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 Phase 1: FoundationDuring the first two weeks of the program, Plan Your Legacy will help you create a solid foundation for legacy planning. Our experts will provide: Introductory Call
During this one-hour personal call, we’ll explain the program and preview what you can expect in the coming weeks.
Legacy Planning 101
This exciting one-hour Webinar 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.
Creating a Unique Value Proposition
This helpful one-hour Webinar shows you how to make legacy planning a profitable part of your practice. We’ll help you create a unique value proposition and develop a comprehensive business plan for this new service offering.
Business Plan Integration
Our expert staff will review and provide feedback on your existing business plan to ensure that it complements your new plan. We’ll help you integrate the two plans so that you optimize your resources as you move forward.
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