Acquire, enrich and retain A-list clients with this
appointment-setting 'cause marketing' vehicle!
In by-weekly editions you'll transform your practice with..
Cause marketing appointment-setting
'tools of engagement'
An interactive 'Legacy Talk' interview
that converts appointments into clients
A 'Legacy Talk' group presentation that
generates qualified A-list appointments
Captivating family legacy content to
enhance your social media messaging
Tutorials to cultivate and nurture clients
in the LegacyStories.org archive
Training & resources to build a
recurring fee-based legacy service
Boomers want to transfer their values
and they need trusted advisors to guide them
In a survey conducted by Allianz boomers were asked to prioritize their legacy assets.
By a large margin they clearly want to transfer their values over valuables.
With very few having taken any action you have everything to gain by providing basic guidance.
The Legacy Talk Digest shows you how!