Legacy Insights Newsletter
Todd Fithian
Author, speaker, coach, minority interest Investor, and industry thought leader for financial advisors and their teams, focusing on business performance and delivering humanized advice!
We've had a very busy start to 2024 here at Legacy! We wrote a few blogs, hosted numerous webinars, introduced a few new tools, and had an article featured on kitces.com (!) We're thankful to our clients who have been the catalyst to these new topics - their ideas and challenges are what drives us to constantly innovate and refine.?
UPCOMING WEBINARS:
Goal Clarity in Financial Planning: Helping Clients Define Their Objectives: April 23, 2024 @ 12 PM Eastern In this webinar, we'll tackle the challenge of goal-based planning when clients are not crystal clear on their objectives. Discover why advisors must help clients articulate their goals before offering solutions. Gain insights into effective techniques for uncovering and refining client goals, allowing you to provide tailored financial solutions that truly align with their aspirations. Elevate your practice by mastering the art of goal clarity in financial planning.
Cost to attend: Free
How to Avoid Time-wasting Behaviors in Client Interactions: May 7, 2024 @ 2 PM Eastern Join us for this webinar on the power of setting expectations in client interactions. We'll discuss common pitfalls where advisors unintentionally set wrong expectations, leading to behaviors such as clients being late or unprepared for meetings.
Learn strategies for effectively managing client expectations to foster a more productive and respectful working relationship. Discover how setting the right expectations can save time, improve efficiency, and enhance the overall client experience.
Cost to attend: Free
For a list of all upcoming and past webinar recordings, click here .
LATEST TOOL:
Financial advisors are leveraging AI to their advantage by using it in their marketing, sales, client?communications, etc. Here's a?cheat sheet for some ChatGPT prompts ?that you can use in your marketing efforts.
领英推荐
Looking for more ways to utilize AI and ChatGPT in your business? Click here to watch this past webinar recording.
LATEST BLOGS:
To view more blogs, visit: think-legacy.com/resources
FEATURED ARTICLE:
We were so happy that our?article?was?featured on kitces.com : How Advisors Can Get Client Referrals By Identifying “Active Promoters” ?Check it out to see how you can get more referrals in your practice.?
QUESTIONS OR TOPICS YOU'D LIKE TO SEE?
We'd love to hear from you! Reach out to us at [email protected] .
We're energized by the exciting developments in the financial planning world and can't wait to share more resources with you in the coming weeks.
Author, speaker, coach, minority interest Investor, and industry thought leader for financial advisors and their teams, focusing on business performance and delivering humanized advice!
7 个月We are so excited about the response we’ve received so far. The Legacy team is excited and eager to create and share actionable resources to accelerate your growth!