We have a vested interest in your success a member of Plan Your Legacy and provide you with ongoing expert support, including:
Quarterly Conference Calls
One of our certified legacy advisor coaches will be available to you and your team for advice on growing your practice, refining your strategic plans, and maximizing your investment.
Branding Retreat*
With Pusateri Consulting our two and half-day retreat retreats help you distinguish yourself as a legacy advisor to differentiate yourself from competition. You’ll go through a proven Value Ladder™ process that empowers you to communicate with confidence, passion, and speed.
Annual Conference*
All of the Breadcrumbs legacy advisors can network, share best practices, and learn how to take their businesses to new heights. These fun, informative conferences feature keynote speakers, breakout sessions, and much more.
*We highly recommend this optional session. Additional charges apply.
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