Understand How Our Legacy Program Helps You Create a Succession Plan that will Protect Your Client’s Legacy and Your Legacy
The Advisor Legacy Solution begins with an introduction to our firm so you obtain a better understanding of who we are, what we do, and our philosophy. We then move into what we call the Right Fit Meeting.
The Right Fit Meeting helps determine how we can work together, if we have chemistry, and philosophical alignment. We are selective with who we work with.
When we agree to work together, we move to the Success Formula to share what a successful Legacy Program looks like.
At this point, we discuss values. Once we are in agreement we move toward the Solutions Kickoff with agreements in place to begin discussing The Legacy Launch.
The Legacy Launch is the beginning of client contact and strategy. We develop a clear transition strategy with dates, timetables, announcements, phone scripts, and prepare any necessary client paperwork.
Our last step is critical. We call it The Brighter Future which is where clients start to see our service and support shine.
No strings attached - just give us a call to start the conversation!
We have a custom, proprietary framework called "Ways We Can Help" where we work with you to find out exactly how FFP can help you.
Evolve into your new career as a comprehensive financial planner and cultivate business all year long.