Executive Coaching
Bi-weekly sessions with an executive coach on topics critical to the advisor and their practice, plus exclusive resources and industry insights.
Objective valuations and equity insights to price, benchmark, and guide decisions.
Hands-on M&A support from structure to negotiations, listings, and closings.
Systems, coaching, and assessments to streamline operations and grow team performance.
Protect continuity, formalize entities, access lending resources, and membership benefits.
Our comprehensive practice management solutions are designed to strengthen the areas of your business that matter most—driving measurable progress toward your biggest goals. Acting as your trusted advisor and partner, we’re by your side at every stage of growth, providing the support you need as you move along the Advisor Curve.
Everything we do is anchored in our mission: to help you build, live, and leave your advisor legacy with confidence and purpose.
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
Bi-weekly sessions with an executive coach on topics critical to the advisor and their practice, plus exclusive resources and industry insights.
Customized engagement to teach your team how to identify and develop systems, process, and habits that drive results.
Monthly sessions focused on building a young advisors skills in client acquisition, client service, leadership/management, and driving organic growth.
Monthly coaching to build collaboration and personal management skills, drive accountability to key metrics, plus support for their leader.
"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
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.