Grow Your Business as a
CERTIFIED LEGACY ADVOCATE
With Baby Boomers entering their 'legacy years' the timing is ideal to become a Certified Legacy Advocate.
In only a few hours of online video training, you'll acquire the essential experience to introduce your clients, friends and family to the wonderful world of legacy.
You'll learn the fundamentals of legacy-building and gain access to our exclusive legacy-building resources, and more.
With this new skill you can grow or start a business in high demand.
Baby Boomer Legacy Priorities
HOW IT WORKS
IN JUST A FEW SHORT HOURS YOU'LL LEARN:
How to use the Living Legacy Project platform and resources
How to perform a 1-hour 'Legacy Talk' with clients or prospects
How to engage heirs and extended family as potential clients
How to build a 'Legacy Advocate" referral network
How to introduce the Legacy Stories Handbook to generate more business
After completing the fast-paced video tutorial training, you'll be awarded a 'Certificate of Training' by the Living Legacy Project, suitable for framing.
10 LEGACY STORIES HANDBOOKS INCLUDED
You'll also receive 10 Legacy Stories Handbooks to give clients as takeaways after engaging with you in a legacy talk. In your CLA training you'll learn how to introduce this powerful interactive handbook in such a way that it becomes a springboard to more business inside the client's family and beyond!
The LegacyStories.org website provides legacy-building tools and resources of all kinds to people from all over the world.
When site visitors and members need expert help, they search our new Legacy Concierge Directory. As a CLA, you'll receive a lifetime listing in the directory, which also comes with promotional resources to help expand your network.
Because the Concierge Directory is relatively new, you'll never pay any renewal fees, and you can take advantage of being the first in your area.
You can also build your local Certified Legacy Advocate team to generate referrals. We'll show you how in your training.
Taking this training is one of the best decisions I've made in the 12 years I've been in business.
Joan C.- CFP from Michigan
The training easily fit into my busy schedule, which made it more enjoyable to learn. Love the 'nudges' too. My first 2 legacy talks were fantastic!
George M.- Estate Planning Attorney from New Jersey
The response from my A-list clients has been overwhelmingly awesome!
Jeremy C- Wealth Manager from North Carolina
When we explain how to use the legacy handbook at registration, our families get excited to learn about their loved one's past, and their elder is happy they'll be visiting often.
Bernadette S- Exec Dir. Assisted Living/Memory Care Community
Upon completion of your training, we'll make an announcement of your new CLA status to our social media friends in Linked In, Twitter and Facebook. This publicity alone is worth the price of the CLA training with a great boost to your business.
ALL INCLUSIVE PRICE
FEATURED PARTNERS AND SPONSORS
The generosity of our Advocates, Partners and Sponsors helps us promote the Living Legacy Project and sustain our free award-winning legacyStories.org website. THANK YOU!