ThinkWay Strategies, LLC has been retained by Legacy Advisor Network, Madison, WI, to provide strategic advisory services in the development of their growth strategy. Legacy Advisor Network is led by President & CEO David K. Sorensen, CLU, ChFC, and provides wealth management services to clients and to independent financial advisors all over the country, including focused regional service in Wisconsin and Illinois. They have assets under management of approximately $500 Million, and over $2 Billion in asset transfer/protection vehicles. Independent advisors are provided with some of the most advanced technology solutions available in the industry, the practice management support needed to grow their business, complete back office services, and a host of other value added capabilities.
“I’m honored to be working with Dave and his leadership team to continue the impressive history of earnings growth. Legacy Advisor Network is a business built on unparalleled integrity, service, and value helping clients and advisors to grow and prosper. Any strategies for the future will obviously build on those strengths”, says Larry McManis, President and CEO, ThinkWay Strategies.
ThinkWay Strategies, LLC provides advisory services in strategy, business case development, innovation capabilities, and strategy execution. Larry McManis, President & CEO, has done strategic work for Mattel [MAT], Kraft Foods [KRFT], Mondelez [MDLZ], Oscar Mayer, numerous other consumer brands, and has served clients in CPG, energy, furniture, and other industries. ThinkWay has proprietary models in strategy execution (StarPoints™), innovation capabilities (I2M™), and productivity (E2E™).
For further information, contact ThinkWay Strategies, LLC at www.thinkwaystrategies.com/contact, +1 (608) 873-3630; or Legacy Advisor Network www.legacyadvisornetwork.com/contact-us, +1 (608) 442-1400.