Advisor Memberships
Empowering you to better serve the multigenerational planning needs of your client-families
Discover which membership level is the right fit for you:
membership features
Resource Hub
Gain access to our ever-growing abundance of videos, podcasts, articles, tools, and more.
Community Events
Exclusive invitations to community events to learn from your peers and connect around relevant topics
Monthly Best Practices
Receive monthly best practices from our Legacy Capitals team of industry experts.
Advisor Seminars
Exclusive invitation to our quarterly seminars featuring industry leading topics.
Basic
Always
Free!
Pro
Expanded sample of articles, blogs, templates, etc. to equip you as a Whole Family Advisor and to add value to your client-families and prospects by sharing our relevant content with them.
Expanded sample of audio/podcast files to equip you as a Whole Family Advisor and to add value to your client-families and prospects by sharing our relevant content with them.
Expanded sample of videos to equip you as a Whole Family Advisor and to add value to your client-families and prospects by sharing our relevant content with them.
Receive a monthly best practices email providing ideas related to professional development and, client retention and acquisition.
Participate in our quarterly one-hour advisor seminars to continue your professional development as a Whole Family Advisor and learn from from other Advisors.
For Advisors who have completed our Whole Family Advisor®️ Training Program: 100% discount on our WFAA Certification. For more details, or to register for certification, click here.
Additional benefits of WFAA Certification include:
- Use the designation WFAA in your marketing materials and online social media accounts.
- Co-brand (add your logo) to the PDF-based tools that you were given via our Family Engagement Tools course.
Exclusive invitations to community events to learn from your peers and connect around relevant topics.
Pro +
Our growing full suite of articles, blogs, templates, etc. to equip you as a Whole Family Advisor and to add value to your client-families and prospects by sharing our relevant content with them.
Our growing full suite of audio/podcast files to equip you as a Whole Family Advisor and to add value to your client-families and prospects by sharing our relevant content with them.
Our growing full suite of videos to equip you as a Whole Family Advisor and to add value to your client-families and prospects by sharing our relevant content with them.
Receive a monthly best practices email providing ideas related to professional development and, client retention and acquisition.
Participate in our quarterly advisor seminars to continue your professional development as a Whole Family Advisor and learn from from other Advisors.
Add your logo to our shareable written content (e.g., articles) within the Resource Hub.
Contact a Legacy Capitals professional to discuss a client or prospect opportunity.
For Advisors who have completed our Whole Family Advisor®️ Training Program: 100% discount on our WFAA Certification. For more details, or to register for certification, click here.
Additional benefits of WFAA Certification include:
- Use the designation WFAA in your marketing materials and online social media accounts.
- Co-brand (add your logo) to the PDF-based tools that you were given via our Family Engagement Tools course.
Download and read our eBooks.
Exclusive invitations to community events to learn from your peers and connect around relevant topics.
PRO +
up to 5 members
Semi-annual
$1,188
$5,760 / 6 months
Annual
$11,520
$10,560 / year
Exclusive invitations to community events to learn from your peers and connect around relevant topics.
Receive a monthly best practices email providing ideas related to professional development and, client retention and acquisition.
Add your logo to our shareable written content (e.g., articles) within the Resource Hub.
Register and complete an individual Whole Family Advisor® course or the entire bundle of Whole Family Advisor® courses.
For Advisors who have completed our Whole Family Advisor®️ Training Program: 100% discount on our WFAA Certification. For more details, or to register for certification, click here.
Additional benefits of WFAA Certification include:
- Use the designation WFAA in your marketing materials and online social media accounts.
- Co-brand (add your logo) to the PDF-based tools that you were given via our Family Engagement Tools course.
Join the Purposeful Planning Institute and get $100 off your first year subscription for new members. Contact us for more information.
PRO +
6-15 members
Semi-Annual
$1,188
$10,800 / 6 months
Annual
$21,600
$19,800 / year
Exclusive invitations to community events to learn from your peers and connect around relevant topics.
Receive a monthly best practices email providing ideas related to professional development and, client retention and acquisition.
