Advisor Resources Center

02. Personal Readiness Methodology
Existing sequence

06 Legacy

What you will learn in this video

  • ✓Understand the purpose of the Legacy Talent Tool and its role in Personal Readiness planning.
  • ✓Learn how to explore the impact business owners want to leave behind after exiting their company.
  • ✓Discover how legacy can be reflected through family, employees, community, relationships, and personal values.
  • ✓Understand how to use the accompanying worksheet to document legacy goals and guide future Personal Readiness conversations.

About this video

This lesson introduces the Legacy Talent Tool and helps advisors guide business owners in defining the lasting impact they want to create beyond business ownership. You'll explore how legacy connects with family, employees, community, and personal values while using the accompanying worksheet to capture insights for future planning.