Skip to the main content.

Valuations &
Equity

Objective valuations and equity insights to price, benchmark, and guide decisions.

M&A: Deal Support & Practice Sales

Hands-on M&A support from structure to negotiations, listings, and closings.

Practice Management & Coaching

Systems, coaching, and assessments to streamline operations and grow team performance.

Continuity, Legal & Business Services

Protect continuity, formalize entities, access lending resources, and membership benefits.

The Advisor Legacy Podcast

Actionable insights, real advisor stories, and expert conversations on practice growth, succession, and building a lasting legacy.

 

Legacy Builders
Investing • Business • 6 episodes
Legacy Builders
Latest episode
Show notes
Legacy Builders podcast is for independent advisors who want more than just a successful practice — they want to build, live, and leave a legacy for their clients, their team, and their families. From accelerating growth and developing NextGen talent, to enhancing client service and planning for succession, every episode offers both big-picture strategy and practical, actionable advice. Designed to help advisors make intentional, values-driven decisions, the show provides the insights and tools you need to design not only a stronger business, but also a more meaningful career. Content provided by Advisor Legacy and podcasts generated using artificial intelligence.
10 Steps to Practice Profitability and Sustainable Growth
19 min
Sell and Stay: Monetizing Your Practice Before Retirement
19 min
The Unplanned Exit: Why Financial Advisors Struggle with Their Own Retirement
15 min
Beyond the Buzz: Debunking Financial Practice Sale Multiples
23 min
More episodes