Advisor Growth Webinar Series

Advisor Growth Webinar Series

Upcoming Webinars

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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.

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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.

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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.

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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

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 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

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.

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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.

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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.

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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.

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.

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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.