Quadruple Referrals
Increase Client Retention
Competitor-Proof Your Practice

A 5 PART Transformational Program


Forbes: When you know 8 of one’s values you get 100% of their business and 4.1 quality introductions.

PART-1 of the Legacy Talks Program is an exclusive interview process that reveals a person’s values system to serve them better, and elevates your persona from a transactional provider to a transformational advisor.

In only 42 Minutes You’ll Learn…..

  • the best questions and sequence to elicit extraordinary legacy stories
  • how to record the Legacy Talk with your smartphone or voice recorder
  • how to deliver the recording for maximum impact
  • how to convert prospects into clients
  • how to generate ongoing interactions with relatives

During Legacy Talks You’ll Experience….

  • fascinating insights into your clients’ and prospects’ family history
  • the teller’s values system revealed in legacy stories
  • the ‘aha’ moment when they realize the value of their life experiences
  • the teller’s motivation to pass down this valuable information
  • the teller’s desire to share their Legacy Talks experience


PART 2 transforms your relationship further when you deliver the Legacy Talk recording on an heirloom flash drive in a follow up meeting with relatives and heirs

Your Legacy Talks Program includes 10 monogrammed flash drives to memorialize the legacy stories on an invaluable legacy asset.

Play interview snippets and they’ll want friends and loved ones to experience a Legacy Talk with you.


PART 3 gives the family a path forward to continue recording life lessons and experiences, guided by the groundbreaking Legacy Stories Handbookwith or without your assistance.

With over 200 legacy questions, recording tipsethical will templates, a legacy asset checklist and more, the family will remember you for this unique legacy-building tool!

Your Legacy Talks Program includes 25 Handbooks, the best tools of engagement for ongoing interactions.

PART 4. Transformational Outreach

PART 4 includes the Legacy Talks Digest to differentiate your persona as a Transformational Advisor. In monthly email editions you’ll receive…

  • legacy-relevant articles and content to post in your blog and social media
  • the Legacy Café Podcast to inform and inspire your clients and community
  • recorded webinars on a host of client-enrichment and acquisition topics
  • and much more!

PART 5. Strategic ImpleMENTORING

PART 5 includes 4 strategic ImpleMentoring sessions to help you….

  • deliver an appointment-generating Legacy Talks group presentation
  • get introduced to over 20 enthusiastic referral sources
  • create a new revenue funnel with recurring fee-based Legacy Talks
  • bring your team up to speed to play a role that generates business….and more!

You choose the most convenient times with our online scheduler whenever you want.

Affordable - Efficient - Effective

Become a Transformational Advisor
in just 42 minutes with the
Legacy Talks Program

Legacy Talk Tutorial

10 Flash Drives

25 Legacy Handbooks

Legacy Digest

4 Strategy Sessions

Leaders of the Exploding Legacy Movement


Dennis is a former Senior VP-Branch Manager for UBS/PaineWebber. Over a career spanning 20+ years, Dennis built a network of professionals in Estate Planning, Wealth Management, Accounting and Insurance with a focus on complex intergenerational wealth planning.

After losing his father, then losing his mother to Alzheimer’s soon after, he regretted not taking time to ask about their past. It was while working with hospice caregivers that Dennis decided to leave his successful career to found Project StoryKeeper, a 501-c3 non-profit, to provide legacy story collection training to senior care and financial services professionals across the country.

To that end, he created the StoryKeeper Guidebook, which has since been transformed into the Legacy Stories HandbookHe trained more than 5,000 care providers in over 800 Hospices, Home Care, Assisted Living and Veterans communities as well as numerous financial advisors and wealth managers.


Tom is former CEO and host of the Let’s Talk America radio show, which for 15 years aired on over 450 radio stations in the U.S. and Canada, and focused on self-improvement and personal achievement.

He co-founded Legacy Stories with Dennis after being inspired by his message as a guest on the show. In his role as CEO, Tom produced the groundbreaking Legacy Café Podcast, developed the Legacy Talks Program and performs ImpleMentoring sessions for clients.

In 2008 Tom co-founded the Living Legacy Project and the International Assoc. of StoryKeepers (I ASK) to save the life lessons and experiences of the 20th century…the greatest body of wisdom in history….from going extinct.

Prior to this, Tom founded and funded an historical real estate development company to preserve the architecture and history of a vintage mountain village in the foothills of the Great Smoky Mountains, recording oral histories of its elder residents.

Featured Partners and Clients

Boomers want to have Legacy Talks

As boomers enter their legacy years, the timing will never be better to differentiate yourself as a Transformational Advisor and competitor-proof your practice.

Take a look at this survey conducted by the Allianz Academy of Legacies.

When asking baby boomers to prioritize their assets for an inheritance, they place a much higher priority on passing down legacy stories and assets than financial assets.

Transformational Advisors have the most to gain by having Legacy Talks with this affluent generation.

You can implement the LegacyTalks Program in only 42 minutes. So why not schedule a demo right now while you’re on this site? Go ahead. You’ll enjoy what you see….for real.

Transform Your Practice in 42 Minutes!

Legacy Talk Tutorial

10 Flash Drives

25 Legacy Handbooks

Legacy Digest

4 Strategy Sessions

Go ahead and schedule 20 minutes with us while you're here!

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