article-card David Thorn | January 23, 2020

Let’s Discuss Client Retention

LegacyBook is now a fully integrated digital platform for financial services firms, making it the first client-focused, custom app for financial planning of its kind.

According to LegacyBook CEO David Thorne, this is a major step for the financial planning industry.

“Financial transformation starts with the client experience. With our new integration ...


article-card Hannah Carlson | January 21, 2020

Let’s Discuss Client Retention

Client retention is and always will be one of the most important aspects of business. It is something that everyone in business is always worried about.

Here are a few statistics about client retention: According to Agile CRM, “Existing customers spend 67% more on your products and services than newly acquired customers. Increasing customer retention rates by a mere 5% will increase your company’s profits by anywhere from 25% to 95%.” These statistics come from Medium: “58% of customers switch to a different brand. 78% of consumers retract loyalty...


article-card Hannah Carlson | January 14, 2020

Ok, Boomers Let’s Get Real About Millennials

Millennials are the generation driving the great wealth transfer. But, only 30% of financial advisors are looking for clients under the age of 40. (XY Planning) As the people receiving the wealth Millennials are expecting communication, collaboration, and connection. Millennials are different, that is for sure, but they are also so much more than the latest headline about our obsession...


article-card Hannah Carlson | January 10, 2020


Andy Warhol once said, “In the future, everyone will be world-famous for fifteen minutes.” But, that isn’t what legacy is all about. Legacy is so much more. It is personal-just yours-and no one will ever have the legacy you do. Even though you may think that you are average no one is. A legacy isn’t about personal fame or notoriety. Legacy is...