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Phase 3: Ongoing Mastery

When 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.
 
 
Business Enhancement Courses
Keep building on your success with our online courses on topics such as:
  • Attracting new business though powerful marketing and public relations campaigns. 
  • Increasing sales by hosting a dynamic and popular legacy planning seminar. 
  • Generating referrals by sharing your story with local/regional centers of influence. 
  • Rebranding yourself as a legacy advisor.
  • Hosting a meaningful family retreat for introducing your client’s plan.
 
 
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!