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Legacy Choice
Legacy Choice
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Align Your Practice

Achieve Measurable Results

5 Key Areas Essential to Practice Development 

There are five key areas – Vision, People, Operations, Growth, and Legacy – that every successful advisory practice must strengthen to reach its full potential.  The stronger each area is, the more your practice will run smoothly.
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Our services are designed specifically for you.

Our comprehensive practice management solutions help you develop and improve on the key aspects of your practice with the greatest impact toward achieving your most important goals. We serve as your trusted advisor and partner, always there when you need us, supporting you and your practice as you evolve along the Advisor Curve. All with a focus on our mission to help you build, live, and leave your advisor legacy. 
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Are We Right For You?

Our coaching services are for financial advisors who:

🔸Deliver Investment Management and Financial Planning

🔸Want to grow revenue and business equity

🔸Are open minded and coachable

🔸Are optimistic and fun to work with

🔸Desire follow through and accountability

Multiple Options To Choose From
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Executive Coaching

Bi-weekly sessions with an executive coach on topics critical to the advisor and their practice, plus exclusive resources and industry insights.

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Operations Coaching

Customized engagement to teach your team how to identify and develop systems, process, and habits that drive results.

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Advisor Growth Coaching

Monthly sessions focused on building a young advisors skills in client acquisition, client service, leadership/management, and driving organic growth.

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Support Team Coaching

Monthly coaching to build collaboration and personal management skills, drive accountability to key metrics, plus support for their leader.

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Not Sure What You Need?
Take Our Quick Practice Assessment. 
Take Assessment

What Our Clients Are Saying
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"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