Legacy Insights Newsletter

As a financial advisor, you're constantly juggling multiple responsibilities. To help you streamline your practice, we have a bunch of new resources for you. From onboarding new team members to crafting engaging content, these resources are designed to make your life easier and drive your practice forward.

LATEST TOOLS

1. This month, we rolled out a new resource to help you streamline your new employee onboarding process. This framework will help integrate new hires into your practice and includes:

• Pre-Onboarding:?Setting the stage for a smooth start
• Orientation:?Introducing your company culture and policies
• Role-Specific Training:?Building expertise in key areas
• On-the-Job Training:?Practical application and mentorship
• Continuous Development:?Fostering long-term growth

If you missed the email, you can just log in to the Members site to view this tool or contact [email protected].

2. Ready-to-Use Blogs to Educate and Engage Your Clients. Last week, we sent out four blogs for you to use to help you engage and educate your prospects and clients. These pre-written pieces cover various topics, from intergenerational wealth planning to financial fears and teaching children about money.

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Here's a brief overview of the blog topics:

· Investing with Purpose:?Explores aligning investments with personal values.

· Building a Strong Financial Legacy:?Discusses the importance of intergenerational wealth planning and its benefits.

· Overcoming Financial Fear:?Provides strategies for building financial confidence and introduces the?Financial Fears Survey.

· Teaching Kids About Money: Offers tips on financial education for children and highlights the?Empowering Your Child's Financial Future guide.

If you missed the email, log in to the Members site to view these blogs or contact?[email protected].

UPCOMING WEBINARS:

1. Legacy Study Group - Monthly call

September 12, 2024 @ 2 PM Eastern

Cost to attend: The monthly Study Group sessions are for Legacy Members only. If you’d like to become a Legacy Member, contact [email protected].

2. The Life Planning Stages Tool

August 27, 2024 @ 1 PM Eastern

You can join us for a webinar on navigating the Life Planning Stages. This session will equip you with the knowledge and tools to:

• Understand the Life Stages Framework:?Discover the three key stages and how they can guide your client conversations.
• Leverage the Video Asset:?Learn how to effectively integrate the Life Stages video into marketing strategies to attract new clients.
• Facilitate Meaningful Discussions:?We'll provide practical guidance on initiating conversations about the Life Stages with your existing clients.

Cost to attend: FREE

Click here for the full description and to register.?

3.?Identify Strengths, Weaknesses, and Opportunities in Your Firm with The Business Growth Workbook

September 17, 2024, at 1 PM Eastern

You can join us for a webinar where we'll walk through the Business Growth Workbook and how you can use it in your practice. This session will guide you through this tool, designed to:

·????? Identify gaps and opportunities: Identify areas for improvement in your marketing, sales, client service, and team structure.

·????? Develop a collaborative growth plan: Work with your team to brainstorm actionable steps and set clear goals.

Cost to attend: FREE. Click here for the full description and to register.

LATEST BLOG:?

Our latest blog post,?"Why Your Calendar Holds the Key to Growth,"?explores how effectively managing your schedule can significantly impact your firm’s success. Learn practical strategies to reclaim your time and focus on what matters most.

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To view more blogs, visit:?think-legacy.com/resources

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?QUESTIONS, TOOLS, OR TOPICS YOU'D LIKE TO SEE?

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We'd love to hear from you! Reach out to us at?[email protected].