Advisor Growth Webinar Series

Advisor Growth Webinar Series

Upcoming Webinars

Staying out of the Weeds of Operations

July 13, 2022 @ 1PM Eastern

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.

Join us on July 13th for a 20-minute session with Co-Founder and Managing Partner, Todd Fithian as he covers our Advisor Business Org Chart to learn to keep advisors "out of the weeds" of operations for good.

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.

Join us on August 16th at 1 PM EST for Differentiate Your Planning With Qualitative Discovery

Can't make the event? Register and visit this page for the recording.


To Charge a Fee or Not to Charge, That is the Question

September 1, 2022 @ 1PM Eastern

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.

Join our Co-Founder and Managing Partner, Todd Fithian on September 1st at 1 PM EST.

Can't make the date? Register for the event and check back on this page after September 1st!


The Power of First Impressions: The Bridge Talk

September 27, 2022 @ 1PM Eastern

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 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.

On-Demand Webinars

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.

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.

Already a Legacy member? Click below to see our full list of events and get access to our library of on-demand webinars.

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