RECENT & UPCOMING
Watch Now: Q2 2023 Quarterly Seminar: Sparking a Connection with Disengaged Clients
Pro & Pro Plus Members Only - Review the most recent Quarterly Seminar and learn ways to spark the attention of disengaged clients.
Available now: Inspiring Female to Financial Confidence
A Whole Family Advisor® Elective Course - in a self-paced, virtual format - designed to help advisors more effectively serve their disengaged female clients.
Monthly Best Practices Archive
Pro & Pro Plus Members Only - Check out the archive of Monthly Best Practices
"As an Advisor, you are in a key position to instill financial confidence in females and prepare them to take control of their finances."
FEATURED CONTENT
Basic | Pro | Pro+
The Parenting Butterfly Metaphor
Enjoy this conversational video from Legacy Capitals on the topic of parenting and empowerment.
Pro | Pro+
Struggling Vines Produce the Best Wine
This article outlines how parents can help their children to flourish by avoiding either end of the suffering-continuum, and allowing their children to struggle.
Pro+
Engaging the RisingGen in Financial Education
This article discusses the importance of educating your children about money and indicates key opportunities found in day-to-day life for engaging the Rising Generation in financial education