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.
Contact us to learn more
about how our Discovery
Institute can help you.
Attend Discovery Institute – Virtually online
Ideal for everyone “back at the office” this online program is designed for senior to mid-career professionals and their supporting staff. Discovery Institute VIRTUAL is the perfect way to teach younger advisors and support staff the effective and systematic approach used by The Legacy Wealth Optimization System.™ Your business and client services will greatly improve when everyone in your firm understands and follows the same consistent processes.
Discovery Institute online 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 online attendee you'll also receive:
- A Client Experience Manager
- Group Session Follow-up
- One-on-One Coaching
- Personal Case Consultations
- Online Member Resource Center