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 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…
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…
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.
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 …
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…