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Legacy Choice
Legacy Choice
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The Support
You Need

To Achieve Your Practice Vision

As a practice owner you need the guidance and support of a trusted advisor. Our Executive Coaches will develop a personalized plan to achieve your vision while providing the necessary support and follow through to accomplish your goals. With an Executive Coach you will:

  • Gain clarity and momentum in your practice
  • Have a trusted confidant to serve as a sounding board and support you through tough decisions
  • Secure access to deep insider knowledge about industry trends and what other practice leaders are experiencing
  • Have an advocate keeping you on track toward achieving your most important goals
exec coaching
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.

Operations Focus

Coaching covers these key areas: 

  • Defining the client experience

  • Process & workflows

  • Team roles & responsibilities

  • Capacity management

  • Meetings & communication

  • Accountability 

  • Scaling for growth 

Comprehensive Executive Coaching

Our team of coaches provide in-depth knowledge and support across all domains of practice development. No matter what stage your practice is in, or how many years you've been in business, our team can guide you through important milestones, past roadblocks, and to the finish line on your goals.

What You Get
Annual Business Valuation

Immediately upon starting with Advisor Legacy, you will receive our award winning valuation. The detailed report services as a guidepost for managing practice equity and comes with a 45-minute valuation review with a Valuation Coach who will explain your results and make recommendations. You will receive an updated valuation annually throughout the life of our coaching relationship. 

LegacyChoice Elite Membership

You are also immediately enrolled in our LegacyChoice Elite Membership program. This gives you access to new practice listings, the ability to bid on practices of interest, discounts on certain legacy services, and access to our exclusive monthly webinar on practice acquisitions topics. 

Bi-weekly Coaching Sessions

At the core of our service is the 1:1 biweekly coaching sessions (26 sessions per year). During these sessions you will receive live coaching support, followed by a meeting summary and action items.

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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Diverse corporate executives meeting-May-05-2025-07-56-36-2227-PM

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