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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 • 2 episodes
Legacy Builders
Latest episode
Show notes
The Legacy Builders for Financial Advisors podcast is designed for independent financial advisors who want to do more than just build a practice. They want to build, live, and leave a lasting for their clients, their staff, and their family. Join us each week as podcast host, Anthony Whitbeck, CEO with Advisor Legacy, interviews subject matter experts, industry insiders, and other advisors. He'll dive deep on a wide range of topics from driving growth, learning to lead, building Nextgen talent, serving clients, planning your succession, and more. Filled with both strategic and tactical advice, each episode will help advisors make values-based, intentional decisions about how they design their career and their business.
Beyond the Bottom Line: Building a Lasting Legacy for Financial Advisors
13 min
$2.7B Shake-Up: LPL Swallows Commonwealth
12 min