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

Investing • Business • 10 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. The Advisory M&A Playbook
19 min
The Eight-Stage Roadmap For Successful M&A In Financial Advisory Practices
15 min
The Cost of Inaction: Why Financial Advisors Must Prioritize Continuity Planning
14 min
10 Steps to Prepare to Sell Your Financial Practice
13 min
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