We face a lot of uncertainties, but one thing is for sure: Clients go with the one they trust the most. Too often advisors mistake good chemistry for deeply rooted trust. They're wrong; trust is something different. It’s a skill you must respect, analyze and hone. We can help you sharpen your ability to earn your clients’ trust, gain their confidence, so you can take your place at the right side of the table.
Trust
Clarity
Competence
Management
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Institute can help you.
Robert Falvey, Chief Operating Officer
A veteran of the financial services industry for almost 20 years, Rob has trained and consulted hundreds of advisors throughout the US and Canada. He oversees Legacy’s client service division and is a valuable resource to the members of Legacy’s various training programs. As a trainer and facilitator, he works closely with Legacy’s clients to ensure successful implementation of the tools, software and training provided.
Rob’s mission is to assist professionals in understanding the value of discovery. As a Kolbe™ certified professional, Rob is skilled at helping individuals tap into their unique strengths in order to achieve maximum effectiveness in all that they do. Through training and consulting Rob acts as a guide to help professionals fully integrate Legacy’s proprietary methodology.
Rob graduated from the University of Massachusetts, Amherst, with a degree in Economics. He resides in Hingham with his wife Laura and their two sons, Jack and Matthew.
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