The Legacy Companies

Legacy Wealth Coach Network

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Our business is about relationships. The quality and impact of your work, income and happiness depends on the quality of relationships you make. Through step-by-step instructions, we’ll show you how to communicate more clearly, recognize your own assumptions, re-direct situations and frame your solutions. It takes more than luck or sheer charisma. We can teach you how to build rapport and succeed with every client.

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about how our Discovery
Institute can help you.

The Legacy Companies - Programs and Services

Attend Discovery Institute – Live and in person

Designed for senior to mid-career professionals and their supporting staff, this live-and-in-person two-day workshop teaches you an effective and systematic way to grow your business by clarifying your clients’ goals and visions. While this program is also offered online, Discovery Institute LIVE proves invaluable as discussions start in class, spill out into the hallways and are continued over dinner, creating a more enriching and collaborative experience.

Discovery Institute will teach you how to:

  • Craft a lucrative elevator pitch
  • Earn trust with your first approach
  • Envision your client’s future success
  • Confirm and prioritize vision and goals
  • Hone your strengths and instincts
  • Leverage your client’s “Modus Operandi”
  • Manage efficiently for the long term

As an attendee you'll also receive:

  • A Client Experience Manager
  • Group Session Follow-up
  • One-on-One Coaching
  • Personal Case Consultations
  • Online Member Resource Center