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Partnering with Broker-Dealers to Educate and Empower Financial Advisors

Webinars, White Papers, Case Studies & Speaking Engagements from Industry Experts
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Education That Drives Growth and Retention

At Advisor Legacy, we partner with broker-dealers to deliver valuable, action-driven education to their affiliated advisors—supporting growth, succession, and transition strategies across every stage of practice development. Through engaging webinars, insightful white papers, real-world case studies, and dynamic in-person speaking engagements, we help your firm enhance advisor retention, drive practice value, and build stronger enterprises.
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Why Broker-Dealers Choose Advisor Legacy
Proven Expertise in Practice Growth and Succession 

With over 30 years of experience, Advisor Legacy brings unmatched insight into what it takes for advisors to build, live, and leave a meaningful legacy. We translate that knowledge into practical tools and education for your advisor community.

Scalable, Turnkey Content Solutions

We offer co-branded educational programs—including live and recorded webinars, curated white papers, and interactive case studies—designed to scale across your network and align with your strategic priorities.

Impactful Speaking Engagements

Our senior team is available for conferences, regional meetings, leadership summits, and retreats. Whether the focus is on growth strategies, succession planning, M&A, practice valuation, or advisor continuity, we deliver content that resonates and drives action.

Advisor Benefits and Valuation Discounts

As a broker-dealer partner, your affiliated advisors receive exclusive discounts on business valuations—making it easier and more affordable to take the next step in their growth journey.

Partnership Offerings
 Educational Content 
  • Monthly or quarterly webinars tailored to your audience
  • Co-branded white papers on valuation, M&A, continuity, and growth
  • Real case studies showcasing successful transitions and growth outcomes
  • Email and internal communication templates to help promote advisor engagement
Speaking & Live Events
  • Keynote sessions and breakout workshops for conferences and leadership events
  • Succession-focused panels and roundtables
  • Custom topic development based on your strategic initiatives
 Advisor Incentives 
  • Discounted pricing on business valuations
  • Priority scheduling for continuity plan updates
  • Access to curated transition planning resources

 

Results That Matter

Our programs are built to deliver measurable outcomes—not just activity. By equipping advisors with the right tools, education, and transition strategies, we help broker-dealers foster deeper advisor engagement and long-term loyalty. The result is a more stable, growth-ready network of practices, improved succession readiness, and a stronger, more valuable enterprise overall.
Our broker-dealer partners report:

🔸Higher advisor engagement in succession planning

🔸Increased advisor satisfaction and practice retention

🔸Greater readiness for internal transitions or M&A opportunities

🔸Stronger firm-wide enterprise value

Let’s Build a Stronger Advisor Network Together

If you’re looking to deepen your value proposition, strengthen advisor relationships, and future-proof your network, Advisor Legacy is the ideal partner.
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Helping advisors build, live, and leave a legacy