Become a Legacy Leader
The Wealth.com Legacy Leader program is an exclusive community featuring top advisors from around the country and created to advocate for Wealth.com with fellow financial advisors, in the press, and the wealth management industry. Legacy Leaders receive premier access to industry events and media opportunities and are the first to experience new features and product developments.
Trusted Estate Planning Solution for the Industry’s Leading Firms
Perks of Being a Legacy Leader
We love outfitting the best advisors with dedicated Wealth.com swag! Legacy Leaders receive access to exclusive clothing and items as a small way to show our appreciation for you.
We share the Wealth.com message at dozens of advisor events every year. When complimentary registrations come our way, you get first dibs as a Legacy Leader.
Wealth.com's premier event for financial professionals to recharge, evaluate new ideas and tools, and receive invaluable education from world-class thought leaders. The ticket is on us!
Wealth.com's engineers are always in the lab creating the latest and greatest in advisor tech. Now you get the chance to provide direct feedback while testing what could be the industry's next best thing.
Share your insights with the industry. Legacy Leaders are invited to speak on webinars, participate in Wealth.com podcasts, and take the stage at EstateCon to elevate their voice and influence.
Join exclusive roundtables and advisory sessions with Wealth.com executives and product leaders. Shape the future of estate and tax planning while getting early insight into where the industry is headed.
Legacy Leader Expectations
Serve as a spokesperson for Wealth.com at industry events, with peers, and in the media. Share your experience using Wealth.com on review platforms, social media, and within your professional network.
Get early access to new functionality before official releases. Test new capabilities within your practice and provide feedback to help shape the final product experience.
Participate in periodic calls or roundtables with Wealth.com’s executive team. These conversations help shape the strategic direction of the platform and ensure advisor perspectives inform major decisions.
Participate in surveys, benchmarking reports, and research initiatives focused on estate planning, tax planning, and wealth transfer trends.
Work with the Wealth.com team to develop case studies or success stories that showcase how advisors are delivering better client outcomes using the platform.
Engage with other advisors through roundtables, referral calls, discussion groups, or community conversations by sharing best practices and lessons learned.
Apply to Join Wealth.com Legacy Leaders
Fill out the form to be considered for the exclusive community of top advisors from around the country.