Advisor Growth Webinar Series

Advisor Growth Webinar Series

Upcoming Webinars

The Financial Life Stages

October 11, 2022 @ 2PM Eastern

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.

Differentiate Your Client Deliverables

October 18, 2022 @ 1PM Eastern

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.

The Growth Roadmap for Financial Advisors

November 3, 2022 @ 1PM Eastern

There are so many possibilities to create growth, that it can be overwhelming to decide where to start. If you're like most of our clients before they engaged us, you're likely pushing a bunch of different levers in your business trying to find the right mix, or maybe you are stuck on where to even start. In this session, we will introduce you to the Advisor Growth Journey, the only comprehensive journey for financial advisor growth. Not sure what stage of the journey is your priority? No problem, take our assessment and let us help define your ideal starting point.

On-Demand Webinars

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

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

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.