Our Resource Hub is an ever-growing abundance of videos, podcasts, articles, tools, and more for our Advisor Members. With over 120 resources available to our members, This index will inspire and guide you as you explore our most popular resources.
Review these sample shared values statements when working with your clients on how the incorporate their values into their estate planning
In this Q4 2023 Quarterly Seminar the Legacy Capitals team presented shared what it means to love one’s clients and why this is important to Advisors and the clients they serve.
Advisors are commonly asked to have a distinct value proposition that they can share with their clients and prospective clients. Most focus on serving the decision-maker(s) in their client families, which prevents them from providing their “whole” value to the clients they serve. In this episode, Dr. Richard Orlando shares what it means to love one’s clients and why this is important to Advisors and the clients they serve.
