Help Your Clients Create a Legacy That Extends Beyond Their Financial Assets

Help Your Clients Create a Legacy That Extends Beyond Their Financial Assets

Truly earning a client or prospect’s trust goes beyond understanding the issues about the assets you manage for your clients or the concerns that they articulate. By inviting clients to discuss more than just traditional investing, you become a trusted advisor in all aspects of their financial lives, beyond their investment portfolios. This helps separate you from less experienced advisors, who may consider topics like these beyond their scope of providing investment advice.

As a member of Legacy Advisor Strategies you have the ability to offer your clients access to materials, resources and support for capturing their emotional assets and leaving a legacy of family values, not just valuables. Advisors also gain access to these resources, but in addition receive access to materials, resources and support geared to helping them utilize and incorporate “Legacy” to grow, improve, differentiate and enhance their practice.

Legacy Advisor Strategies will enable you (the trusted advisor) to provide additional value, and enhance the experience delivered to your clients by providing them with tools, resources, ideas and inspiration that is brought to them by you. You will obtain new ways to create that WOW client experience by finding out what really matters to your clients, making them feel valued and important, and doing a variety of things that will far surpass your clients expectations; and in the process creating raving fans, becoming memorable in the minds of your clients and endearing clients to you.

A person’s legacy is their influence on future generations; do your clients simply wish to leave material items for the ones they love, or do they wish to leave more than that? A person’s legacy is ultimately defined by what they value, not by the valuables they have amassed.

Whether you are looking to differentiate yourself in an overcrowded marketplace, increase client retention, or generate referrals, utilizing Legacy in your practice is a unique specialty sure to add value. Most important, your clients and their families will appreciate the power of Legacy for generations. Help your clients create an intentional and meaningful Legacy that extends beyond financial assets.


by Mark T. Davis


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Mark T. Davis

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