Whole Family Advisor Spotlight
Legacy Capitals
Family Leadership Coaches and Consultants for Financially Successful Families and Their Advisors
Spotlighting advisors within our community that truly embody the Whole Family Advisor? approach.
Hear from our first spotlighted advisor, Grand Purpose Advocate , below!
INTRODUCING...TOMMY?OLIPHINT
“The two greatest days in your life are the day you are born and the day you figure out why.”
Tommy is located in San Antonio, TX and works as a Senior Vice President and Whole Family Advisor.
When Tommy is not at work, he enjoys spending time with his family - he has 5 children, 12 grandchildren, and 7 great grandchildren. Additionally, Tommy enjoys playing golf and college football.
领英推荐
Q: Which course?within our Whole Family Advisor Training Program has been most impactful on your work?
"I think the course?Becoming the Whole Family Advisor?is the foundational piece that was very beneficial and got my attention!
Also, the book,?Love Your Clients,?convicted me to be better with my clients,?the [Engagement] Tools are very helpful as I don’t have to create things for a meeting, and?the elective course,?Inspiring Females to Financial Confidence, has been a Home Run."
Between our courses & membership, there are hundreds of resources and tools to choose from. Here are Tommy's favorites:
Q: How has becoming a Whole Family Advisor? changed your practice?
"It has changed my mentality greatly...I have recommitted to all my clients to make sure [I'm focused on] the things that matter most!"
Thank you for taking the time to hear from Tommy. If you are interested in learning about any of the resources or courses that he mentioned, please reach out to us?HERE.?
Coaching - Consulting - RisingGen Peer Groups - Family Facilitation
1 年Tommy Oliphint, your clients are fortunate to have an advisor who serves them with such authentic care and intention. And I love that you're using the values tool with your own family! That's when you know you're a legitimate Whole Family Advisor...when you believe so much in this approach that you start using the tools on your own unsuspecting spouse and children ??