Legacy Insights Newsletter
LEGACY'S NEW CHIEF OPERATING OFFICER!
We're thrilled to welcome Fred Alexander as our new Chief Operating Officer! Fred brings over 25 years of experience in building and growing successful businesses.
His expertise includes strategy, sales, and operations, and he has a proven track record of exceeding financial goals and driving growth. As COO, Fred will lead our go-to-market plans, operationalize our strategy, and build strong partnerships. His experience scaling companies and leading high-performing teams will propel us to the next level.
Please join us in welcoming Fred to the team!
UPCOMING WEBINARS:
Combating Loneliness: Building Community in the Financial Advisor Profession. July 9, 2024, at 1 PM Eastern. Join us for a webinar on overcoming loneliness in the financial advisor profession. Many advisors grapple with isolation despite being surrounded by clients and colleagues. We'll explore the root causes of this loneliness and discover practical strategies for building a supportive community.
Cost to attend: Free.
The Happy Inheritor: Preparing Heirs and Transitioning Family Wealth with Dr. Tom Deans. July 23, 2024 @ 1 PM Eastern Dr. Tom Deans, acclaimed author and thought leader on family wealth transfers, will join us and delve into insights from his latest book, The Happy Inheritor: How Successful Families Prepare Heirs and Transfer Wealth. In this session, Dr. Deans will explore the critical role of facilitated family meetings in ensuring smooth and successful wealth transitions. Drawing from his extensive experience and groundbreaking research, he will challenge conventional wisdom, provide actionable strategies for preparing heirs and protecting family wealth across generations, and provide you with new, effective approaches for your clients.
Cost to attend: Free.
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LATEST TOOLS:
1. Last week, we rolled out The Strategic Giving Plan Template for Legacy Advisors. This customizable template provides a framework to help your clients:
- Articulate their philanthropic vision and values.
- Identify their preferred causes and giving priorities.
- Explore strategic giving methods to maximize their impact.
We also provided Best Practices for using the template to enhance client conversations.
If you missed the email, log in to the Members site to view these tools or contact Michael@think-legacy.com.
2. A couple of weeks ago, we introduced a new infographic for Legacy Advisors that shows the unique way you work with clients to understand what's important to them.
It provides a straightforward way to:
- Start conversations with clients about their core values, vision for the future, and goals they want to accomplish.
- Demonstrate your skills in guiding clients through a values-based planning process.
- Position yourself as a trusted partner who goes beyond the numbers.
This infographic can be used in your marketing efforts, posted on your website, used in social media, email marketing, or in client meetings.
If you missed the email, log in to the Members site to view this infographic or contact Michael@think-legacy.com.
LATEST BLOGS:
To view more blogs, visit: think-legacy.com/resources
QUESTIONS, TOOLS, OR TOPICS YOU'D LIKE TO SEE?
We'd love to hear from you! Reach out to us at michael@think-legacy.com.