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…
Tag: pro plus post
An Index of The 50 Most Popular Resources
Our Resource Hub is an ever-growing abundance of videos, podcasts, articles, tools, and more for our Advisor Members. With over 120 resources availabl…
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…
Engaging the RisingGen in Financial Education
This article discusses the importance of educating your children about money and indicates key opportunities found in day-to-day life for engaging the…
The Parenting Butterfly Metaphor
Enjoy this conversational video from Legacy Capitals on the topic of parenting and empowerment.
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…
Does Culture Really Eat Strategy? The Importance Of Family Business Continuity Planning
In this article, Richard Orlando discusses the vital role that both strategy and culture play in the success, or failure, of family businesses.
Are You Prepared to Engage Your Female Clients?
This article discusses the role women are playing in changing the landscape of the financial industry and the increasing need for Advisors to respond …
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…
4 Tips for Millennials Coming Into Family Wealth
This article, written by Dr. Richard Orlando, outlines 4 tips to help millennials prepare for the opportunity and responsibility of wealth.
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…