What does Legacy Growth Advisors actually do?
We're your fractional BD leader. We build the pipeline, referral network, and outreach most founder-led firms never get to, and we stay accountable for all of it. Hiring the function, not just a person.
Who do you typically work with?
Founder-led RIAs, boutique law firms, CPA practices, architecture & engineering firms, and founder-led companies generally, mostly across DC, Baltimore, and Northern Virginia. Firms where the founder is still doing the selling themselves.
How is this different from just hiring a BD Director?
No salary, benefits, ramp time, or hiring risk. You get 25+ years of BD leadership on day one and pay for output, not overhead. And we stay in it once the pipeline's built.
What's your approach to generating new business?
Relationships first. No cold outreach, no spray and pray. We build through centers of influence and warm introductions, and track that network as a real pipeline instead of hoping it works out.
What does the engagement actually look like month to month?
We start by mapping your ideal client profile and existing relationships (you have more than you think). Then we build your COI strategy, get your CRM tracking, and run steady outreach and content. After that, it's cadence: COI meetings, pipeline reviews, reporting on what's moving.
How much oversight does this require from me?
Less than you'd think. We'll lean on you for intros and context early, but the goal is to take the BD grind off your plate, not add to it. Expect a short regular check-in, not a second job.
Are there compliance considerations if we're a registered investment adviser?
Yes, worth being upfront here. We're typically retained as a BD consultant, not a paid solicitor compensated for specific client referrals, which is the distinction that matters under the SEC's Marketing Rule (Rule 206(4)-1). If any part of an engagement were ever structured as referral-based compensation, we'd put the proper written agreement and disclosures in place and loop in your compliance counsel. Happy to spell this out in the engagement letter for your CCO.
How is Legacy Growth Advisors LLC compensated?
A straightforward retainer. No referral commissions, no equity ask, no long-term lock-in. We'll size the structure to scope on our first call.
How long is a typical engagement?
Most firms see real traction within a couple of quarters. We work on rolling terms, not multi-year contracts. Keep going if it's working, no lock-in if it's not.
Do you work with firms outside your target verticals?
Our depth is RIAs, law firms, CPA practices, architecture & engineering firms, and founder-led companies. Outside that, we'll tell you honestly and point you toward someone better suited.
What if we already have some BD or marketing efforts underway?
Good, that's a head start. We'll keep what's working and build the rest around it. Most firms have scattered pieces, not nothing. Our job is connecting them into something that runs.
How do we get started?
A short conversation, no pitch deck. We'll talk through your relationships and goals and whether we're a fit. If we're not, we'll say so plainly.