New Year



Complimentary New Year Revitalization Kit

As we move toward the end of the year, you may find that business has wound down. Many advisors use this time for administrative tasks, to reflect on their year, and to spend time with family.

But this is a good opportunity to assess your practice and build a marketing plan. To help advisors reach new heights in 2019, Legacy Financial Partners has developed our latest complimentary sales kit, Preparing For The New Year. This guide has 9 actionable items that help you understand your year in business and why a marketing plan is critical to your success in 2019.


  • How To Properly Evaluate Your Year
  • Why Production Isn’t The Only Indicator For Success
  • How To Create An Effective Marketing Plan
  • Why Specific Goals Are Important For A Productive Year

Fill out the form below in order to request your free copy of the New Year Revitalization Kit