ENRICH AND GROW YOUR CLIENT BASE
WITH A LEGACY VALUE-ADD SERVICE
THE TWO-PART SYSTEM INCLUDES:
50 BRANDED LEGACY STORIES HANDBOOKS
An interactive guide to engage in legacy conversations
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.
BRANDED HANDBOOKS: We'll print your personal welcome message with a photo, logo and contact information on the inside cover of your Legacy Stories Handbooks.
Personalized handbooks tell clients, prospects and their families that you care more about their heartstings than their purse strings.
Moreover, they provide an opportunity to meet with family members in a purposeful way to help them start a legacy conversation.
Make an impression that lasts for generations. Give this gift of legacy for client appreciation, new client welcome, retirement, and for special holidays.
14 OPPORTUNITIES TO USE THIS HANDBOOK!
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
BRANDED LEAD GEN OUTREACH PROGRAM
(BRANDED WEBPAGE WITH INTRODUCTORY VIDEO AND SIGNUP FORM)
CLIENT RETENTION AND LEAD GENERATOR- Our award-winning self-directed Reminiscence Program keeps clients engaged in 'legacy talks' while also serving as a no-cost lead generator that elevates your community profile in a positive light.
WEEKLY INTERACTION- Participants receive one legacy question by email every Sunday morning to maintain a top of mind priority.
BRANDED SIGNUP PAGE- To register clients and family members into the program, we'll create a branded webpage with your logo, message and an introductory video and signup form.
Simply play the introductory video to explain the program and enter your client's name and email into the fields on the signup form.
LEAD GENERATOR- Your personalized signup webpage is also a no-cost lead generator and community outreach vehicle.
Promote your webpage in emails, newsletters, social media, blogs, etc. We provide you with sample copy to invite clients, prospects and/or groups to learn about and register into the program. All registrant names and email addresses are delivered to you for follow up and nurturing leads.
"We used the Legacy Stories resources to promote a holistic financial planning workshop. The topic resonated so well that we booked 2 more- because the room filled up so fast and we had to turn people away. I think we hit a hot button and I sincerely appreciate what the Legacy Stories tools have done for us."
Janice T- Wealth Manager
"I've been looking for a way to engage more with family matriarchs and heirs. This program has is outstanding."
Martin V.- Financial Advisor
"Our entire organization is using this system to enrich our clients and families. Fantastic!"
Beth O.- Senior Care Executive Director
"Your price is too low for what this high-value program delivers. I recommend tripling the price."
Barry H- Fiduciary
LIMITED TIME EXTRAS
LEGACY ADVOCATE CERTIFICATION
Giving your clients the handbook is one thing. Knowing how to introduce it and help them get started is where the value skyrockets.
So we've included an 7-step video tutorial that will walk you through a simple process to properly introduce the handbook as a powerful takeaway during an engaging 1-hour legacy talk.
If you think you know your clients and they know you, think again. We'll show you exactly how to conduct a Legacy Talk that will establish 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 wave' you are the right professional at the right time to introduce the idea.
LIFETIME LISTING IN OUR 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.
ALL INCLUSIVE FOR LESS THAN $28 PER CLIENT
INQUIRIES PLEASE CALL 888-405-9840
FEATURED CLIENTS AND PARTNERS