Legacy Capitals

Even though October is coming to a close, the importance of financial planning is here to stay. Pave the way towards success with your family by talking about more than just the dollars and cents and incorporate values, passions and visions into your financial planning all year long! #financialplanning #financialplanningmonth #values

Richard Orlando, PhD and Kaley (Fennell) Hudson are on the road this week leading a 2-day Family Retreat. One session of this retreat was spent visiting The Walmart Museum and Walmart Heritage Lab where the family dove into topics such as values, entrepreneurship, and wealth creation. “It is a story about entrepreneurship, and risk, and hard work, and knowing where you want to go and being willing to do what it takes to get there.” ― Sam Walton #values #walmart #entrepreneurship #loveyourclients

The Legacy Capitals Financial Fitness Group Education Program with Kaley (Fennell) Hudson is designed to equip young adults with essential personal finance skills so they can step into financial independence with confidence and competence. The program features five virtual group calls, which blend education and discussion, covering foundational topics like budgeting, investing 101, savings, exploring financial values, stewardship, and how to set effective financial goals. Participants also receive three individual coaching sessions to use as they work through developing and implementing their spending plan as well as any other financial goals. Do you know someone who could benefit from this program? Reach out today to learn more! #financialfitness #financialliteracy #budgeting

That's a wrap on another fantastic Legacy Capitals Advisor Seminar! At the seminar, Richard Orlando, PhD provided practical guidance for advisors to position themselves as Whole Family Advisors to retain and attract clients as well as how to communicate their value to the marketplace. Participants walked away with new tools including positioning scripts, action guides and a plug and play slide deck to support their work with their client-families. ____________________ Legacy Capitals hosts quarterly educational seminars discussing timely and relevant industry topics. Participants are provided with resources to bolster their practice and engage more deeply with their clients. Want to score an invite to our next Quarterly Seminar? Join our Pro or Pro Plus Membership plan and you're in! Reach out to learn more. https://buff.ly/40Hxiai #financialadvisor #wholefamilyadvisor #wealthmanagement

We had an incredible time at the Park Avenue Club for our event on “Legacy Beyond Wealth: Creating Meaningful, Enduring Legacies Across Generations!” Dr. Richard Orlando, PhD, Founder of Legacy Capitals, and Jamie Polanco led an insightful discussion on legacy planning, drawing from over 25 years of experience. Guests enjoyed an evening filled with connection, conversation, and valuable takeaways. Everyone left with a copy of Dr. Orlando’s book and some Premier Path Wealth Partners branded gifts!

📈 Statistics show that: → $72+ Trillion will be transferred to the NextGen by 2045 → 70%+ of heirs leave their parents' advisors → 70% of widows leave their advisors after their spouses die. 32% of those who leave cite a "lack of personal connection" as the reason why. These are just a few of the statistics supporting the opportunity that exists when you transition to being a Whole Family Advisor®️. Check out our 4-course Whole Family Advisor®️ Training Program and expand the value you are bringing to your clients. Learn more at the link in the comments! #wholefamilyadvisor #loveyourclients #CEcredits Sources: Cerulli Associates, U.S. High-Net-Worth and Ultra-High-Net-Worth Markets, 2021 Cerulli Associates, Cerulli Edge- U.S. Advisor Edition, 2021. Kiplinger, For Widows: 3 Life Changing Financial Resolutions, 2022. Financial Advisor, Why Are More Women Clients Than Ever Firing Advisors?, 2024.

The Legacy Capitals Whole Family Advisor Training Program®️ empowers advisors to deepen client relationships, build lasting family legacies, and enhance their professional value. Through a series of four courses, Advisors walk away with practical strategies, essential tools, and insights into multigenerational planning to better understand their clients' goals, values, and interpersonal relationships. This program is approved for CE Credits: 8 CIMA®️, 8 CPWA®️, 8 CIMC®️, 8 RMA™, 10 CFP®️ Learn more about our Whole Family Advisor Training Program here: https://buff.ly/3pZVV4R #wholefamilyadvisor #loveyourclients #liveyourlegacy

Food for thought... "Is the family focused on investing, managing, and growing all their capitals (FISHS: financial, intellectual, social, human, and spiritual)?" If not, having significant wealth is like having one long table leg and the other table legs are short or not even there. Legacy Capitals

Advisors, what do you think? Are none of these options resonating with you? Share in the comments your favorite ways to stay connected with clients during the quickly approaching holiday season! #holidayseason #clientconnection #loveyourclients

This study is fifteen years old and yet, we realize that this is still a reality for most Advisors. Your clients are seeking not only financial guidance, but also a trusted advisor to help them navigate family dynamics, raise well adapted children, communicate their values, and build a lasting legacy. While we hold the belief that you are more than capable of building the skills and core competencies to managing these non-financial topics, we also know that you may find yourself out of your depth every now and again. When that happens, we are here to help. Let’s work together to ensure that the families you serve have the best tools, strategies, and support in place to achieve their long-term goals. We’d love to discuss how we can tailor our services to align with your practice and your clients’ needs. Want a quick glance? Review our services overview doc: https://buff.ly/47LY2e4 *Source: The Kinder Institute, The Changing Role of the Financial Planner, 2009. #financialplanning #financialplanner #wholefamilyadvisor