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LEGACY TOOLS OF ENGAGEMENT

Enhance Your Practice - Increase Retention - Grow Your Business

Know Your Clients' Values System

When you know 8 of your clients’ core values they’ll give you 100% of their assets to manage and 4.1 introductions, on average, according to Forbes writer Russ Alan Prince.

When you know 5 core values you’ll get 72% of their assets to manage and 1.7 introductions.

When you know 3 or less core values you’ll get 50% or less of their assets to manage and zero introductions.

Bottom line: As a Financial Advisor, Wealth Manager, Estate Planner or any consultant serving families, knowing your clients’ values system increases revenue, client retention, introductions and ultimately the value of your practice.

That’s what our Legacy Tools of Engagement can do for you!

Tools of Engagement

LEGACY
ESSENTIALS SYSTEM
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An entry level suite of legacy tools for client and prospect engagement, with minimal effort & expense

LEGACY
COACHING SYSTEM
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Client-interactive legacy coaching tools and training, strategic marketing, implementor support, and more.

LEGACY
CUSTOMIZATIONS
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Personalized legacy products & services to make a memorable impression with your successful Legacy Program 

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