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Turn Your Nextgen Advisor

Into A Growth Generating Powerhouse

Most Nextgen advisors don’t have the skills needed to meet the expectations of the role. Our Advisor Growth Coaching service empowers your Nextgen advisor with the skills and systems to drive revenue, service clients, and develop into a potential successor.

Skill Building: We take the burden off you to teach core client service and growth generating skills to the advisor. This is achieved through coaching and role playing so the advisor has the knowledge and the practical experience to put these skills to use. 

Provide Accountability: We provide a cadence of accountability focused on the metrics and activities you identify as most important to ensure that the advisor is meeting the expectations of the role. 

Leader Support: We also assist the advisor's leader with guidance on how to provide direction and accountability to their Nextgen advisor on a day-to-day basis, as well as address any concerns or needs that arise. 

 
Nextgen advisor female

"I don’t know where I’d be without Advisor Legacy. They’ve been a part of pivotal moments in my practice. I’m also more productive, more efficient, and not running myself ragged. They’ve just been vital to the success of my practice."

Brian Britt, CFP

Private Wealth Advisor
growth

Growth

Guides advisors that are seeking coaching around organic growth,
solving for pain points such as:

  • Lack of “hunter” mindset

  • Unable to develop prospect or COI relationships

  • Poor sales skills

  • Issues with building upon existing assets
Select an option below:
  • Coaching Focus
  • 1:1 Sessions
  • Team Sessions

1:1 Sessions

Scheduled 1 hour bi-weekly coaching sessions with owner and/or operations leader.

Purpose: Practice Management Strategy

Post-Meeting: Coach will provide a meeting summary along with list of action items following each session.

Also includes access to on-demand coaching sessions as needed to address critical issues.

Team Coaching

Scheduled 1 hour bi-weekly coaching sessions with the entire team:

Purpose – To ensure process implementation and accountability.

Session Recap – Coach provides a meeting summary and list of actionable items following each coaching session.

Process Training & Insights – Each session includes hands-on training to reinforce the processes being implemented, while also uncovering workflow gaps, inefficiencies, or team alignment issues that need to be addressed.

Coaching Focus

Drives business expansion through marketing, client acquisition, relationship building, and sales training, using strategies like niche targeting, referrals, and scorecards.
Prospecting

Using a variety of online and offline techniques to generate prospective clients. 
Social Media

Using social media such as LinkedIn for prospecting, as well as for building brand awareness.
Centers of Influence

Building strategic partnerships with CPAs, lawyers, and other COIs.
Nesting

How to position oneself to a local company to become the content-matter-expert on that companies benefits, retirement programs, etc.   
Business Planning
Using historical data and short-term and long-term business objectives to outline annual business plans.
Niche Marketing

Identifying a target market and executing tailored marketing campaigns to attract and onboard ideal clients. 
Branding

Cultivating an authentic personal brand and market differentiation tactics. 
Referrals

Consistently and effectively requesting referrals from clients, strategic partners, and other sources. 
Generational Planning 

Strategies to identify, get introduced, and build relationships with client beneficiaries/heirs.
Lead Management

Strategies to consistently and effectively nurture and convert prospective clients. 
Value Proposition

Defining and communicating advisor and practice value to prospects and clients.
Time Management

Frameworks to design and execute a model week so that the most important activities get done. 

"Advisor Legacy has done for us what we do for our clients every day. We believe that balanced planning leads to balanced living, and we focus our company’s efforts on helping our clients in this way. Now that we are working with Advisor Legacy, my team and I can enjoy a better quality of life too."

Andy Huggins, CFP®

Private Wealth Advisor
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What Our Clients Are Saying
Larson

"Advisor Legacy analyzed our client base, our investment practice and our individual strengths and weaknesses and provided a disciplined methodology for client management. Their tracking tools have led to consistent growth in both our client base and assets under management."

Marjorie Larson, CFP®
Certified Consulting Services, RIA

Huggins

"Advisor Legacy has done for us what we do for our clients every day. We believe that balanced planning leads to balanced living, and we focus our company’s efforts on helping our clients in this way. Now that we are working with Advisor Legacy, my team and I can enjoy a better quality of life too."

Andy Huggins, CFP®
Private Wealth Advisor

Brian Britt

"I don’t know where I’d be without Advisor Legacy. They’ve been a part of pivotal moments in my practice. I’m also more productive, more efficient, and not running myself ragged. They’ve just been vital to the success of my practice."

Brian Britt CFP®
Private Wealth Advisor

Craig Donowho

"It has been comforting and empowering working with Advisor Legacy. They don’t just step in with solutions first. They lead, teach, coach and encourage us to solve the problems ourselves."

Craig Donowho CFP®
Private Wealth Advisor

Terri Fischer

"We had an IDPA done for our practice and followed it up with ongoing practice management coaching. Advisor Legacy provided us with a detailed report and an action plan for making improvements. Advisor Legacy is truly a full-service company, and we know that they can help us with all aspects of practice management and growth opportunities."

Terri Fischer
Office Manager

Our Promise To You

We will provide you with what you need when you need it. No over-sized packages, long-term commitments, or services you don’t want.
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Have Questions?

Book a call with one of our team members. They can walk you through our process and the components of each service.

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