Endorsal 
25 verified testimonials
4.9/5 average rating
Lewis Kent Verified customer
SPM Financial
Tim
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."
3 years ago
Kevin Murdoch
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
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."
4 years ago
Eric
APEX Securities & Asset Management, LLC
"Great information. Thoughtful & practical."
4 years ago
Charlene Quaresma Verified customer
Northwestern Mutual-Quaresma Group LLC
"Todd and his team embraced my unique capabilities and helped me build a plan to up-level. He didn't put me in a box and truly listened to my vision and provided a road map to help me get there. I highly recommend working with Legacy."
4 years ago
Jeffrey W Askins, CFP�, CDFA�
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
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 Verified customer
Family Wealth LLC
"The “Huddle” is powerful"
5 years ago
Michael
Envestnet - PA/MD
"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"
5 years ago
Dave
Family Wealth LLC
"The "Huddle" is powerful"
5 years ago
Charles
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."
5 years ago
Adam
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."
5 years ago
Kylie Drynan Verified customer
Drynan Strategic Financial Solutions
"This program is unlike any other because it focuses on relationships and emotional connections, not just portfolios. My language and effectiveness have improved greatly. I'm able to give clients so much value and a meaningful connection."
5 years ago
Emrich Verified customer
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!"
5 years ago
George
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."
5 years ago
Chris Pistone Verified customer
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!"
5 years ago
Haley Verified customer
"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."
5 years ago
Dianna
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."
5 years ago
Marc Sayer
Horizon Financial Group
"Great lessons that remind advisors how to best help those that they serve."
5 years ago
Kodie
Kodie Dewar
"Very well laid out, easy to follow, great content. Would recommend this to anyone."
5 years ago
Gregg
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."
5 years ago
Matthew Verified customer
Financial Horizons Group
"Outstanding!"
5 years ago
Richard Verified customer
Patterson Financial Group
"Really enjoyed great exercises to make me think about where I am going I continue to use bridge talk with success"
5 years ago
Garry Burry Verified customer
Northwestern Mutual
"The one day Legacy event gave me new language I hadn't heard in my 37 years in the business and renewed focus on the type of new client I need to be exposed to."
5 years ago
"The Advisor Growth Journey has changed the trajectory of my career. It 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