Course curriculum

    1. Legacy Letter Advisor Onboarding Guide

    1. 1. Advisor Quickstart Video

    2. 2. Your Landing Page and What You Need to Send Us

    3. 3. Signup For a Call to Meet Blake (optional)

    4. 4. How Your Clients Can Use the Legacy Letter Program

    5. 5. How to Introduce Legacy Letter to Clients

    6. 6. Sign Up to Join A Private Legacy Letter Workshop exclusively for advisors and partners

    7. 7. First Month Goals

    1. Best Practices and Scripts

About this course

  • Free
  • 9 lessons
  • 1.5 hours of video content

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