Advisor Growth Webinar Series

Advisor Growth Webinar Series

Upcoming Webinars

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The Power of Being Qualitative: Prioritizing Your Client's Best Interests

June 7, 2023 @ 2PM Eastern

The goal of a Financial Advisor is to help clients achieve their financial dreams. But to truly make a difference in their lives, it's important to go beyond just providing resources, products, and strategies. Being qualitative means putting your client's best interests above your own and taking a holistic approach to understand what truly matters to them.

In this webinar, we'll explore the power of being qualitative, and why intentional listening, empathy, and communication are key components of a successful financial advisor-client relationship.

Join us for an insightful session on how to prioritize your client's needs and aspirations and create a truly impactful and meaningful partnership.


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10 Client Facing Tools in 20 Minutes

June 28, 2023 @ 1PM Eastern

We're thrilled to showcase a suite of cutting-edge client-facing tools that are revolutionizing the way advisors engage with their clients.

During this session, we'll delve into a range of powerful tools that empower advisors to deliver exceptional financial planning experiences. From streamlining processes to uncovering critical insights, these tools are instrumental in cultivating trust, understanding client needs, and designing tailored strategies.

Our lineup of tools includes:
1. The Planning Table
2. Complexity Threshold Index
3. Strategy Risk Tolerance
4. The Legacy Questionnaire
5. The Business Questionnaire and Family Business Questionnaire
6. The Family Questionnaire
7. The Planning Horizon
8. Values Cards
9. Marketing Video Asset for your website (The Planning Horizon)
10. Marketing Video Asset for your website (On your process)



The First Meeting Confidence Test: How Prepared Are You for Prospects?

July 12, 2023 @ 2PM Eastern

Advisors spend dollars, time, and effort attracting their perfect prospect, and then simply wing it as they walk through the door. More oftentimes than not successful advisors can work through it…but what if you had the consistency to nail it every time? In this session, we'll cover key aspects of our Approach Talk. You'll learn:

  • The importance of a consistent approach
  • Why you need to shift your focus from tactics to understanding
  • The power of active listening
  • How Legacy can help you deploy strategies to maximize conversion rates and foster long-term client relationships

Join us on July 12 at 2PM EST for an engaging webinar that will revolutionize your client engagement approach.


Discovery Insight Workbook

Discover the Secret to Understanding your Clients Needs and Aspiration

August 1, 2023 @ 2PM Eastern

Many advisors we meet would like to think they do in-depth discovery. The truth is many are just scratching the surface. It begs the question, if advisors’ clients are not crystal clear on what they want in the future, how are advisors coming to the table with solutions that aren’t pre-packaged?

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.


On-Demand Webinars

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Discovering Your Client's Values: A Financial Advisor's Guide to Building Stronger Relationships

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.



The Secret to Client Decision Making

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.

Come learn more about our GISOR Model in this brief 20-minute session.







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Active Promoters & The Legacy Introduction Process

There’s a large degree of difference between those who can and will promote, and those who can but won’t influence introductions.

We’ll delve into the difference between the two while providing you with some proven techniques that will increase the number of introductions you get.

Our clients who have deployed our approaches to their client engagement have increased the number of introductions they receive on average by 58%. Asking matters, but having a strategy for asking makes the difference.





Supercharge Your Growth and Marketing With Video

As you look to differentiate, emphasize the human side, and attract more of your ideal clients, no medium is more effective than video. Whether you operate in person, virtual or hybrid, leveraging authentic and impactful video in your marketing is easier than ever.

In this session, Katie Braden of Advisor Video Marketing will show you exactly how to get started today, how to maximize your ROI early on, and why a few minutes of video creation each week could be the best investment you make in your business - and yourself - this year.




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Client Deliverables that Avoid Indecision

Come learn how Qualitate, the innovative qualitative software for financial advisors, can help you eliminate client indecision.

Qualitate combines traditional financial and estate planning tools with advanced qualitative discovery to understand your client's wants, desires, and priorities, helping you create powerful client relationships.

We'll show you how Qualitate enables you to provide customized presentations personalized to your client's needs, helping them make decisions quickly and confidently.

With Qualitate's easy-to-access sections, you can progressively build out your client profile over time, ensuring that you have all the information you need to make informed recommendations.

Watch now to discover how Qualitate's qualitative approach can enhance your client experience and lead to successful outcomes.



Cracking the Code on Working with 3rd Party Professionals

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 focus on how you can identify those active promoting 3rd party professionals and how you can open the door for them to facilitate business.


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Your Best Client is Their Best Prospect

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.


Resilient Family Teamwork

The Resilient Family: Why resilience plays a critical role in client engagements and what you can do about it

A family's financial capital is better preserved when its family capital is resilient. Why? Because resilient families communicate better, are better at making decisions, and stay connected to each other even through setbacks and challenges. 

In this webinar, Kristin MacDermott of The MacDermott Method give advisors an overview of the four components of resilient families who thrive across generations. She also provides an assessment tool advisors can use to help families pinpoint and strengthen areas of weakness while leaning into areas of strength. When advisors offer families concrete steps they can take to become more resilient and grow closer as a family unit, families are more engaged and more appreciative of their advisor. In addition, the advisor can form relationships with NextGens and have a lasting impact on the family's future.


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How do you Identify your Ideal Client?

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!)

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Demonstrate your Difference with the Legacy Approach Talk

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. 

Listen to the recording to learn more about how we can help you stand out in a crowded marketplace.


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Marketing with Purpose

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?

In this session we will break down the Production Plan Builder and help you get closer to your goals.

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Differentiate Your Client Deliverables

To clients and prospects, financial plan deliverables all look the same from one advisor to the next. Behavioral psychology tells us that they are focused on the wrong things. In this fast-paced session, we will introduce you to Qualitate, proprietary software developed by Legacy to document, capture and report on the things that matter most to your clients. Because the available financial planning software continues to focus 99% on quantitative analysis, these additional resources will not only have your presentations looking and feeling entirely different, you'll also be creating more powerful relationships.
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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.

With Passcode 8DtXb.rE

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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.

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The 4 Decisions Clients Must Make to Prevent Them From Getting Stuck or Stalled

You've had success moving clients through the process and then the next time it doesn't go quite the same way. In this session, we will share our leading practice for navigating these decisions successfully so you and your team can have a methodology for knowing where clients are and what you need to do to move them where you want them to be. 

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.

With Passcode Af.O54Uv


Learn the Secret to Creating High Trust Relationships, Every time

August 2, 2022 @ 1PM Eastern

You've likely heard lots of people talk about trust; heck, you may have read books or even taken a course. However, it still doesn't occur the way you want, consistently. During this fast-paced session, we will help you understand the science behind trust as well as give you specific techniques to create the highest trust relationships possible.

With Passcode @i3@2n@Q

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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.

With Passcode .Eb9nzQ8

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.

In this webinar, you'll learn:

1. Exactly how to define your Niche Market

2. How to create your list of Niche prospects

3. How to communicate to your Niche prospects

4. How to build your revenue production plan

5. How to build your marketing plan to drive your revenue goal

Introducing the Advisor Growth Journey

After working with thousands of advisors, we've mapped out The Advisor Growth Journey so that you can travel it as directly and efficiently as possible.

The journey will allow you to better affect who you reach out to with a niche market that resonates, how you reach out to that market, what you say when you connect, how the first meeting plays out, how discovery happens, how you anchor the client for the future and how you set the legacy for yourself.

We encourage you to bring your teams along with you, the journey is scaled to help all roles and is designed to help grow all aspects of your business.

With Passcode &j@Viz4F

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Not a member? Click below to book a time with Mike.