As you consider partnering with Legacy Financial, we would ask that you examine the following so we can have a meaningful conversation:
• What areas of your business would you like to more fully develop?
• Please be prepared to share your vision of your ideal future.
• Describe your “A Clients” and the work that you do for them.
• Tell us about your relationships with other industry professionals.
• What are you doing to control expenses and increase revenue?
• What are your revenue growth goals for the next 12 months?
Please consider which of the following business categories could best help you achieve your goals:
• Additional client value
• Business management
• Develop partnerships with other professionals
• Align responsibilities with strengths
• Streamline procedures
• Build your personal brand
• Use technology as an advantage
• Support team integration and delegation
• Achieve vision of Independence
Do you feel held captive by your current Broker/Dealer?
* Own your clients* Have the ability to purchase additional practices* Participate in Succession Planning for your practiceAre you restricted by the company you represent?
*Represent an Indpendent Broker/Dealer, and a number of Insurance companies. Carry weight with multiple companies*Access competitive payouts with immediate vested renewalsCan you offer your clients true financial planning?
