Key Management Group

Key Management Group is an innovative, practice management firm that partners with financial advisors to strengthen and grow their businesses.

[Key Management Group @keymanagement]

We started as Key Management Group, helping advisors grow their practices.

But over time, we became something more — a partner in building and leaving legacies.

That’s why we’re now Advisor Legacy.
@advisor_legacy

#Rebrand #AdvisorLegacy #FinancialAdvisors

[Key Management Group @keymanagement]

We’ve rebranded! 🚀
Key Management Group → Advisor Legacy
Same team. Bigger mission. 💼

📲 Follow @advisor_legacy for updates & insights.

#Rebrand #AdvisorLegacy #FinancialAdvisors

[Key Management Group @keymanagement]

A number of recent reports show that advisors who deliver comprehensive financial plans receive up to seven times more netflows per household group. https://t.co/n1BppjVgeI #advisors #financialservices #financialadvisor

[Key Management Group @keymanagement]

A number of recent reports show that advisors who deliver comprehensive financial plans receive up to seven times more netflows per household group. https://t.co/62jtHBfZaw #advisors #financialservices #financialadvisor

[Key Management Group @keymanagement]

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://t.co/D5rHm0iH28 #advisors #financialadvisor #successionplanning

[Key Management Group @keymanagement]

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://t.co/TFbUFQCbGX #advisors #RIA #BD #financialadvisors #successions

[Key Management Group @keymanagement]

Client demands, turbulent markets, and the stress of managing change leading advisors to sell their practice early - and making mistakes in the process. https://t.co/LjNu3URFSQ #advisors #RIA #BD #financialadvisors #retirement

[Key Management Group @keymanagement]

REGISTER NOW: Join us live May 8th at 1:00 EST to discover how a proactive "sell and stay" strategy can help you monetize equity before retirement, reduce risk, and preserve the legacy you’ve built. https://t.co/HA8N3WFXy0 #advisors #RIA #BD #FinancialAdvisors #LegacyPlanning

[Key Management Group @keymanagement]

Ready to unlock the secrets of business valuations? Join our live webinar and gain insights that could transform your practice! #BusinessValuation #FinancialGrowth #financialadvisors #RIA #BD #advisor https://t.co/8hFxv58GHQ

[Key Management Group @keymanagement]

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://t.co/ZfmmVlv561 #advisors #financialadvisors #BD #RIA #advisorrecruiting

[Key Management Group @keymanagement]

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. https://t.co/yTydYXWlO4 #advisors #RIA #BD #PracticeSales #FinancialAdvisors #LegacyPlanning

[Key Management Group @keymanagement]

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://t.co/NcFx4dvnBH #advisors #finance #BD #RIA

[Key Management Group @keymanagement]

Client demands and the stress of managing change is leading advisors to sell their practice early. https://t.co/M6Pvr9Ze6G #advisors #RIA #BD

[Key Management Group @keymanagement]

Join Advisor Legacy, a KMG company, on 2/27 for a live webinar on Practice Sales Multiples. We will separate fact from fictions and help buyers and sellers set realistic expectations for negotiating deals. https://t.co/Vf0BxraxwP #advisors #BD #RIA #acquisition #succession

[Key Management Group @keymanagement]

Congratulations to Ben Thelen who is celebrating 5 years with KMG and Advisor Legacy! As VP of Service Delivery, Ben helps shape our services, develops our service team members, and ensures that the needs of our advisors are met. Thanks for all you do, Ben!

[Key Management Group @keymanagement]

A valuation from Advisor Legacy, a Key Management Group company, gives you the insight you need to understand the factors that drive the value of your practice, and more importantly, how to change it. Get your valuation today https://t.co/UdajALIy10 #advisors #valuations

[Key Management Group @keymanagement]

A valuation from our sister firm, Advisor Legacy, will show you exactly where your practice value stands today and what you can do to drive value over time. It's a powerful business tool you want in your toolbox. https://t.co/NnWX7hEKIb

[Key Management Group @keymanagement]

Join us in welcoming our newest team member, Gianna! As HR Generalist she will support our VP of Internal Ops in delivering Human Resources support to our internal team members. So glad to have you on the team, Gianna!

[Key Management Group @keymanagement]

Big shout out to MaryAnn Hutchinson who is celebrating a significant milestone anniversary with Key Management and Advisor Legacy! For 10 years she has been watching out for the best interests of the company and supporting our people. Thank you for all you do MaryAnn!

[Key Management Group @keymanagement]

Client experience is a primary focus for many financial advisory practices. Yet many advisors fail to deliver a seamless and consistent client experience, especially when it comes to financial planning. https://t.co/QJpzN11nNL https://t.co/lW3qApiy56