey
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