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.
Individual Membership Plans
Basic
Pro
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.
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.
Receive a 10% discount code toward a purchase of an individual Whole Family Advisor course or the entire bundle of Whole Family Advisor courses. For more details, or to sign up for courses, click here.
Pro +
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.
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.
Receive a 20% discount code toward an individual Whole Family Advisor course or the entire bundle of Whole Family Advisor courses. For more details, or to sign up for courses, click here.
Join the Purposeful Planning Institute and get $100 off your first year subscription for new members. Contact us for more information.
Enterprise Membership Plans
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
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.