FOR ADVISORS

Maximize the Overall Financial Value of Your Practice

Understand How Our Legacy Program Helps You Create a Succession Plan that will Protect Your Client’s Legacy and Your Legacy

AVOID UNNECESSARY RISK

90% of Financial Advisors Over 60 Don’t Have a Succession Plan

  • Advisors put their clients at risk and the legacy they worked on for a lifetime can be destroyed.
  • If the unexpected happens their families may not be compensated fairly.
two people reviewing financial data
desk with financial documents
GROW WITH LEGACY

You Should Be Able to Preserve Your Client’s Legacy

  • We know what it’s like to want your client to succeed. That’s why we designed our Legacy program. It is a succession, retirement, death, and disability plan for Financial Advisors who put their clients first.
  • We help financial planners just like you put in place sound succession strategies so they can protect their legacy.
THE FORMULA FOR SUCCESS

Our Legacy Program

1

ADVISOR LEGACY SOLUTION

The Advisor Legacy Solution begins with an introduction to our firm so you obtain a better understanding of who we are, what we do, and our philosophy. We then move into what we call the Right Fit Meeting.

2

RIGHT FIT MEETING

The Right Fit Meeting helps determine how we can work together, if we have chemistry, and philosophical alignment. We are selective with who we work with.

3

SUCCESS FORMULA + LEGACY PROGRAM

When we agree to work together, we move to the Success Formula to share what a successful Legacy Program looks like.

At this point, we discuss values. Once we are in agreement we move toward the Solutions Kickoff with agreements in place to begin discussing The Legacy Launch. 

4

LEGACY LAUNCH

The Legacy Launch is the beginning of client contact and strategy. We develop a clear transition strategy with dates, timetables, announcements, phone scripts, and prepare any necessary client paperwork.

5

BRIGHTER FUTURE

Our last step is critical. We call it The Brighter Future which is where clients start to see our service and support shine.

 
DON'T WAIT, TIME IS VALUABLE

Get Started Today

1

REQUEST A DISCOVERY CALL 

No strings attached - just give us a call to start the conversation!

2

FIND OUT THE "WAYS WE CAN HELP" 

We have a custom, proprietary framework called "Ways We Can Help" where we work with you to find out exactly how FFP can help you.

3

WATCH YOUR FIRM GROW 

Evolve into your new career as a comprehensive financial planner and cultivate business all year long.

man and woman working at desk

Don’t Risk Your Client’s Legacy

Having a succession plan in place creates a triple win:
The Clients Win
Your Family Wins
The Advisor Wins