Legacy Consulting Group, LLC takes potential clients through a unique process in order to fully understand their individual needs. We begin with a free 30 minute appointment by phone. Here we discuss the client's situation, determine the scope of the project and complete a form to capture all of the information. After the conversation,
Legacy Consulting Group, LLC assesses the information and determines the best course of action for the client and how we can be of service. An in-office meeting is set up where a proposal and an engagement letter is presented to the potential client. At this point, a date is scheduled to initiate the work. This process has worked very well with our clients.
OUR SYSTEM
We have learned that there are customers and clients who contact our office requesting our services. So, we have implemented a series of processes to assist in identifying a client that we want to work with and can build a long lasting relationship.
A new Prospect contacts our office - our first step is typically to schedule an initial 30 minute appointment by phone (complimentary) - this serves as a meet and greet session, we discuss briefly what services the client needs and introduce our services to the client.
Next, both parties then have to determine whether or not they want to work together!
During this process, both parties begin to develop a level of trust!
The next step is an engagement letter outlining the project or services to be signed by both parties. Our fees for service are also stated in each engagement letter.
Finally - the work begins!
MY STYLE AND APPROACH
I am very candid and consistent with my clients in all areas including - what I am going to do for them, how I am going to do it, what I expect of them, and how I will be paid.
Most often, the client doesn't exactly know what services they need - so I serve as a problem solver for them.
My style and approach differs greatly from many of my CPA and financial advisor colleagues, primarily because I am not a salesperson.
Instead, I view myself as a consultant with a teacher's heart. Not only do I want to help my clients with their financial service needs, I want them to understand what we are doing and, most importantly, why.
I am extremely honest in my consulting as I do not always tell clients what they want to hear about their finances. I feel that by not being honest, I am giving the client false hope that things are better than they actually are.
Clients need to hear my professional opinion including "the good, the bad and the ugly." Our series of processes have enabled us to work closely with our clients and build an understanding of how we can help our clients achieve their financial goals.
David W. Hudson,
President and CEO
