Introduction to the Legacy World

What is the Legacy World®?

And how it can help the families you serve.

The Legacy World enables Advisors to easily send videos to their clients at the click of a button. The Legacy World is a dynamic platform of videos built to help families answer the questions that keep them up at night pertaining to their family and wealth. The platform melds seamlessly to Advisor CRMs for easy tracking, and all emails sent through the Legacy World are branded with the Advisor’s firm logo. The Legacy World is a great way to provide additional value to clients and differentiate yourself from competitors in your market.

Key Features

  • Easily engage with clients
  • Personal Communication Dashboard
  • Seamlessly melds with CRMs
  • Branded with your firm’s logo
  • Builds relationships with clients