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.
ALL THE 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
Mother's Day Father's Day
Grandparents Day Employee Appreciation
BRANDED 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.
10 STEP EASY IMPLEMENTATION
We know how busy you are, so we created an easy 10-step process for full implementation in less than four hours. Each engaging lesson requires only 15-30 minutes of your time so they're easy to work into your schedule. The process is productive and enriching.
1. Platform overview and orientation
2. Write a short legacy story of your own
3. Record a short legacy story with the app
4. Introduce your pilot program to 1 or 2 case study clients
5. Conduct an impactful 1-hour legacy talk
6. Introduce the Legacy Stories Handbook (branded)
7. Introduce the LegacyStories.org website
8. Register clients into your Reminiscence Program
9. Generate enthusiastic testimonials
10. Get a one-hour roll out strategy call with a Legacy Stories Mentor.
"I thought I knew my clients fairly well, but now I have a far greater appreciation for them"
Raymond S.- 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
All-Inclusive Price- $1475
CALL 888-405-9840 to Order by Phone
FEATURED CLIENTS AND PARTNERS