Phase 1: Foundation

During this personal call, we’ll review your training agenda and provide you with your login information so you can get started right away.

 

This exciting online video helps you establish the basics for becoming a successful legacy advisor. You’ll learn the true meaning of legacy planning, how it will benefit your clients, what it means to your business, and what you can expect from our program.

 

During this online video we’ll walk you through the software and show you how easy it is to use. Your administrator access will enable you to invite clients, monitor their progress and even edit their plans. Additionally, you will have access to our resource library―the marketing nucleus of the BreadcrumbsSM program.

 

During this one-on-one private consulting you’ll have the opportunity to discuss what you’ve learned. We’ll also carefully review all of the marketing material found in your “Resource Library.”