Advisors are commonly asked to have a distinct value proposition that they can share with their clients and prospective clients. Most focus on serving…
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…
Our Resource Hub is an ever-growing abundance of videos, podcasts, articles, tools, and more for our Advisor Members. With over 120 resources availabl…
This article outlines how parents can help their children to flourish by avoiding either end of the suffering-continuum, and allowing their children t…
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…
This article discusses the role women are playing in changing the landscape of the financial industry and the increasing need for Advisors to respond …