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Quadruple Referrals
Increase Client Retention
Competitor-Proof Your Practice

A 4 PART Transformational Program


FACT…….When you know a person’s 8 Core values you earn 100% of their AUM or business and a whopping 4.1 introductions. (Forbes Study)

The Legacy Talks Program quickly teaches how to elicit a values system with our step-by-step interview process.

In only 42 minutes you’ll Learn…..

  • how a values system is revealed in a single Legacy Talk

  • how to ask the right questions and sequence to elicit values-based legacy stories

  • how and when the teller embraces the values you helped them discover

  • how to record a Legacy Talk with your smartphone or voice recorder

  • how to deliver the recording in a way that triggers enthusiastic introductions

  • how to convert relatives into clients in a follow up meeting

  • how to encourage ongoing interactions with relatives


A Legacy Talk exposes the importance of transmitting legacy stories, and the family will want a path forward to continue building the family narrative.

Our groundbreaking Legacy Stories Handbook guides the family through a step-by-step processwith or without your assistance.

With over 200 legacy questions, recording tipsethical will templates, a legacy asset checklist and more, these Handbooks are a crucial addition to estate plans, and a valuable tool of engagement.

Your Legacy Talks Program starts you off with 25 Handbooks.


The Legacy Talks Digest delivers educational and inspirational content that distinguishes you as the legacy authority, and competitor-proofs your practice. 

In bi-weekly email editions you’ll receive…

  • legacy-relevant articles, photos & videos to post in your social media

  • thought-provoking legacy quotes to weave into your messaging

  • Legacy Café Podcast content hooks that attract interest in you!

  • recorded webinars on a host of client-enrichment and acquisition topics

  • and much more!

Part 4. THE ImpleMENTOR

For support and growth the Legacy Talks Program includes 4 ImpleMentoring web meetings that can be used 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

  • let us present a Legacy Talks webinar for clients & prospects

  • …….and more!

Affordable - Efficient - Effective

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

Legacy Talks

Legacy Stories Handbooks

Legacy Talks

Web Sessions



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.


Baby Boomers Need and Want Transformational Advisors

As boomers enter their legacy years, now is the best time to distinguish yourself as a Transformational Advisor or Provider.

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 than financial assets.

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

Quadruple Referrals
Increase Client Retention
Competitor-Proof Your Practice

Legacy Talks

Legacy Stories

Legacy Talks

Web Sessions

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

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