LegacyBook® app was Made to Retain

95% of clients remain with their advisor during the 1st year

Only 74% remain after the 4th year

Reduce wasted effort and resources by quickly establishing trust with each client

Build Trust for Deeper Relationships

Refocus advisor/client engagements on building trust with a direct roadmap in building a legacy. Grow your business on purpose type conversations and deeper relationships that help your clients focus on what is most important.

Turn Trust into Referrals

Your best prospects are at your clients’ fingertips with the tap of a button where they can connect you to their immediate family, friends, and colleagues.