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  • Legacy Consulting Partners was founded to meet the growing need for Financial Advisor training and consulting around the integration of trust and estate services into a financial advisory practice. Current U.S. demographics, wealth trends, and ever-changing tax laws have certainly highlighted the need for multi-generational planning for clients. However, this coupled with the urgent need to design a financial advisory practice around its “referability” have made this area of wealth management more important than ever.

    A recent study of Financial Advisors revealed that fully 87% of surveyed Advisors obtained their new business from referrals! With that much focus on referrals as the key driver of growth for an advisory practice and with the trust & estate component of wealth management creating the highest level of trust from clients, it is clear that Financial Advisors need to be well versed in this area and effectively integrate these services into their business model.


    We teach The Legacy™ Consulting Process to Financial Advisors in a live, classroom style program. We feel it is important to have live interaction, live case study and review, and live peer discussion to strengthen the learning process around this often complex subject matter. The goal of our program is to train Financial Advisors to be able to easily and comfortably engage their clients in the discussion of wealth transfer planning and protection, within the client’s overall wealth management plan and within the Advisor’s business model.

    In addition, we want our Advisors to be able to use these new skills to clearly articulate the important intersection of their investment management solutions, trustee services, and planning services – in the context of differentiating themselves from the competition as well as creating substantial value for their clients.

    The firm also works with institutions to deliver The Legacy™ Consulting Process training program to groups of client-facing employees.

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