Financial Advisors

$41 Trillion Transfers to the Next Generation by 2052.

Will you be ready to capitalize?

Serving your existing clients and growing your future business in this market climate is becoming more difficult to do. Between 80% to 90% of heirs reject their parents’ financial advisors soon after receiving their inheritance.

Take our 5-question survey to quickly assess where you stand with wealth transfer opportunities. When you’re done, we’ll give you more info that can help you improve your odds of success.

Advisor Survey

Our success index will help determine if you and your financial services team, practice, team, or firm are ready to successfully manage the wealth of your client-families as the wealth transfers from one generation to the next, differentiate yourself from your competition, and demonstrate the value that no technology (e.g., robo-advisors) will ever be able to deliver.

All responses will be kept anonymous.

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© 2016 Legacy Capitals, LLC. All rights reserved. This material may not be rewritten or reproduced in whole or part without the express written permission from Legacy Capitals, LLC.

Results

Your Score
Range Profile
5-12 Silver
13-19 Gold
20-25 Platinum

Using the rating table above, determine if your total score aligns with the Silver, Gold, or Platinum profile.

Silver - This result suggests that there is an opportunity to quickly focus time and energy on preparing yourself, team, and business on the opportunity before you, otherwise, you may be at business risk in the future.

Gold - Focus more of your time and energy on those questions that you answered undecided, disagree, or strongly disagree. Following our recommended next steps will help you accomplish this.

Platinum - Congratulations! Continue to build on what is working and look for innovative ways to advance your knowledge and toolkit to stay ahead of your competition. For example, join our Video Library or sign up for our e-Learning Courses.

Next Steps

If your profile was either "Silver" or "Gold" here are the recommended next steps you can take to increase your success index score in the future. If your profile was "Platinum" and you are not familiar with the resources below, we would recommend selecting one or two to advance your knowledge and toolkit.

    Introductory
  1. Read these articles:
  2. Read our FAQs.
  3. Intermediate
  4. Complete our Advisor NextGen Opportunity Rating System.
  5. Subscribe to our Video Library.
  6. Advanced
  7. Sign up for one or more of our e-Learning Courses that will prepare you for your NextGen opportunity.
  8. Purchase and read the LEGACY book.
  9. Ask us a question and receive a response from a Legacy Capitals professional within 48 hours.

Contact us if you want to engage Legacy Capitals to work with you, your firm, and/or your HNW or UHNW client-families.

e-Courses For Advisors

Free

For Advisors: Your NextGen Opportunity

In this course you will learn why Financial Advisors and Financial Firms have begun to focus their time, energy, and resources on the NextGen of their client-families and the risk to your business if you do not. This course will review the wealth transfer statistics, what parents report is keeping them up at night, and how to best understand your role in the legacy planning process.

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Free

For Advisors: Psychographics of the NextGen

In this course you will learn what you need to know before executing your NextGen strategy. This course will review the differences between Baby Boomers, Generation X and Millennials, with a focus on the interests and values of Millennials, and what they want from a relationship with their Wealth Advisor.

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