Service. Delivered.
Build your legacy with award-winning support
from the smartest people in the business.
Wherever you're at in your career,
you'll be at home with us
Our Legacy Track™ is a practice management system used by our in-house practice management consultants to help our independent representatives incorporate meaningful business strategies and resources into their financial practice.
The process starts by identifying each independent representative’s primary business objective. There are three Legacy Tracks: the Practice Accelerator, the Established Practitioner, and the Legacy Engineer.
Practice Accelerator
Practice Accelerator
We partner with our Practice Accelerators to help execute their unique vision and address their areas of concern for generating increasing client assets with targeted strategies.
- New Business Strategies
- Brand (Re)Engineering
- Comprehensive Financial Planning Strategies
- Merger and/or Acquisition Strategies
- Practice Expansion Strategies [Hiring and Training Independent Representatives]
The Established Practitioner
The Established Practitioner
We partner with our Established Practitioners to help execute their unique vision and address their areas of concern for maintaining their client base with targeted strategies.
- Brand (Re)Engineering
- Referral Business Strategies
- Comprehensive Financial Planning Strategies
- Client Communication Strategies
- Practice Support Strategies [Hiring and Training Independent Representatives]
The Legacy Engineer
The Legacy Engineer
We partner with our Legacy Engineers to help execute their unique vision and address their areas of concern for transitioning their financial practice with targeted strategies.
- Merger or Acquisition Strategies
- Succession Planning Documents and Strategies
- Replacement Strategies [Hiring and Training a Replacement]
Unparelleled Support,
Included in Your
Affiliation Fee
Tech: Stacked
Our advisors get access to best-of-breed technology from top providers. Our tech stack features everything you need to supercharge your business, and it’s all included in your affiliation fee. The SPS Family tech stack includes…
- Redtail CRM
- eMoney
- Docupace
- Riskalyze
- Horsesmouth
- Wealthscape
- Invoice Tracking
- Credit Card Processing
…and we’re always researching, vetting, and procuring new solutions.
Practice Management
Whether you’re building, cultivating, or winding down your practice, we’re excited to help you do it the best you can. Get business, marketing, and operations support from people who have stood where you stand.
Case Planning
Our case planning pros are all advisors or former advisors who have an alphabet soup of degrees and certifications next to their names. Let them help you solve your trickiest client puzzles.
Succession Planning
SuccessionPlus, our award-winning succession planning program, features an online marketplace for connecting buyers and sellers as well as resources on financing options, valuation methods, and more. In other words, SuccessionPlus takes the suck out of succession.
Social Media
Our award-winning social media initiatives like Social Media Summer School help advisors build their social media profiles and leverage them to find prospects, win business, and retain clients. Turn ❤️👍▶️ into 🗣🤝😊