Executive Coaching

Unlock your potential and outperform your 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:

Clarity Creation: We coach you through practice challenges to help you make the most optimal decisions.

Vision Achievement: We guide you to build a vision that is energizing. We hold you accountable to meaningful leading activities that drive results.

Industry Expertise: We bring decades of experience helping Financial Advisors to help you avoid setbacks and overcome obstacles.

Tailored Coaching: We provide a team-driven coaching model that gives you a best-in-class experience to meet all your evolving needs.

Executive Coaching Meeting

Structure: 1 hour, bi-weekly
Who: Owner
Purpose: To provide tailored coaching that is unique to the timely needs and vision of the Owner.
Post Meeting: Coach to follow up with a detailed meeting summary and action items for the Owner.

Group Coaching Meeting

Structure: 1 hour, monthly
Who: Owner
Purpose: Provide a peer-to-peer learning forum on topics that are geared towards Owners focused on growing your practice.
Post Meeting: Coach to follow up with a detailed meeting summary and action items/commitments from the group.

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.

A well-defined vision provides direction and ensures decisions align with long-term goals.
Developing your people creates a capable, engaged team equipped to lead and grow.
Efficient operations ensure a consistent, high-quality client experience and scalable systems.
Intentional growth strategies drive new business, deepen relationships, and increase practice value.
And a focus on legacy ensures the practice is financially sound, protected for the future, and prepared for succession.

two middle aged businessman happily negotiating-1

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.

"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