Legacy Insights Newsletter

We’re in the throes of summer here, and things are heating up at Legacy! Get ready to dive into new tools, webinars, and resources designed to help you excel as an Advisor.

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LATEST TOOLS

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1. A couple of weeks ago, we launched a NEW VIDEO on the Life Stages for use in your marketing efforts to help attract new clients and engage existing ones. One member of our advisor growth network requested this, and we’ve received great feedback on it so far. If you haven’t seen it yet, check it out! ?

If you missed the email, log in to the Members site to view this video and the Discussion Guide that goes with it, or contact?[email protected] .

2. Grow your practice with the new Business Growth Workbook! This tool allows you and your team to identify your practice's strengths, weaknesses, and opportunities and then create a collaborative plan to reach your goals.

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If you missed the email, login to the Members site to view this?workbook, or reach out to?[email protected] .

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UPCOMING WEBINARS:

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1. Streamline Client Philanthropy with The New Strategic Giving Plan Template

August 7, 2024 @ 1PM Eastern

Empower your clients to achieve their philanthropic goals with a structured approach with the new Strategic Giving Plan Template.

In this session, you'll learn how to:

1. Use the template to facilitate client conversations about charitable giving.
2. Guide clients through defining their philanthropic vision and aligning their giving with their values.
3. Explore various giving methods (direct donations, foundations, trusts, etc.) and tailor recommendations to client needs.

Cost to attend: FREE

Click here for the full description and to register.

2. Legacy Study Group

August 14, 2024 @ 1PM Eastern

During these monthly Study Group sessions, we talk about marketing, fee-planning, working with business owners, to name a few. If you're having a specific challenge in your business or something you want to share with the group, this is a great place to get some time with your peers and Todd.

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

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3. The Life Planning Stages Tool

August 27, 2024 @ 1PM Eastern

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 3 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. ?

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** Missed Dr. Tom Deans' webinar last week? Learn how to navigate complex wealth transitions and create lasting legacies for your clients. Watch the replay here.

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LATEST BLOG:

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In today's rapidly evolving financial landscape, standing still isn't an option. Discover why continuous improvement is essential to thriving as an advisor and how to implement it in your practice.

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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] .