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Legacy Advisor Strategies | Family Values Legacy

Family Values Legacy - Values, Not Valuables

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Legacy Advisor Strategies | Family Values Legacy | legacyclient.com Reviews
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Family Values Legacy - Values, Not Valuables
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1 info@legacyadvisorstrategies com
2 values before valuables
3 client guided experience
4 the legacy story
5 mission
6 the ultimate gift
7 benefits
8 faq’s
9 blog
10 free resources
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Legacy Advisor Strategies | Family Values Legacy | legacyclient.com Reviews

https://legacyclient.com

Family Values Legacy - Values, Not Valuables

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1

LAS – A Guided Experience | Family Values Legacy

http://legacyclient.com/las-a-guided-experience

Guided Content / Tools. LAS – A Guided Experience. Guided Content / Tools. Here are just some of the tools you’ll gain access to as part of your guided experience. Strategies, and Resources to Deepen Client Relationships and Capitalize on The Largest Intergenerational Wealth.

2

LAS – Mission | Family Values Legacy

http://legacyclient.com/las-about/las-mission

Guided Content / Tools. LAS – Mission. Guided Content / Tools. Our mission is two-fold:. Our mission is to provide a valuable, easy, and affordable way for financial professionals (primarily financial advisors and estate planning attorneys) to empower and inspire their clients to build a legacy that extends beyond just their financial assets and helps clients to begin planning, preparing, and preserving emotional assets as well. Our focus is to help you utilize Legacy to:. 8211; Cultivate relationships w...

3

LAS – Benefits | Family Values Legacy

http://legacyclient.com/las-benefits

Guided Content / Tools. LAS – Benefits. A Powerful Multigenerational Legacy Planning Methodology. To Create A Highly Impactful and Unparalleled Client Experience! Utilize Our Legacy Program To:. Provide your clients access to extensive resources as a value-added extension of your services and differentiate your firm. Get in front of an unprecedented shift in family wealth. Gain additional insights and deepen client relationships. Establish an unforgettable client experience; become more referable. This i...

4

Capitalize On The Largest Intergen Wealth Transfer In History | Family Values Legacy

http://legacyclient.com/capitalize-on-the-largest-intergen-wealth-transfer-in-history

Guided Content / Tools. 14 Nov 2014 / by. Mark T. Davis / in. Capitalize On The Largest Intergen Wealth Transfer In History. Utilize Legacy To Capitalize On The Largest Intergenerational Wealth Transfer In History. Every year for the next 50 years, $1 trillion will pass from one generation to the next, resulting in the greatest wealth transfer in the history of the United States –. For financial advisors the question becomes, Who will heirs turn to for guidance in managing that wealth? Only about 3% of F...

5

Why Legacy Advisor Strategies? | Family Values Legacy

http://legacyclient.com/why-las

Guided Content / Tools. Why Legacy Advisor Strategies? Guided Content / Tools. Why Legacy Advisor Strategies? Our program is designed to help you solve for many of these issues. 90% of assets transferred to the next generation don’t stay with the parents’ existing advisor Financial Planning May 2013. AS A SUBSCRIBING MEMBER YOU’LL ACHIEVE ALL OF THE FOLLOWING AND MUCH MORE! 8211; Bridge the gap between generations and manage the whole family’s wealth. 8211; Better connect with affluent female investors.

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