Legacy Co

Legacy Co, located in Norwell, MA, specializes in modern practice management for wealth managers, offering tailored training and coaching services designed to enhance business growth and client relationships. Their comprehensive programs focus on developing both technical skills and soft skills, empowering advisors to align financial strategies with their clients' personal values and goals.

With a commitment to client retention and business development, Legacy Co serves a diverse range of financial professionals, from individual advisors to large institutions. Their tailored coaching and consulting services aim to elevate performance and foster lasting relationships, ensuring wealth managers are equipped to meet the evolving needs of their clients.

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