Give your practice a competitive advantage
Our contracted advisors receive the benefit of our collective experience in the form of useful articles and papers, industry updates, educational presentations, sales tips and peer-to-peer discussions.
These shared insights expand our awareness of the latest industry best practices and changing client needs, so we can deliver more informed and reliable services to our clients and, as a result, stronger business.
Each of us can recall someone along our career path who taught us new ways of thinking, inspired our creativity in solving problems and instilled greater confidence in our abilities as an advisor.
Our team provides coaching for contracted advisors who can benefit from strategic, one-on-one mentoring and guidance. It’s a focused opportunity for you to ask the burning questions and get honest, direct answers to help you make the right decisions for your practice.
Our partnership with IAMS, Inc. gives you access to marketing support and resources to help you with every facet of promoting your business and communicating with your clients.
Establish a professional brand identity, including logo, colors, and branded materials. Create a polished and engaging website that reflects your client value. Improve the effectiveness of your email marketing, social media and lead generation efforts. Infuse new energy into your live events and digital marketing to enhance your online presence.
More prospects. More clients. More referrals.
Open the door to countless opportunities by integrating LegacyLock into your practice. You can now offer an easy to use software tool that seamlessly generates attorney drafted documents in all 50 states.
The LegacyLock process can help you with:
- Complete will and trust package
- Funding assets
- Organization of your trust