Advisor Legacy · Legacy Firm™ Standard

Legacy Firm™
Assessment

35 questions across five dimensions. See exactly where your firm stands today — and what to build next on your Legacy Firm™ journey.

5 dimensions · 7 questions each
~8 minutes to complete
Personalized recommendations

The Five Dimensions You'll Measure

Structural Independence
Leadership Depth
Enterprise Value
Lifestyle Alignment
Continuity Design

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Dimension 1 of 5
Structural Independence
How well does your firm operate without you at the center of every decision and workflow?
Please answer all 7 questions.
Dimension 2 of 5
Leadership Depth
Is your team capable of leading clients, operations, and decisions beyond your personal involvement?
Please answer all 7 questions.
Dimension 3 of 5
Enterprise Value
Does your firm hold transferable value beyond your personal brand, relationships, and production?
Please answer all 7 questions.
Dimension 4 of 5
Lifestyle Alignment
Is your firm designed to support your life — or are you designing your life around your firm?
Please answer all 7 questions.
Dimension 5 of 5
Continuity Design
Have you mapped what happens to your firm, your clients, and your value when the time comes to transition?
Please answer all 7 questions.
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Your Legacy Firm™ Assessment Results
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out of 175

Results by Dimension

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© Advisor Legacy · advisorlegacy.com · Legacy Firm™ is a trademark of Advisor Legacy.