JOIN OUR COMMUNITY AND CONTINUE THE CONVERSATION WITH LIKE-MINDED FINANCIAL LIFE PROFESSIONALS.

AS A MEMBER YOU RECEIVE ACCESS TO OUR PERSONAL DEVELOPMENT TOOLS AND TECHNOLOGIES PROVIDED BY LEGACY.

RECEIVE:

Continued Access to the Financial Life Professional™ Online Program:

• The Financial Life Professional Certificate Modules:
  • Helping their clients achieve a positive, enabling relationship with their money, wealth, and worth so as to create a Great Financial Life™
    
    
  • Exercising their skills and intuition to engage, encourage, and empower through an educative and collaborative conversation, inspiring others into action
    
    
  • Leading by example through getting present to the state, quality, and understanding of their own financial life
    
    

• The Financial Life Professional Playbook System to Plug-in to:
  • Business plans based on your skill-set, bandwidth and commercial commitment which include regular tasks, to do lists, and activities. Based on the professional path you have chosen, follow the :
    
    
    • Leader Playbook – In the Business of Education and Empowerment
    • Coach Playbook – In the Business of Accountability
    • Advisor Playbook – In the Business of Accessibility
      
      

Access to Coach2Coach call with RICHARD DOLAN

• Weekly LIVE Digital meetings hosted by Richard Dolan
  • LEGACY is proud to host Richard and have you listen, learn and interact with him as he reveals new financial technologies, psychologies, and philosophies on money, coaching and communicating.  Attend so you can get better equipped on shifting and transforming your relationship to money, your wealth and your worth.
    
    

• Access the library of the previously recorded episodes
  • Missed it LIVE, watch it ANY time in our library
    
    

Access to our Financial Life Professional Affiliate Marketing Program:

• Receive specific links to products or services that qualify for referral commissions. (subject to availability)
  • Post and promote those products and links on your sites or social media to drive traffic to our products and services.
  • When people buy, and transactions are complete, you can earn referral commissions.
    
    
• Receive an affiliate dashboard
  • Review your successful referrals commission earnings via your own dashboard at any time or any device 24/7.

• Legacy Edge Customer Relationship Manager (CRM)  1- 1000 contacts

• • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management
  • Marketing Automation