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The secret to success?
FIND a NEED and FILL IT!!!

Allianz asked Boomers to rank their
inheritance priorities.

FAMILY STORIES TOPPED THE LIST!

Here's your chance to

BOOST YOUR 2020 GROWTH TRAJECTORY
BY FILLING THIS VITAL NEED!

Family Story System

HERE'S HOW IT WORKS!

Your license grants unlimited
FAMILY STORY VAULTS

STICKY DIFFERENTIATION!

BofA/Merrill confirmed the Allianz findings with one addition:

Boomers want their trusted advisors to start the conversation and provide a the tools to collect family stories.

What an opening!!

Simply ‘gifting’ a Family Story Vault says “I appreciate you and your family” and fills a vital need in a matter of minutes, while distinguishing yourself from the typical ‘transactional’ advisor.

THE FORTUNE IS IN THE FOLLOW UP!

Offer to set up the Story Vault for the family, using our 5-minute tutorial, and ask for heirs to attend.

After giving the tools to pass down their values (found in stories), ask about their valuables as a ‘soft’ transition to the financial side of a holistic legacy plan.

TIP: Designate a Family Legacy Trustee, typically a family member with a passion for family stories, to collect and manage content in the Story Vault. We’ll coach them for you!

Our holistic clients LOVE these tools to
differentiate and grow their practice!

"My practice has taken a huge leap forward!
These tools have far exceeded my expectations!"

Noel Swain
CEO, Provest Wealth Advisors

BTW, these growth tools are also included in your
Family Story System!

ImpleMentor
Strategic Coaching

Bi-Weekly Legacy Story
Content & Resources

Interactive
Branded Handbook

Legacy Talk
Interview Tools

Branded
Lead Gen URL

Legacy Concierge
Service

Here's just a few suggestions to give a
FAMILY STORY VAULT

THOUGHTFUL GIFTING!

Christmas & Hanukkah

Veterans Day

Mother’s Day

Father’s Day

Grandparent’s Day

Employee Recognition

Vendor Appreciation

CLIENT ENGAGEMENT!

Milestone Events

On-boarding Clients

Family Office Enhancement

Legacy Trustee Introduction

Intergenerational Connections

Seminars & Workshops

Prospect Conversions

Everybody benefits with a
Family Story Vault!

CLIENTS & PROSPECTS

Finally Start the Family Story

Unite Families in a Meaningful Activity

Pass Down Family Values

Preserve the Family Legacy

Thankful for the Opportunity

Live Chat & Web Coaching

TRUSTED ADVISORS!

Strengthen Relationships

Differentiation

Increase Referrals & Retention

Attract A-List Clients

Instant Implementation – Maximum Impact

Easy Bolt-On

YOU FOUND THE NEED.
NOW FILL IT!

Schedule a demo below or call 423-295-5904.
Enterprise solutions available!


"Wealth, divorced from the wisdom that created it, causes inheritance failure."

Dennis Stack, Co-Founder, Legacy Stories

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