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

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
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