ENRICH AND RETAIN YOUR CLIENT BASE
BY STARTING A LEGACY CONVERSATION
After losing my mother to Alzheimer's I created a booklet of questions I wished I had asked her, and gave it to my best clients for a holiday gift.
Their reaction was so overwhelming that I left my 20-year career as a wealth manager and launched the Living Legacy Project to help families and professionals start having legacy conversations.
Fast forward a decade and today my booklet has been dramatically enhanced with categorized questions, interview and recording tips, legacy letter templates and more.
Here's what you'll find in our 32-page, 8.5" x 11" handbook
LEGACY QUESTIONS- Select from over 230 legacy questions that cover all major life stages, including childhood, adulthood, marriage and family, business and career, faith and spirituality, wisdom, and a special section for veteran experiences.
INTERVIEW AND RECORDING TIPS- Learn how to conduct a quality interview considering the teller's personality type, and how to engage family members in the interview process.
FREE RECORDER MOBILE APP- Our free IOS or Android mobile app takes a picture of the teller, keepsake or photo, and records their unique voice, personality, dialect and oral history.
LEGACY ASSET CHECKLIST- Most of our life-defining moments and special memories have been captured in family photos and saved as keepsakes. Reminiscing with these legacy assets takes the stress out of storytelling, and the checklist helps to identify them.
LEGACY LETTERS- Write an ethical will with our legacy letter templates including, To My Children, To My Family, What I Am Most Grateful For, Causes I support, and others.
We'll print your personal welcome message with a photo, logo and contact information on the inside cover of the handbook. This is not an ad, rather your sincere message that will be viewed multiple times by multiple family members as they share their new family heirloom.
HIGH PERCEIVED VALUE - LOW COST IMPACT
Personalized handbooks tell the families you serve that you care more about their heartstrings than their purse strings. In addition to engaging more frequently with clients in a meaningful way, your personalized handbook is ideal for:
Client Appreciation Events New Client Welcome Gift
Seminar Takeaways Client Retirement
Client Milestones Business Succession
Client Loyalty Interaction Intergenerational Activity
Mother's Day Father's Day
Grandparents Day Employee Appreciation
"We give over 600 new clients a year a handbook in their welcome package. Simply put, they love it!"
David C.- CEO Estate Planning Firm
"I added a legacy segment to seminars and nobody leaves their handbook on the table when they leave."
Bruce R.- Financial Advisor
"The handbook and app give family members something meaningful to do when visiting their loved one."
Simione S.- Memory Care Specialist
FOR TODAY'S PROMO AND PRICING!
FEATURED CLIENTS AND PARTNERS