Phase 1: Foundation

A personal call to review your training agenda and provide you with your login information so you can get started right away.

 

An exciting online video to cover the basics for becoming a successful legacy advisor. You’ll learn the true meaning of legacy planning, how it will benefit your clients, what it means to your business, and what you can expect from our program.

 

An online video that walks you through the software and shows you how easy it is to use. Administrator access lets you invite clients, monitor their progress edit their plans, and access our resource library―the marketing nucleus behind the Breadcrumbs℠ program.

 

One-on-one private consulting to discuss what you’ve learned. We’ll also carefully review all of the marketing material found in your “Resource Library.”