BUSINESS SUPPORT

Hear from your peers:
Why did you decide to transition to The Legend Group?

Learn how The Legend Group gives you the support you need to succeed.

Our Team. Your Practice.

Our goal as your long-term partner is to provide you with the support you need to manage and grow your business. Once you've transitioned to Legend, you will receive ongoing support from our dedicated and knowledgeable teams, all working to help you succeed. No matter what you need, you will find the help, ideas and motivation from our team.

Product Support

Legend’s Investment Consulting Group (ICG) is focused on providing a proactive, consultative, and open architecture approach. ICG is also committed to being easily accessible and providing each of our Financial Professionals with the highest level of support, including the latest product and industry information, and innovative sales ideas.

Legend’s ICG team provides:

Product Awareness and Education

  • Selling Agreements
  • Vendor Liaison
  • Insurance Marketing Organizations
  • 401(k) plans
  • Alternative investments
  • Slot management
Case Management
  • Product fitting and positioning
  • Marketing materials
  • Insurance Marketing Organizations
  • Hypos, proposals, and presentations
  • Introduce partner support
Practice Management
  • Identify new business opportunities
  • Analyze current book for fee-based opportunities
  • Setting AUM goals
  • Legend Advisor Financial Security Program
  • Sales Technology and Tools

Legend’s Transition Team
Our highly trained Transition Team works with new Financial Professionals every step of the way to ensure the process of joining Legend flows smoothly. The team is comprised of experienced specialists who are dedicated to our Financial Professionals’ success. Their goal is to streamline the process so you can devote more time to your client relationships. From licensing, to transferring accounts and introducing new fee‐based managed accounts, Legend’s Transition Team will oversee the details so that our Financial Professionals may remain focused on their practices.