Add your logo to our shareable written content (e.g., articles) within the Resource Hub.
Register and complete an individual Whole Family Advisor® course or the entire bundle of Whole Family Advisor® courses.
For Advisors who have completed our Whole Family Advisor®️ Training Program: 100% discount on our WFAA Certification. For more details, or to register for certification, click here.
Additional benefits of WFAA Certification include:
- Use the designation WFAA in your marketing materials and online social media accounts.
- Co-brand (add your logo) to the PDF-based tools that you were given via our Family Engagement Tools course.
Join the Purposeful Planning Institute and get $100 off your first year subscription for new members. Contact us for more information.
Other
Enterprise Plans
Let's customize the
plan that's right for you!
PRO +
up to 5 members
Semi-annual
$1,188
$5,760 / 6 months
Annual
$11,520
$10,560 / year
Exclusive invitations to community events to learn from your peers and connect around relevant topics.
Receive a monthly best practices email providing ideas related to professional development and, client retention and acquisition.
Add your logo to our shareable written content (e.g., articles) within the Resource Hub.
Register and complete an individual Whole Family Advisor® course or the entire bundle of Whole Family Advisor® courses.
For Advisors who have completed our Whole Family Advisor®️ Training Program: 100% discount on our WFAA Certification. For more details, or to register for certification, click here.
Additional benefits of WFAA Certification include:
- Use the designation WFAA in your marketing materials and online social media accounts.
- Co-brand (add your logo) to the PDF-based tools that you were given via our Family Engagement Tools course.
Join the Purposeful Planning Institute and get $100 off your first year subscription for new members. Contact us for more information.
PRO +
6-15 members
Semi-Annual
$1,188
$10,800 / 6 months
Annual
$21,600
$19,800 / year
Exclusive invitations to community events to learn from your peers and connect around relevant topics.
Receive a monthly best practices email providing ideas related to professional development and, client retention and acquisition.
Add your logo to our shareable written content (e.g., articles) within the Resource Hub.
Register and complete an individual Whole Family Advisor® course or the entire bundle of Whole Family Advisor® courses.
For Advisors who have completed our Whole Family Advisor®️ Training Program: 100% discount on our WFAA Certification. For more details, or to register for certification, click here.
Additional benefits of WFAA Certification include:
- Use the designation WFAA in your marketing materials and online social media accounts.
- Co-brand (add your logo) to the PDF-based tools that you were given via our Family Engagement Tools course.
Join the Purposeful Planning Institute and get $100 off your first year subscription for new members. Contact us for more information.
Other
Enterprises
Let's customize the
plan that's right for you!
PRO +
up to 5 members
Receive a monthly best practices email providing ideas related to professional development and, client retention and acquisition.
Add your logo to our shareable written content (e.g., articles) within the Resource Hub.
Register and complete an individual Whole Family Advisor® course or the entire bundle of Whole Family Advisor® courses.
For Advisors who have completed our Whole Family Advisor®️ Training Program: 100% discount on our WFAA Certification. For more details, or to register for certification, click here.
Additional benefits of WFAA Certification include:
- Use the designation WFAA in your marketing materials and online social media accounts.
- Co-brand (add your logo) to the PDF-based tools that you were given via our Family Engagement Tools course.
Join the Purposeful Planning Institute and get $100 off your first year subscription for new members. Contact us for more information.
PRO +
6-15 members
Receive a monthly best practices email providing ideas related to professional development and, client retention and acquisition.
Add your logo to our shareable written content (e.g., articles) within the Resource Hub.
Register and complete an individual Whole Family Advisor® course or the entire bundle of Whole Family Advisor® courses.
For Advisors who have completed our Whole Family Advisor®️ Training Program: 100% discount on our WFAA Certification. For more details, or to register for certification, click here.
Additional benefits of WFAA Certification include:
- Use the designation WFAA in your marketing materials and online social media accounts.
- Co-brand (add your logo) to the PDF-based tools that you were given via our Family Engagement Tools course.
Join the Purposeful Planning Institute and get $100 off your first year subscription for new members. Contact us for more information.