LegacyStories.org

CLIENT-ENGAGEMENT AND OUTREACH

ALL-IN-ONE AFFORDABLE PACKAGE
 


STARTS WITH 50 BRANDED
LEGACY STORIES HANDBOOKS

 


 


LOOK WHAT'S INSIDE

(32 pages, 8.5" x 11")

LEGACY QUESTIONSSelect from over 230 legacy questions that cover all major life stages, including childhood, adulthood, marriage and family, business and career, faith and spirituality, wisdom, and a special section for veteran experiences. 

INTERVIEW AND RECORDING TIPS- Learn how to engage in a riveting 'legacy talk', and record exceptional stories based on the teller's personality, age and abilities.

RECORDER APP- We dedicated a handbook page to explain how to install our free app, which takes a picture of the teller, keepsake or photo, and records their unique voice, personality, dialect and stories. 

LEGACY ASSET CHECKLIST- Most of our life-defining moments and special memories have been captured in family photos, and saved as keepsakes. Reminiscing with these legacy assets takes the stress out of storytelling, and the checklist helps to organize them.

LEGACY LETTERS- Our legacy letter templates include, To My Children, To My Family, What I Am Most Grateful For, Causes I support, and others. Every written word increases the value of the handbook for generations.

 


PERSONALIZATION THAT LASTS

FOR GENERATIONS!

We'll print your personal welcome message with a photo, logo and contact information on the inside cover of your handbooks. This is not an ad, rather your sincere message that will be viewed multiple times by multiple family members as they share their new family heirloom.

 





14 WAYS 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

Holidays                                  Veterans

Mother's Day                           Father's Day

Grandparents Day                  Employee Appreciation


 


 

BRANDED MARKETING PROGRAM

REMINISCE WITH PURPOSE: Our award-winning reminiscence program is designed to educate and motivate people to start writing or recording their legacy stories by 'reminiscing with purpose.'

WEEKLY MEMORY PROMPTS- Participants in this free service receive one legacy question, by email, every Sunday morning to keep the topic of legacy top of mind. 

BRANDED SIGNUP PAGE- To register clients and family members into the program, we'll create a branded webpage with your logo, and an introductory video and signup form.

LEAD GENERATOR- Your personalized signup webpage is 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.

 



GROW A NO-LOAD LEGACY FRIENDS NETWORK

When participants sign up for the Reminiscence Program through your web form the first thing they do is create their free LegacyStories.org account. When this happens they are automatically added to the "friends" section of your Legacy Stories profile, and you are added to theirs.

This is a great way to stay in touch in the context of legacy while building a following of purpose-driven supporters, leads, clients, friends and family.
 


 


INTERACTIVE GROUP PRESENTATION

 

The Legacy Outreach Program includes everything you need to deliver an unforgettable group presentation.

As your audience shares legacy stories, they'll learn the importance of their life lessons and experiences, and they'll be inspired to share their legacy stories with family members. 

We'll provide you with a Powerpoint slide show, presentation script and handouts.

The presentation can be easily added to your typical seminar, or delivered as a stand alone presentation. If you want to add value to your services, this gift of legacy is priceless!

 


 

UNIVERSALLY APPEALING TOPIC IN HIGH DEMAND

 

"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

 
 

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 quick 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. 

When finished viewing the brief tutorials and completing the action steps, 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 UNDER $28 PER CLIENT!

 

50 BrandedHandbooks
Branded Marketing Program
Interactive Group Presentation

Legacy Advocate Certification
Concierge Lifetime Listing

 
 


FOR DETAILS CALL 888-405-9840

 



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