Legaacy

Boston, MA- On May 1st, 2013, The Legacy Companies made a key acquisition, purchasing Venn Advisory, a boutique marketing strategy firm serving top financial advisors in Canada and the United States. Legacy is well-known for its' advanced sales and client engagement process that helps advisors bring a values-based approach to new client opportunities. Adding Venn Advisory's relationship-intelligence marketing approach to the equation has created a single firm with unprecedented capabilities. There are other firms in the industry that provide sales coaching, or some marketing services , but not a complete system that can help financial advisors turn perfect strangers into perfectly engaged clients. Both parties are thrilled with the deal. Rob Falvey, a partner at Legacy said, "If you have met Chris Venn and his team, you probably are immediately aware of the great fit. Venn Advisory takes a values-based approach to branding, marketing strategy, design and execution that fits hand-in-glove with Legacy's Wealth Optimization System and our values-based approach to planning." Chris Venn has taken an equity position in Legacy and joins his new partners, Todd Fithian and Rob Falvey, in leading the firm. The idea for the partnership is in response to a growing number of advisors seeking a team that will deliver a complete approach to attracting and engaging the right clients. The Legacy Companies was founded in 1996 with the intention to revolutionize the advisory industry by helping advisors create dramatically trusted relationships with their clients. This acquisition continues to move Legacy's vision forward.