Improve your business.
Change your clients' lives.
Plan Your Legacy’s new Breadcrumbs program has the tools that financial advisors need to become legacy advisors. As a legacy advisor, you’ll work with clients to determine what they will leave behind—their personal legacies that go far beyond just financial assets. Becoming a legacy advisor will help you to increase client loyalty, differentiate yourself from the competition, attract new clients, increase business, and position yourself as a leader in this rapidly growing field.
Financial advisors are uniquely qualified to lead clients through the important process of legacy planning. It’s important to plan now, so your clients are prepared before a serious illness forces the issue. Our powerful, comprehensive Breadcrumbs legacy planning program offers everything from software to marketing tools and professional training. The program was developed by Mark Colgan, CFP® professional, founder of Plan Your Legacy, LLC, and a leading expert on legacy planning.
We’ve created a simple, three-phased approach to help you integrate legacy planning into your current practice:
