NURTURE YOUR CLIENT BASE
AND ADD IMMENSE VALUE TO YOUR SERVICE
As a busy wealth manager for over 20 years, I never took time to ask my parents about what life was like in their day. After losing my father then 4 years later losing my mother to Alzheimer's, I realized my only daughter would never know much about her grandparents.
So I created a booklet of questions I wished I had asked, and created a kit with a cassette recorder and gave it to my best clients instead of the typical holiday gift.
The emotional impact evoked a response so overwhelming that I left my lucrative career and used my kit to train over 5,000 caregivers how to record their patients' legacy stories.
Fast forward a decade and my booklet and cassette recorder became the Legacy Stories Handbook and the Legacy Stories mobile app. My advanced "Legacy Talk" system is now being used by professionals throughout the senior care and financial services industries.
Now you can enjoy the same loyalty-building, client-enrichment experience that I did at an introductory price.
Here's What's Included In the Legacy Talk Starter Kit
10 LEGACY STORIES HANDBOOKS
LEGACY QUESTIONS- Select from over 230 legacy questions ranging from ancestors, childhood, teen years, education, marriage, family, business and career, to faith, wisdom, and a special section for veteran experiences.
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.
MOBILE APP RECORDER- We dedicated a page in the Handbook to explain how our free IOS or Android app takes a picture of the teller, legacy artifact or photo, and records the teller's voice, personality and dialect, while reminiscing.
LEGACY ASSET CHECKLIST- Most of our life-defining moments, milestones and special memories have already been recorded in family photos, and collected in special keepsakes, mementos, recipes, awards, newspaper announcements, etc.
The Legacy Asset Checklist helps to curate these treasures to be included in the storytelling process, and becomes an important part of a will or estate plan.
LEGACY LETTER TEMPLATES- With our templates, the elder can write words of wisdom and intimate messages as part of an ethical will. Templates include To My Children, To My Grandchildren, What I Am Most Grateful For, What You Should Know About Me, and others.
SO MANY USES. SO MANY BENFITS
These 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 handbooks are 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
7 STEP WALK-THRU PILOT PROGRAM
We know how busy you are, so the Legacy Talk Starter Kit includes an easy 7-step walk-thru from orientation to a pilot case study to roll out in only a few short hours total.
Each engaging lesson requires only 15-30 minutes of your time so they're easy to work into your busy schedule.
When finished you'll have the essential skills to call yourself a legacy expert.
The benefits of providing your clients or supporters the means to start telling their legacy stories cannot be overstated. If you want to put your toe in the water to experience these benefits, the Legacy Talks Starter Kit is the perfect option.
Moreover, you'll know how to:
- introduce your pilot legacy program
- conduct an unforgettable legacy talk with clients.
- roll out your legacy talk service to clients, friends, family and the community
- build your own legacy portfolio
START NURTURING YOUR CLIENTS TODAY!
CALL 888-405-9840 to Order by Phone
FEATURED CLIENTS AND PARTNERS