In this Q2 2023 Quarterly Seminar the Legacy Capitals team presented ways to spark the attention of disengaged clients and communicate that, as a Whol…
This article discusses the role women are playing in changing the landscape of the financial industry and the increasing need for Advisors to respond …
These sample Letter of Wishes are meant to be an example of how LeadingGen family members can provides guidance to trusted advisors, guardians, and/or…
These three sample Legacy Messages are meant to be an example of how LeadingGen family members can communicate the values and intentions of their esta…