Advisor Legacy Podcast
Real Conversations for Advisors Building a Legacy Firm™.
Listen to actionable insights, advisor stories, and expert conversations on practice growth, succession, valuation, continuity, and building a firm that lasts.
The Show
Legacy Builders
Legacy Builders is for independent advisors who want more than a successful practice. Each episode offers practical strategy, advisor stories, and conversations that help you build, live, and leave a legacy.
Growth with Structure
Build a firm that becomes less dependent on the founder over time.
Succession and Continuity
Prepare for future leadership, client protection, and transition readiness.
Valuation and Enterprise Value
Understand what drives firm value and what makes a practice transferable.
Episodes
Recent Conversations
Explore episodes on growth, succession, AI, practice sales, leadership, and building a firm
that supports your life and your future.
Investing • Business • 16 episodes
Legacy Builders
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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. Mastering Founder Succession Planning for Sustainable Business Growth
20 min
Leadership Depth: The Missing Piece in Leaving a Legacy
19 min
The impact of AI on Financial Services – Are current concerns justified?
23 min
Selling Your Practice In 2026: Separating Myth From Reality
16 min
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