welcome Tucker Financial Group as our latest corporate partner
Tucker Financial Group is investing in their financial advisors by partnering with LMC to offer the following suite of services to scale their advisors businesses by asking powerful, in-depth questions. An advisor that engages Legacy Matters Coaching will be able to accomplish the following.
Strategic Business Planning
Develop a clear, long-term vision and business roadmap
Identify a unique market position and set of value propositions
Set measurable goals for accountability, expansion and scaling
Client Acquisition and Retention
Become a household name in your community by creating effective marketing, networking and referral strategies
Leverage digital marketing and personal branding
Enhance client onboarding and retention process
Revenue Generation and Fee Structuring
Transition to a fee-based or hybrid revenue model
Offer value-added AI investing services for high-net-worth clients
Develop scalable pricing and service structures
Leadership and Team Development
Hire high-performance advisory and administrative teams
Learn to delegate tasks effectively to maximize productivity
Create a company culture that attracts and retains top talent
Improve management practices and advisor closing ratios by improving emotional intelligence.
Operational Efficiency & Technology Integration
Implement CRM, automation, digital office and cutting edge tools
Streamline workflows and administrative tasks
Learn to use data and financial analytics for business decision-making
Legacy and Succession Planning
Plan your own retirement, determining the ideal timing to exit
Develop your next generation to achieve greater heights
Establish a legacy for future generations
Getting Started with TFG coaching services
Step 1: Initial Conversation
Step 2: Personalized Business Plan
Step 2: Personalized Business Plan
Schedule a free consultation to discuss how our coaching can grow your business and yourself.
Step 2: Personalized Business Plan
Step 2: Personalized Business Plan
Step 2: Personalized Business Plan
Schedule a no-charge 1.5 day onsite interview to gather information to build your plan to achieve your dreams.
Step 3: Implement Plan
Step 2: Personalized Business Plan
Step 3: Implement Plan
LMC will coach and support you on your journey.