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: Quarterly Seminar
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…
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…
Q4 2022 Quarterly Seminar: 3 Ways to Connect With Your Client-Families at Year-End
In this Q4 2022 Quarterly Seminar, the Legacy Capitals team presented strategic and practical ways that you can capture the attention of your clients …
Q3 2022 Quarterly Seminar: Helping Your Clients Move Towards Transparency With Their Adult Children
In this Q3 2022 Quarterly Seminar, the Legacy Capitals team presented some strategic and intentional steps your clients can be taking to begin pulling…
Q2 2022 Quarterly Seminar: The Art of Legacy Planning
In this Q2 2022 Quarterly Seminar, the Legacy Capitals team presented how Whole Family Advisors can help their clients better answer the question: Wha…
Q1 2022 Quarterly Seminar: Connecting with your RisingGen Clients
In this Q1 2022 Quarterly Seminar, the Legacy Capitals presented four common "tangles" that RisingGen family members commonly face