LEGACY Certified Financial Life Professional™  CE + Digital Biz Intermediate Package -$269/Month
LEGACY Certified Financial Life Professional™  CE + Digital Biz Intermediate Package -$269/Month
LEGACY Certified Financial Life Professional™  CE + Digital Biz Intermediate Package -$269/Month
LEGACY Certified Financial Life Professional™  CE + Digital Biz Intermediate Package -$269/Month

LEGACY Certified Financial Life Professional™ CE + Digital Biz Intermediate Package -$269/Month

Regular price
Sale price

Requires the purchase of the Certified Legacy Financial Life Professional Digital Biz Starter Package

LEGACY's Silver Business Package adds Business Development Tools and Technologies to your existing Continuing Education Program to help you grow your Business.  All in one convenient fee monthly fee.

For your upgraded monthly fee, you'll Receive:

Continued access to:

  • Financial Life Professional Foundation Curriculum (see below)
  • Financial Life Professional Playbooks (see below)
  • Certified LEGACY Financial Life Professional Continuing Education (CE) and Coaching (see below)
  • Certified LEGACY Financial Life Professional Digital Biz Starter 
    • Website Hosting Service
    • Business Professional Profile Set-up
      • Professional Photo
      • Profile Bio
    • Operational Website/Landing Pages
      • Home Page
        • Marketing Attraction Devices - Opt-in forms and downloads
        • (1) Download PDF of your choice (lead capture)
        • (1) Opt-in form (lead capture)
      • About Page
        • Photo + profile paragraph
        • Auto integrated Booking Calendar/reminder system
        • (1) survey
      • Services Page
        • Coaching/Mentor-ship
        • Financial Life Planning
        • Financial Organization
        • Other
      • Blog Page
        • You tube videos
        • Articles
      • E-Commerce Store Page (customers can purchase right online) (pay-pal required)
        • Sell
          • Coaching Services
          • Financial Life Planning Session
          • Financial Organization Vault
          • other
    • 1000 Financial Life Professional Personalized Business Cards
    • 1 Financial Life Professional Banner
    • Social Media Set-up (FACEBOOK, TWITTER & LINKEDIN)


  • Gmail
    • Prepareyourlegacy.com business email through Gmail

      • Meet app -video and voice conferencing
      • Chat app-  team/ client messaging
      • Calendar app - shared calendars
      • Drive app - 30GB cloud storage
      • Docs app - documents, spreadsheets and presentations
      • Forms app - professional surveys builder
      • Sites app - website builder
      • Keep app - shared notes


  • Legacy Edge - Customer Relationship Manager (CRM) 1-1000 contacts
    • Calendar/Reminder System
    • Document Storage
    • Email Marketing
    • Internal Chat Integration
    • Lead Scoring
    • Marketing Automation Integration
    • Mobile Access
    • Quotes/Proposals
    • Segmentation
    • Social Media Integration
    • Task Management
    • Territory Management
    • Marketing Automation
      • A/B Testing
      • Analytics/ROI Tracking
      • Customization Call to Action
      • Drip Campaigns
      • Dynamic Content
      • Landing Pages/Web Forms
      • Lead Scoring
      • Sales Intelligence
      • Segmentation
      • Social Marketing
      • Website Visitor Tracking

Continued Access to the Financial Life Professional™Online Program:

  • The Financial Life Professional Certificate Modules:
    • Helping their clients achieve a positive, enabling relationship with their money, wealth, and worth so as to create a Great Financial Life™
    • Exercising their skills and intuition to engage, encourage, and empower through an educative and collaborative conversation, inspiring others into action
    • Leading by example through getting present to the state, quality, and understanding of their own financial life
  • The Financial Life Professional Playbook System to Plug-in to:
    • Business plans based on your skill-set, bandwidth and commercial commitment which include regular tasks, to do lists, and activities. Based on the professional path you have chosen, follow the :
      • Leader Playbook - In the Business of Education and Empowerment
      • Coach Playbook - In the Business of Accountability
      • Advisor Playbook - In the Business of Accessibility

  • A Weekly LIVE Digital meeting hosted by Richard Dolan
    • LEGACY is proud to host Richard and have you listen, learn and interact with him as he reveals new financial technologies, psychologies, and  financial philosophies.   Attend so you can get better equipped on shifting and if not transforming your relationship to money, your wealth and your worth.
  • Access the library of the previously recorded episodes
    • Missed it LIVE, watch it ANY time in our library

Access to The Financial Life Professional Action Clinic. 
  • A Weekly LIVE Digital meeting hosted by one of LEGACY's Master Financial Life Professionals where you will learn:

    • How to identify your role, bandwidth and the position you'll play.
    • How to conduct business and/or operate in your community as a Financial Life Professional
    • Everyday tips, tricks and strategies from active Financial Life Professional(s) running and operating a coaching or consulting business

Access to our Financial Life Professional Affiliate Marketing Program:
  • Receive specific links to products or services that qualify for referral commissions. (subject to availability)
    • Post and promote those products and links on your sites or social media to drive traffic to our products and services.
    • When people buy, and transactions are complete, you can earn referral commissions.
  • Receive an affiliate dashboard
    • Review your successful referrals commission earnings via your own dashboard at any time or any device 24/7.
LEGACY Sales Training powered by Cardone University
    •   Access the #1 Business Training Platform in the World with over 800 segments of interactive video content
      • It offers Grant Cardone’s most extensive sales training curriculum on the web today. With over 1500 Segments of fully interactive video content, Cardone University is the one thing you can’t afford NOT to have. With Grant Cardone as your personal sales coach 24/7 and the full support of the Cardone Team, you can finally reach your potential. Professionals at the top of their game train everyday… and their paychecks reflect that. 

      • Some courses included:
        • Selling Basics
        • The Sales Process
        • Understanding the Buyer
        • Theory of Closing
        • Closing Strategies
        • Incoming Calls
        • Prospecting
        • Follow Up
        • Customer Service
        • 100 Ways to Stay Motivated
        • Top Traits of Great Sales People
        • Internet Lead Response
        • Personal Finances
        • Cold Calling and more.
    • Get the most out of Cardone U by accessing Grant Cardone's Weekly Mastermind LIVE DIgital Call
      • Get LIVE support on how to maximize results on Cardone University.
      • Topics and subjects included:
        • How to finish your month
        • Master the follow up
        • New hire on-boarding
        • How to solve your problems
        • How to close deals
        • And many many more...
      • Attending our weekly LIVE Digital role-playing call hosted and facilitated by one of  LEGACY's Certified Cardone U Trainers. This is an important and critical step to applying what you've learned so you're not practising on your clients or customers which can prove costly.
        • Practise the material your learning in Cardone U, get the bugs out and also learn the customer's point of view.
        • Practise responding to difficult situations and unreasonable requests or demands.
        • Identify development areas - areas that show personal negotiation shortcomings
        • Explore and master hundreds of strategies and scripts.  You can discover which ones fit your industry - which ones have been effective and which ones you want to try out and practise them until you are comfortable using them.
        • Allows the Facilitator to review delivery and measure your ability to problem solve and think on your feet.