A client-enrichment solution that can differentiate your business, generate referrals, and increase your bottom line!
Baby Boomers emphatically prefer passing down their values more than their valuables. Since very few have made provisions for this, the Legacy Stories Handbook offers a rare opportunity to capitalize on this affluent demographic.
All you need to do is start the legacy conversation by introducing the Legacy Stories Handbook to prospects, clients and their families. Leverage the handbook into a relationship-building, referral generating machine.
Look What's Inside!
This compact 32-page 8.5" x 11" premium Handbook delivers a simple, legacy building process to engage family members in the interview and recording process, with or without your guidance. This way, you can schedule progress meetings where additional business can be discussed. Look what's inside:
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.
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.
Most have little value when they are divorced from their narrative, and are discarded upon the owner's death.
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 TALKS- Learn how to conduct quality interviews, how to prepare the room environment, and how to engage family members in the process of building their elders' legacies.
LEGACY STORIES MOBILE APP- 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 their voice while reminiscing.
Since most family members under the age of 60 own a smart phone or tablet these days, they will find the app easy and intuitive to use after watching a brief built-in tutorial.
LEGACY LETTERS- 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.
LEGACY FAMILY TREE- We've prepared a basic pedigree chart to include important information about parents, grandparents, siblings, spouse and children. This adds to the value of the handbook and helps to recall family history only the elder may know.
LEGACYSTORIES.ORG WEBSITE- The Handbook also explains the main features in our free award-winning archival website where app recordings are uploaded to build a secure and shareable legacy portfolio.
9 out of 10 heirs will fire their parents' advisor!
Here's your solution!
The great American wealth transfer is accelerating, and 9 out of 10 heirs will fire their advisors when receiving an inheritance, for lack of a strong relationship with the matriarch and family members. (source: Merrill Lynch)
The Handbook's family-interactive process to help pass down wisdom along with wealth can save thousands in lost income and millions in business valuation.
Expand Your Referral Sources
In addition to enriching your clients and families, you can generate quality referrals by introducing the Reminiscence Program and/or Handbook to professionals who serve the clients and families you want to meet.
Every senior advisor or provider professional needs a legacy solution for their clients and you can expand your referral base by introducing your solution to prime referral sources such as:
CPAs
Estate planners
Elder law attorneys and elder planners
Financial advisors and planners
Wealth managers and planned giving firms
Life and long term care insurance agents
Geriatric care managers
Assisted living and memory care directors
Hospices
Funeral Directors
With our generous 2-tier Legacy Stories Affiliate Program you can raise funds for local charities and organizations with the Legacy Stories Handbook. Raise your community profile, generate recurring revenue and make a difference!
A Cause-Marketing Bonanza
Cause-marketing is one of the most effective strategies to establish or strengthen business relationships.
In 2008, Tom Cormier and Dennis Stack co-founded the Living Legacy Project, with a mission to provide families with free education, tools and technology to record and preserve the life lessons and experiences of elders, arguably the greatest body of wisdom in history, before is lost forever.
By embracing this vitally important cause that impacts every family for generations, you'll differentiate yourself from competitors and deepen your clients' trust and loyalty.
As a voice of the Living Legacy Project, you can use our "Legacy Talks" outline to speak to groups and help attendees get started, which entails scheduling a meeting with you to learn how to use the Handbook. Talk about a lead generator!
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'LEGACY TALKS' GROUP PRESENTATION: Make an unforgettable impression on your audience at your next seminar or client appreciation event with our Legacy Talks group presentation video, outline and handouts. As the old marketing adage goes, "Fact tell but stories sell." The Legacy Talks group presentation is designed for interactive storytelling while making the case for getting started with a legacy program. Of course, you'll schedule private meetings to get started at no cost because you're an advocate for the Living Legacy Project.
LISTING IN THE LEGACY CONCIERGE DIRECTORY- You'll also receive a lifetime listing in our popular Legacy Concierge Directory, where families all over the world search for experts in all aspects of legacy planning. You want to be listed here!
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