Endorsal 
Michael Verified customer
Envestnet - PA/MD
Gregg Verified customer
Northwestern Mutual
"Very good, thought provoking & well worth the time/effort. As you said it now takes a lot of practice, practice, practice! I’m even going to retake the Ignite course again. Todd, Chris, & Rob do a great job of explaining things/material. "
4 years ago
Rebecca Gustafson Verified customer
Gustafson Wealth Management
"Thank you for helping us to build something that is already creating a more meaningful impact than the work of my first 15 years in practice. And we are just beginning!"
a year ago
Padric Scott Verified customer
"Legacy has been a great resource to me and their mentorship has allowed my firm to grow rapidly in the planning space. They never hesitate to reach out and make themselves available to me directly to support the growth of our firm."
a year ago
Jon Verified customer
Securities America
"Programs so far have been focused on a repeatable process that is much more focused than other training programs. There is a uniqueness to Legacy"s sytem that truly creates a differentiation from most other advisors."
a year ago
Graham Bell Verified customer
Barill and Company
"Todd and Rob were excellent and the days were very interactive which I enjoyed. A lot of self-reflection has ensued and I feel totally refreshed. Thanks everyone!"
a year ago
Rose Pinciotto Verified customer
Prudential
"Think-Legacy courses and materials are the best I have ever experienced. I wish that I had met them when first starting out 12 years ago. Their systems and top in class."
a year ago
Mark Landers Verified customer
Haunn Landers & Co
"Legacy is an organization that has great training and systems to support advisors that want to provide a deep meaningful planning engagement with their clients. They have been a great partner to our firm for over 15 years!"
a year ago
Robbie Fleischacker Verified customer
Stonehaven Financial Group
"Attending GrowthCon may have been the best value 2-day event I have been to in a long time. You leave with tangible tools/steps that you can implement right away. It is always time well spent with Legacy!"
a year ago
Lewis Kent Verified customer
SPM Financial
"The Advisor Growth Journey has changed the trajectory of my career and the one-on-one coaching I have received from Legacy has allowed me to take a step back from my business to get clear on what I want to achieve and implement an action plan to get there."
2 years ago
Tim Verified customer
Haunn Landers & Co
"As a long term Legacy client, the Advisor Growth Journey was a great refresher to be relevant & sustainable. We love to be different & make a difference in our clients lives. The journey is well worth the creating a client experience."
2 years ago
Kevin Murdoch Verified customer
RBC+Dominion+Securities+Inc
"I thought the course was very well put together between the live presentations and the course work. It created a unique way to chat with prospects and clients and turned practical information into simple usable visuals"
3 years ago
Jon Verified customer
RBC Wealth Management
"This was great, informative course. Practical and innovative. I'm excited to include the bridge and approach talk and the planning table discussion with all my clients and prospective clients."
3 years ago
Eric Verified customer
APEX Securities & Asset Management, LLC
"Great information. Thoughtful & practical."
3 years ago
Jeffrey W Askins, CFP®, CDFA® Verified customer
Synovus
"Each component module of the Ignite Course provides a useful way of re-thinking behaviors. I wish that I had learned some of these practices many years ago."
4 years ago
Darrin Brumbaugh Verified customer
Northwestern Mutual
"Great session and reminder today from Rob on the importance of reading our vision daily! Helping our team quantify the value of what we bring to the table. (Referencing Rob's webinar: "Why Being a Great Advisor is Not Enough")"
4 years ago
Dave
Family Wealth LLC
"The "Huddle" is powerful"
4 years ago
Charles Verified customer
Envestnet - Canada
"I like the personal and emphatic approach. Together we deliver better results. Great topics and well though of visual sport. All together, this program brings me a step closer to become an explicitly better professional vs implicitly good."
4 years ago
Adam Verified customer
The Next Level Planning Group
"Great material overall. Would be helpful to have real-life examples of how it has been incorporated in other practices."
4 years ago
Emrich
Stellar Advisor
"The ECHO course was great to go through and I appreciated Todd's leadership. The content was well prepared and the live meetings reinforced the concepts and helped to take my perception and thinking to a new level! Thanks!"
4 years ago
George Verified customer
Latiolais and Associates
"I think the information is very good and likely powerful. I don’t know that I am proficient enough in the subject matter, at this point, to engage in this conversation with ultra high net worth folks, who I think would most benefit."
4 years ago
Chris Pistone
Baird
"Todd consistently showers his clients and those in financial services with value, producing a ton of free and paid content that has changed the way I conduct my business for the better. I owe part of my success to The Legacy Companies. Thx!"
4 years ago
Haley
"I absolutely, 100% recommend the Legacy Group to any Financial Advisor. Going through these courses I have learned: phenomenal language, a process that increases probability of implementation, gaining confidence with clients & more."
4 years ago
Dianna Verified customer
Sagemark Consulting
"Great course! I really enjoyed having both the whole group and breakouts during our calls. One suggestion on the module tests: allow the participant to re-take only the questions that were wrong."
4 years ago
Marc Sayer Verified customer
Horizon Financial Group
"Great lessons that remind advisors how to best help those that they serve."
4 years ago
"Todd, Chris and Rob are the coaches I want in my corner. By working with each of you, I learned how attention to detail combined with the right words and how to say them creates a refreshing perspective for the advisor and their client"
4 years ago