The SIMPLE way to get your clients’ affairs in order
You’re all about helping others and one of the best things you can do for your clients – and your business – is to integrate the Legacy Pathway System™ into your practice.
Our unique turn-key system generates referrals, professional connections and business for everybody. Take your business to the next level with the Legacy Pathway System™
THE LEGACY PATHWAY SYSTEM™
The Legacy Pathway Kit: tools for financial advisors to help you teach and motivate your clients.
From The Heart Legacy Planner™: a digital workbook for clients to capture what matters most.
Educational Materials: even though our system requires no specialized knowledge we will provide you with the training and support you need to get started. Get results with marketing materials, educational training and ongoing support.