LEGACY ESSENTIALS SYSTEM
The Legacy Essentials System enhances your marketing mix with unique legacy-building content while growing your contact list with prospects who are in legacy mode. With these tools of engagement you can differentiate your practice, add new skills and strengthen relationships.
CLICK + TO VIEW SYSTEM COMPONENT DETAILS
We invested more than a decade of R&D in the legacy space, and we’ve learned what works and what doesn’t. Now you can use our research to deliver high value legacy content and more to your clients and prospects.
The monthly Legacy Labs Digest includes;
- Legacy-building ideas and tips to share on your social media
- Legacy-relevant articles for your blog and newsletter
- Recorded webinars on a host of legacy topics
- Innovative marketing strategies in the legacy space
- Client interaction methods and protocols
- Cross-promotions with legacy experts
and much more!
Whether you apply some or all of the tools and resources in each edition, the Legacy Labs Digest will pay for itself many times over. Nobody knows legacy like we do, and we’ll provide you the most relevant content incrementally over time.
How deep is our experience?
We’ve trained over 5,000 hospice caregivers to record stories of their patients. We discovered how to ask the right questions to elicit the legacy stories and life lessons that matter most.
We’ve worked closely with estate planners, wealth managers, planned giving and financial advisors in the nation’s largest firms, learning how best to help them add a legacy planning component to their practice.
Our LegacyStories.org platform is the first to be certified by FamilySearch, the world’s official family tree with over 12 billion ancestor records. We know family history and genealogy.
We’ve trained over 300 people to start a legacy consulting business, including some who have taken their new service to the national stage.
We produced the Legacy Café Podcast, the only podcast of its kind, to engage in legacy-building conversations with internationally acclaimed authors and experts about all things legacy.
Now you can benefit from what we’ve learned to engage with clients and prospects in new ways, demonstrating that you know legacy matters.
THE LEGACY LABS DIGEST IS ONE-OF-A-KIND.
YOU WANT TO RECEIVE THESE MONTHLY TOOLS OF ENGAGEMENT!
As the legacy movement grows, so does demand for legacy services of all kinds. The Legacy Concierge Directory was created to provide an easy way for people in legacy mode to find professionals who can provide a key component to their holistic legacy plan.
With your listing in the Legacy Concierge Directory you’ll join a network of legacy professionals who provide services for:
- Memoirs & Biographies
- Photo Organizing & Scanning
- Video Biographies & Tributes
- Audio Editing & Oral Histories
- Genealogical Research
- Heirloom Preservation
- Financial, Estate & Legacy Planning
- Elder Care, Downsizing & Funeral Planning
- Real Estate
THIS IS THE FIRST AND ONLY COMPREHENSIVE LEGACY EXPERT DIRECTORY!
Your Legacy Essentials System includes a co-branded version of our award-winning Legacy Reminiscence Program. This value-add lead gen vehicle is designed to educate and motivate people to start writing or recording their legacy stories by ‘reminiscing with purpose.’
CO-BRANDED SIGNUP PAGE- To register clients and family members into the program, you’ll receive a co-branded URL webpage with your logo, and an introductory video and signup form.
MEMORY PROMPTS- Participants receive weekly story prompts by email to keep the topic of legacy top of mind.
CONNECT WITH EXISTING CLIENTS- Introducing this no-load legacy-building program to existing clients is an easy way to open a dialog for other business. All you do is open the URL, play the 2-minute video, and sign them up. The introductory video explains the whole program for you.
GENERATE NEW LEADS- Add a special link to your website to promote your complimentary legacy program. Share it with the community as a meaningful e-deliverable outreach vehicle. Promote your webpage in emails, newsletters, social media, blogs, etc.
BUILD YOUR MAILING LIST- All registrant names and email addresses are delivered to you for following up and nurturing leads.
NURTURE RELATIONSHIPS- After registering into the program, participants start their program by creating their free Legacy Portfolio account in the Legacy Stories platform, where they can write, record and discriminately share their legacy stories.
When this happens, they are automatically placed in the Friends section of your profile and visa versa.
TO VIEW A SAMPLE CLICK HERE
THIS IS THE ONLY SELF-GUIDED LEGACY PROGRAM ON THE PLANET! WHY NOT BE THE FIRST TO INTRODUCE IT TO YOUR CLIENTS, PROSPECTS AND COMMUNITY?
Legacy Essentials System Benefits
- Market Differentiation
- Build client-loyalty
- Attract new quality prospects
- Perceived authority on legacy matters
- Elevate your community profile/outreach
- Connect and nurture clients & prospects
- Low-cost client acquisition vehicle
“We’re excited to add a legacy component to our services. Gradually implementing your resources, they continue to exceed our expectations!”
Chad S.- Estate and Financial Planner
“We mention our new legacy program during walk-throughs with prospective clients, and it has already converted two clients!”
Janet M.- Assisted Living Director
“My clients have expressed sincere appreciation for giving them the tools to build the family legacy. Now we are taking this to the community.”
Martin V.- Wealth Manager
“An amazing resource that easily bolts onto our marketing plan, and it’s been great for our pre-plan sales efforts.”
Roger B.- Funeral Home Owner