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.
Inspire advisors to achieve more
The principals and faculty at Legacy have vast speaking experience, from private institutional settings to national conferences throughout the United States and Canada. Whether delivering a keynote address or breakout sessions, you can be sure we'll deliver current and inspiring presentations with real takeaway value to your audience.
Topics include but are not limited to:
- The Right Side of the Table: Where do you sit in the minds of the affluent?
- The Value of Client Discovery: Starting at a different place
- Why Planning Often Fails (but doesn’t have to)
- Fact Finding vs Discovery: Can your clients tell the difference?
- Capturing the Opportunity: Five business rules to live by
- What Do Your Clients Say When You’re Not in the Room?
- Establishing Trust During Turbulent Times
- Performance vs Goal-Based Planning
Speakers
Todd Fithian
Chief Executive Officer, The Legacy Companies
Rob Falvey
Chief Operating Officer, The Legacy Companies
Dr. Paul Schervish
Professor of Sociology and Director of the Center on Wealth and Philanthropy (CWP) at Boston College
Please contact us to discuss your event, topics, speakers and fees.