Legacy Capitals

Advisors, what do you think? Are none of these options resonating with you? Share in the comments your favorite ways to stay connected with clients during the quickly approaching holiday season! #holidayseason #clientconnection #loveyourclients

This study is fifteen years old and yet, we realize that this is still a reality for most Advisors. Your clients are seeking not only financial guidance, but also a trusted advisor to help them navigate family dynamics, raise well adapted children, communicate their values, and build a lasting legacy. While we hold the belief that you are more than capable of building the skills and core competencies to managing these non-financial topics, we also know that you may find yourself out of your depth every now and again. When that happens, we are here to help. Let’s work together to ensure that the families you serve have the best tools, strategies, and support in place to achieve their long-term goals. We’d love to discuss how we can tailor our services to align with your practice and your clients’ needs. Want a quick glance? Review our services overview doc: https://buff.ly/47LY2e4 *Source: The Kinder Institute, The Changing Role of the Financial Planner, 2009. #financialplanning #financialplanner #wholefamilyadvisor

Food for thought... For any Firm or Advisor who wants to ensure their client-families successfully transfer wealth to their rising generation AND successfully retain the assets to their respective firms, you should seriously consider completing our online, Whole Family Advisor®️Training Program - it was built for this very opportunity! https://lnkd.in/dm22DJT Bill Ringham Legacy Capitals #wealthtransfer https://lnkd.in/ea2pnuvS

Financial planing should be a family affair...and not just about the dollars and cents! October is Financial Planning Month, making it the perfect time to sit down with your loved ones and discuss both future goals and family values. Talk about what your family is passionate about and your vision for future generations. These meaningful conversations will not only bring you closer together, but also will begin paving a path towards successful stewardship of your family resources. #FinancialPlanning #WholeFamilyAdvisor #FinancialPlanningMonth

We love hearing from graduates of our Whole Family Advisor® Training Program! This program has a direct impact on business and ultimately expands the value that advisors can bring to their client-families. #wealthmanagement #wholefamilyadvisor #cfp

Today we spotlight Kaley (Fennell) Hudson! Kaley has been an integral part of the Legacy Capitals team for many years - Kaley leads our Financial Fitness program and supports our client engagements and business operations. Kaley is an incredible colleague who guides us effortlessly and brings immense creativity and strategic insight to everything she works on. If you are lucky enough to know Kaley you know that she is an absolute joy to be around and we are so thankful to have her as a part of our team! #loveyourclients #financialfitness

When serving your clients across generations, it is essential to recognize the importance of bringing everyone together to foster continuity and clarity of the multigenerational planning. This is where multigenerational family meetings come into play—a crucial component of holistic family wealth advising. Learning to effectively design and facilitate a family meeting can make a huge impact on your personal success and the success of your clients. Legacy Capitals is here to support you along the way: → Partner with us: Do you have a family in mind who could benefit from engaging in a family meeting, but you aren't yet equipped with the necessary skills to successfully navigate the family's qualitative needs? We are here to help. We are ready and willing to serve your clients alongside you as an extension of your practice. Reach out to learn more about this model and how we can help you support your clients needs. → Consider our Whole Family Advisor® Training program: This four-course program is designed to equip advisors with the skills needed to address the qualitative needs of their client-families. One of the courses is dedicated entirely to designing and facilitating successful multigenerational family meetings and provides you with the tools and strategies necessary to guide the family through these important discussions, ensuring they are productive and aligned with the family’s overall goals. #multigenerational #wholefamilyadvisor #liveyourlegacy #legacy

Please join us in taking a moment to honor the innocent lives lost on this tragic day 23 years ago. We honor their memory and lift up their families. We extend our deepest gratitude to the first responders and heroes who stood strong in the face of danger and tragedy. May we never forget. #inremembrance #neverforget

Another successful quarterly team meeting has wrapped! As always, this is a time for our team to take a step outside of our day to day operations and recenter ourselves around the values and mission of Legacy Capitals. Last week we spent time diving into how we can continually: → #LoveOurClients and provide the top-tier service they deserve. → Innovate to ensure we are providing relevant, timely, and engaging resources. → Grow as individuals and as a team. This time together is always inspiring and powerful. A big thanks to Richard Orlando, PhD for creating a team culture rooted in hard work, innovation, and fun - ultimately allowing us to provide our clients with the very best. Oh and don't worry: Our team mascot, Tucker, was along for the ride the whole week (especially when a pup cup was offered)! #legacy #liveyourlegacy #teambuilding #teamculture Kaley (Fennell) Hudson | Lauren Blatz, CFP®, CPCC | Hallie Gaudio

Food for thought... #familygovernance Legacy Capitals