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Become a Coach with Advisor Legacy

 

Help Advisors Build, Live, and Leave a Legacy

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Why Join Us as a Coach?

At Advisor Legacy, we believe in empowering coaches who share our vision. As a Coach, you’ll be part of a collaborative, values-driven team focused on supporting financial advisors and growing your own coaching practice.

What You Gain

  • Brand Affiliation: Align with an award-winning firm committed to legacy and relationships.
  • Team Collaboration: Join a community of expert coaches sharing best practices and ongoing development.
  • Growth Opportunities: Gain new coaching leads, marketing support, and access to a full suite of services.
  • Thought Leadership: Participate in webinars, white papers, events, and more.
  • Succession Support: Build equity in your practice with long-term succession planning.

What We’re Looking For

  • Experienced coaches (5+ years) with a background in financial services
  • Recognized coaching designations (e.g., ICF credentials)
  • Existing client base (minimum of 5 clients preferred)
  • Strong alignment with our vision, values, and team culture
  • Willingness to follow our proven processes, contribute to team collaboration, and grow with us long-term

Our Ideal Coach Is

Committed
Coachable
Emotionally Intelligent
Growth-Oriented
Team-Focused
Full-Time

What to Expect

  • 90-Day discovery phase
  • Formal onboarding and team integration
  • Ongoing team meetings, training, and professional development
  • Use of Advisor Legacy’s coaching model, CRM (HubSpot), and professional tools
  • Marketing collaboration and coaching referrals
Not a Fit If You:
  • Are affiliated with multiple coaching brands
  • Prefer not to follow a consistent process
  • Want to operate independently of our team and culture
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Ready to Coach with Purpose?

Join us and expand your impact in the financial advisory world. Together, we’ll build lasting legacies—for advisors and for you.

Book A Call
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Helping advisors build, live, and leave a legacy