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.
Collaborate with a network of high-producers
Following your first year working with the Legacy Wealth Coach Optimization System®, we offer you the opportunity to join a close-knit network of high-producing peers. This loyal and influential network of senior advisors comes together often to participate in a number of sponsored activities and programs throughout the year. As part of the network you can continually expand your contacts and share best practices with the top tier of advisors in the country. In addition to the benefits of networking with highly accomplished, multi-disciplinary professionals, you'll have the opportunity to participate in select programs and offerings throughout the year.
As a member The Legacy Wealth Coach Network, you also enjoy:
- Quarterly network conferences
- Private consulting services
- Members-only webinars and discussions
- TLPS software license and updates
- Access to the Legacy Wealth Coach Resource Center
- Webex training calls and support
- Unique systems and industry’s best practices
- Connections to strategic partners and businesses
- Subscription to Advise Journal
- Member-to-member outreach
- Ongoing professional development