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Advocis is partnering with The Legacy Companies, to bring special access to their Advisor Growth Journey.
The Advisor Growth Journey provides bite-sized, actionable insights that will enhance and evolve your practice. Gain access to all the resources you’ll need to continue growing as a financial advisor.
The program start date and payment will be withdrawn immediately on registration and then on the 1st of each month thereafter for the twelve-month subscription period.
Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.
One-year program: Cancellations can be made within 30 days following registration through our Member and Client Services team. A cancellation fee of $200 will be applied for a partial refund of $797.00 for members and $847.00 for non-members, plus applicable taxes.
Twelve-month subscription program: No refunds or cancellations can be made.
The Advisor Growth Journey consists of 5 key areas, each supported by videos, workbooks, tools, and resources to ensure you have what you need to apply the learning to your business in real time, creating measurable results.
Zero in on the things that matter most for generating growth. Define a niche market to serve and develop a revenue production plan for your business. Create a marketing plan to support revenue, with powerful messaging to attract the right types of prospects.
Utilize an industry-leading sales approach to differentiate yourself from the very first interaction. Discover the structure, tools and specific language that’s been a catalyst to advisor growth for more than two decades.
Enhance your delivery by providing a service that defines you as your client’s most trusted advisor. Step beyond the traditional approaches of typical advisors with our Qualitative Discovery, along with tried and tested structures, tools and strategies to easily make an impactful impression on clients and their families.
Create clients for life and develop specific approaches to engaging the entire family across generations. Learn how to effectively cluster clients — not segment them — and implement our advisor business organization chart, so you have the right people in the right roles to drive growth.
A growing business is always evolving. Explore what comes next to plan for lasting growth, maintain a clear vision you stay connected to and be confident in how you will achieve it.
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