Legacy Matters Coaching
Welcome TO
LMC
Grow your life.
Grow your business.
Grow your legacy.
Financial Advisor Business Coaching
Tucker Financial Group is pleased to partner with Steve Kubick providing professional business coaching for our advisors.
Steve’s business coaching is provided to you paid for by TFG
Steve’s coaching builds business’s & bottom lines
Enjoy creating a powerful path with Steve to:
- Write more business
- See more prospects & increase your closing ratio
- Hire staff as appropriate
- Delegate
- Enjoy 3 day weekends every week as well as a higher quality of life
Whether you are a $1-2 million annual producer and happy where you are at or a $5m, $10m, $25m, $50m, $100m producer and very desirous to scale up to a higher income, Steve’s coaching is for you.
Karlan Tucker and Steve Kubick have spent hundreds of hours together and the collaboration will enrich you and your family regardless of where you’re at now.
Steve’s Current Tucker Financial Group Services
Strategic Business Planning
Plan More
Develop a clear, long-term vision and business roadmap
Identify a unique market position and set of value propositions
Set measurable goals for accountability, expansion and scaling
Client Acquisition and Retention
Aquire More
Become a household name in your community by creating effective marketing, networking and referral strategies
Leverage digital marketing and personal branding
Enhance client onboarding and retention process
Revenue Generation and Fee Structuring
Generate More
Transition to a fee-based or hybrid revenue model
Offer value-added AI investing services for high-net-worth clients
Develop scalable pricing and service structures
Leadership and Team Development
Lead More
Hire high-performance advisory and administrative teams
Learn to delegate tasks effectively to maximize productivity
Create a company culture that attracts and retains top talent
Improve management practices and advisor closing ratios by improving emotional intelligence.
Operational Efficiency & Technology Integration
Do More
Implement CRM, automation, digital office and cutting edge tools
Streamline workflows and administrative tasks
Learn to use data and financial analytics for business decision-making
Legacy and Succession Planning
Leave More
Plan your own retirement, determining the ideal timing to exit
Develop your next generation to achieve greater heights
Establish a legacy for future generations
- Happier
- Less stressed
- Earning a significantly higher income
- Debt free
*All who invite Steve to your home or office and use his coaching for a minimum of 6 months will be entered into our drawing held on June 1st, 2026, for air & hotel for one week to London England. Talk to Steve for details.