Key Management Group

08/15/2025

Every business has a story.

Ours began as Key Management Group, helping advisors navigate growth, acquisitions, and practice management. Over time, our work and our vision evolved. We weren’t just managing — we were helping advisors build their futures and leave lasting legacies.

That’s when we knew: our name had to reflect the heart of what we do.

Today, we’re proud to introduce Advisor Legacy.
This new chapter is about more than a name change — it’s about a renewed commitment to helping you:
💼 Grow your business
📈 Protect your value
🏛 Leave a legacy worth remembering

This video shares the journey that brought us here, and where we’re headed next.

📲 Watch now, and join us at https://hubs.li/Q03Ckb6x0 for the next chapter.

08/12/2025

We’re starting a new chapter — and we want you to be part of it.

After years of serving our community as Key Management Group, we’re excited to share that we have rebranded to Advisor Legacy.

This isn’t just a name change — it’s a reflection of our growth, our expanded services, and our bigger mission:
💼 Helping financial advisors build, live, and leave a legacy.

Why the change?
Over the years, we’ve evolved beyond our original scope. We’ve expanded our coaching, acquisition, and continuity services to give advisors more ways to grow, protect, and pass on their businesses. The new brand represents the future we’re building — together.

What stays the same:
✅ The same trusted team
✅ The same commitment to excellence
✅ The same drive to help you succeed

What’s new:
✨ More resources, more opportunities, and a clearer focus on your long-term success.

📲 We’d love for you to follow our new page, Advisor Legacy, where we’ll share strategies, industry insights, and stories to help you achieve your goals.

🔗 Follow us here: https://hubs.li/Q03Ckcvv0

Here’s to building the future — and leaving a legacy worth remembering.

05/22/2025

A number of recent reports show that advisors who deliver comprehensive financial plans receive up to seven times more netflows per household group. https://hubs.li/Q03n75Z30

05/15/2025

A number of recent reports show that advisors who deliver comprehensive financial plans receive up to seven times more netflows per household group. https://hubs.li/Q03mNs_T0

05/09/2025

Our white glove approach to succession planning and practice sales ensures a positive outcome for everyone involved. You only get one chance to sell your practice. Do it right with Advisor Legacy https://hubs.li/Q03l2s0r0

05/08/2025

Finding a worthy successor is a combination of knowing where to look for a possible candidate, how soon you need to start looking, and then knowing what to look for when vetting prospective successors. https://hubs.li/Q03l2nSD0

05/06/2025

Client demands, turbulent markets, and the stress of managing change leading advisors to sell their practice early Instead of selling on their own terms, advisors are selling just to get out, and making mistakes in the process. https://hubs.li/Q03l27Sk0

05/05/2025

REGISTER NOW: Join our expert-led live webinar on May 8th at 1:00 EST to discover how a proactive "sell and stay" strategy can help you monetize your practice equity before retirement, reduce risk, streamline your transition, and preserve the legacy you’ve built. Reserve your spot now https://hubs.li/Q03l22TK0

Discover strategies to monetize your practice equity before retirement and protect your future. Register now.

05/01/2025

Ready to unlock the secrets of business valuations? Join our live webinar and gain insights that could transform your practice! Whether you're planning for growth or succession, understanding your business's worth is crucial. Register now and take the first step towards informed decision-making. What aspect of business valuation are you most curious about? Share your thoughts below! ://hubs.li/Q03jBM1N0

Join our webinar to learn how to manage, grow, and protect the value of your financial advisory practice for a secure financial future. Register now!

04/28/2025

Many offers to change advisory firms include sign on bonuses, transition support, and more. However, many advisors find that it takes longer than expected to get back to previous production levels, much less achieve significant gains even years after a transition. https://hubs.li/Q03k1ZkL0

04/23/2025

Ready to secure your future? Join our expert-led live webinar on May 8th at 1:00 EST to discover how a proactive "sell and stay" strategy can help you monetize your practice equity before retirement. Learn how to reduce risk, streamline your transition, and preserve the legacy you’ve built. Reserve your spot now for clear insights and practical guidance. https://hubs.li/Q03jBVgh0

Discover strategies to monetize your practice equity before retirement and protect your future. Register now.

04/08/2025

Fluctuating markets fuel uncertainty, fraying the nerves of clients. Although this increases demands on advisors and staff, it’s also an opportunity to create tremendous value – and lifelong loyalty from clients. https://hubs.li/Q03gmNtr0