Become A Chartered Legacy Advocate

The Chartered Legacy Advocate Program Is an Opportunity for Wealth Managers To Grow Their Assets Under Management (AUM) And Retain Clients.

Work Smarter With Continued Education

Gain Access To

Legacy Talks®, our weekly newsletter
Two FREE mentoring sessions on effective sales and legacy planning
Our podcast library from Legacy Experts
Advocate Resources
Interview with Advocate

Client Materials

Generate new clients and referrals with group presentations or use individual client presentations on Why Legacy Matters.

Client Special Offers

Make clients feel special by offering discounts for the Legacy Stories Guidebook and Legacy Stories Professional Services.

Interview
Advocate Resource

Industry Networking

Join our quarterly Zoom conference on legacy planning best practices. It’s an easy way to stay up to date with the latest information and can help you be more successful.

Training

The program includes an online course for the Wealth Manager Chartered Legacy Advocate (ChLA) designation.  Video tutorials and training documents on how to differentiate your services and strengthen your client relations.

Advocate Resources

Benefits for Your Business

Build client family relations
Increases likelihood the family will retain you as Advisor after the primary account holder passes away
Obtain new clients
Generate high-quality referrals
Deepen client relations and become the Trusted Family Advisor

Benefits for Your Clients

Clients can preserve the past, enrich the present, and inspire future generations
Results in greater generational cohesion and continuity of family values
Clients receive tools and guidance to build their Legacy Assets*

*Their history, life lessons, and family values that inform successors.

What Do You Receive ?

Includes:

Online certification course

Client discounts on legacy planning products

Legacy Talks newsletter

Mentor sessions

Experts webinars

Experts podcast library

Client marketing materials and

one year’s professional membership in the Chartered Legacy Advocate network.

Earn Your Chartered Legacy Advocate Designation

$150 per month. Paid Annually.
Have questions or comments?