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“Compassionate Professional Advisors who employ our legacy planning services are poised to realize a significant return on investment in less than a year—both financially and personally.” more ... |
 Phase 3: Ongoing MasteryWhen you partner with Plan Your Legacy, we have a vested interest in your success. We’re happy to offer you expert help on an ongoing basis, including: Quarterly Conference Calls
Every quarter, one of our certified legacy advisor coaches will be available to you and your team for advice on growing your practice, refining your strategic plans, and maximizing your investment.
Branding Retreat*
We’ve partnered with Pusateri Consulting to bring you a unique retreat that will help you distinguish yourself as a legacy advisor and differentiate yourself from the competition. During the two and half-day retreat, you’ll go through a proven Value Ladder™ process that empowers you to communicate with confidence, passion, and speed.
Annual Conference*
Once a year, we’ll bring together all of the Breadcrumbs legacy advisors to network, share best practices, and learn how to take their businesses to new heights. These fun, informative conferences will feature keynote speakers, breakout sessions, and much more!
*We highly recommend this optional session. Additional charges apply.
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