The Legacy Companies

Description

• The Legacy Companies helps advisors have the right relationship with their prospects and clients, every time. We partner with wealth advisors to fine tune how they attract, engage and retain clients by deploying proven business systems. Established advisors often have the foundation for a successful business, but lack the required systems and processes that will take their business to its next level of success. Legacy helps advisors deploy a dynamic sales process supported by powerful client discovery tools that are designed to drive business revenue, while deepening the client relationship and overall trust. Our business systems are customizable and can be expanded within the advisor's marketplace. All this is supported by Legacy's consultative team approach which ensures they are never left on their own to incorporate these strategies into their existing business. The end result is a streamlined business system, designed to simplify life and reduce complexity. Membership includes but is not limited to the following:- Personal Coaching & Case Consulting- Proprietary Client-Discovery Software- A Step-by-Step Approach - Client Discovery Tools & Deliverables- Turnkey Business Systems- Industry Best Practices Model- Personal Action Plan
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  Headquarters:101 Longwater Circle Suite 103, Norwell, Massachusetts, United States

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  Phone Number: +1 781-740-0033

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  Website:

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  Employees:10

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  Revenue:$1 - 10M

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  Legal Name:The Legacy Companies

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• |  NAICS Code: 523930  |

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