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Legacy Choice
Legacy Choice
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Align Your Practice

Achieve Measurable Results
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Do the right things, for the right reasons, at the right time. 

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. 
practice management

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 (26/yr) 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. 
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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