Q3 2023 Quarterly Seminar: Effectively Engage Your Family Business Clients
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…
Category: 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 t…
Q2 2023 Quarterly Seminar: Sparking a Connection with Disengaged Clients
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…
It’s About So Much More Than the Numbers Plug-And-Play Client Presentation & Presenter Notes
Invite your disengaged clients to this seminar which includes plug-and-play editable slide deck and presenter note templates.
Advisor Guide for the Financial Confidence Tool
Use this Advisor Guide to help you best utilize the Financial Confidence Tool with your clients.
Financial Confidence Tool
Invite clients to complete this brief survey so you can better understand their current level of acumen related to the oversight of their resources.
Letter of Wishes Samples
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…
Legacy Message Samples
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…
Q1 2023 Quarterly Seminar: Sparking a First Generation+ Mindset in the RisingGen
In this Q1 2023 Quarterly Seminar, the Legacy Capitals team introduced Advisors to the concept First Generation+ Mindset, which describes a RisingGen…
First Generation+ Mindset
This video explains how a Rising Generation family member can build a First Generation+ Mindset - living empowered and engaged as stewards of their fa…
First Gen+ Mindset: Assess Your Readiness to Empower Your RisingGen
This tool helps families with adult/young adult children assess their mindset so they can then develop a strategic plan to prepare and empower them to…