In this Q2 2024 Quarterly Seminar, Kristen Heaney from the Legacy Capitals team, had a conversation with two RisingGens who reflected candidly on the …
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 …
In this Q3 2023 Quarterly Seminar the Legacy Capitals team presented ways equip Advisors to better understand and expand the value they bring to their…
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 …
In this Q4 2022 Quarterly Seminar, the Legacy Capitals team presented strategic and practical ways that you can capture the attention of your clients …
In this Q3 2022 Quarterly Seminar, the Legacy Capitals team presented some strategic and intentional steps your clients can be taking to begin pulling…