BECOME A CERTIFIED LEGACY ADVOCATE WITH MY LEGACY TALK STARTER KIT!
As a busy wealth manager I rarely asked my parents about what life was like growing up. After they both died I realized my only daughter would never know much about her grandparents.
So I printed a booklet of questions I wished I had asked and created a kit with a cassette recorder then gave it to my best clients instead of the typical holiday gift.
This clearly touched my clients in a way that meant a lot to them because their response was unexpected and overwhelming.
In fact, I was so moved by their letters of appreciation that I left my lucrative career and used my kit to train over 5,000 caregivers how to have legacy talks with their patients and record their stories.
Fast forward a decade and my booklet and cassette recorder became the Legacy Stories Handbook and recorder app, now used by professionals throughout the senior care and financial services industries.
Now you can become a Certified Legacy Advocate and make a difference with my Legacy Talk Starter Kit.
STARTS WITH 10 LEGACY STORIES HANDBOOKS
With the Legacy Talk Starter Kit you can help your top 10 clients take control of their legacy, and they will thank you many times over. It all starts with Legacy Stories Handbooks that include
LEGACY QUESTIONS-Select from over 230 legacy questions categorized by ancestors, childhood, teen years, education, marriage, family, business, career, faith, wisdom and a special section for veterans.
LEGACY ASSET CHECKLIST-Helps to curate legacy photos and keepsakes to make storytelling easier and becomes an important part of an ethical will.
MOBILE APP RECORDER-We dedicated a page to explain how our free mobile app takes a picture of a legacy photo or artifact, and records the teller's voice, personality and dialect, while 'reminiscing with purpose.'
INTERVIEW AND RECORDINGS TIPS-Learn how to conduct quality interviews, record oral histories, how to prepare the room environment, and how to engage family members in the process of building their elders' legacies.
LEGACY LETTER TEMPLATES-With our templates your clients can write words of wisdom and intimate messages for their ethical will. Templates include To My Children, To My Grandchildren, What I Am Most Grateful For, What You Should Know About Me,and others.
LEGACY ADVOCATE CERTIFICATION
Introducing your clients to the Legacy Stories Handbook will make a powerful impression. Helping them understand how to use it with a legacy talk is where your value skyrockets.
So the Legacy Talk Starter Kit includes a 7-step video tutorial that will walk you through a simple process to become a Certified Legacy Advocate.
We'll show you exactly how to conduct a powerful legacy talk that will form an unbreakable bond and lead to enthusiastic referrals.
Each of the 7 steps requires only 15-30 minutes of your time so they're easy to work into your busy schedule.
When finished, you'll receive a Certificate of Completion and can add Certified Legacy Advocate, CLA, to your credentials.
The benefits of providing your clients or supporters the means to start telling their legacy stories cannot be overstated. With the emerging 'legacy tsunami' you can make your competitors seem less relevant and elevate your value immensely.
LIFETIME LISTING IN OUR LEGACY EXPERT DIRECTORY
We provide our site members with tools, resources and professional assistance to help them take control of their legacy. Members and site visitors rely on our Legacy Concierge Directory to find holistic-minded providers and your Legacy Starter Kit includes a permanent lifetime listing.
No only that but you'll receive a powerful video that shows how to easily create your own 'Legacy Expert Team' with 20 referral sources you probably never knew about. It's all included in the Legacy Starter Kit.
14 WAYS TO SHOW YOU CARE!
The Legacy Stories Handbooks tell clients and their families that you care more about their heartstrings than their purse strings. In addition to using the handbooks to engage in legacy talks, affix a label with a thank you note on the inside cover and use them for:
Client Appreciation Events New Client Welcome Gift Seminar Takeaways Client Retirement Client Milestones Business Succession Client Loyalty Interaction Intergenerational Activity Holidays Veterans Day Mother Father's Day Grandparents Day Employee Appreciation
10 Handbooks - Legacy Advocate Certification - Legacy Concierge
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