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Legacy Choice
Legacy Choice
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Build a High Performing Team

That Drives Real, Measurable Results

Our diverse team of seasoned coaches have the tools and experience to help your staff develop critical skills that drive performance and growth. As Your support team coaching partner we help you:

Lighten your Load as a Leader: We take the burden off you, the advisor, when dealing with employee challenges and development. 

Provide Accountability: We provide a cadence of accountability focused on the metrics and activities you identify as most important. 

Stay Connected: We deliver a summary of each coaching session and action items so you can maintain oversight. We also meet with you quarterly to assess your team’s progress and make any adjustments. 

Deliver Meaningful Reviews: We help you prep for annual employee reviews and use your assessment to 

 
People Development copy

"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
people

People

Guides team members to achieve their full potential in their role and through their career, solving for pain points such as:

  • Lack of personal and professional development

  • Poor staff retention

  • Challenges with culture and teamwork

  • Struggles with performance
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.

Coaching Focus

Focuses on team development through role clarity, career growth, performance management, and leadership, using tools like SWOT analysis, situational leadership, and emotional intelligence assessments.
WDYWFY

Reviewing the employee’s response to the “What Do You Want For Yourself” (WDYWFY) exercise. 
Model Week

Review the employees goals, role, and expectations to develop and implement a model week.
Leadership

Coaching on what makes a great leader, how to support their team, and how to lead themselves. 
Values & Action Steps

Putting together action steps from the WDYWFY. Reviewing the Values Exercise and outcomes. 
Predictive Index

Review of PI results and how to apply them to the employee’s development and team.
Career Path Check In

Provide accountability toward their growth plan, coach through roadblocks, and next steps. 
Personal Journey

Taking outcomes from the WDYWFY action steps to create a Personal Journey timeline. 
Employee SWOT

Building self awareness and fine tuning the IPDP through an individual SWOT analysis. 
Emotional Intelligence 

Coaching on specific situations and role playing how to apply emotional intelligence in their role.
Career Path

Using previous exercises to create a time bound Individual Personal Development Plan (IPDP). 
SWOT Coaching

Focused coaching session to address weaknesses and threats, seize opportunities and leverage strengths. 
Annual Review

Support the leader and employee in the annual review and defining next steps. 

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

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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