It's Time to be a Family Legacy Coach
As boomers enter their legacy years, now is the best time be a FAMILY LEGACY COACH.
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 possessions than financial assets.
As important as this is to boomers, very few have added the family narrative to their estate plan.
This presents a well-timed opportunity for a FAMILY LEGACY COACH to help serve the growing demand!
If you want to kick start a purposeful small business or add a meaningful revenue stream to your existing practice, now is the most opportune time to differentiate your practice with our 3-Part Family Legacy Coaching System.
Part 1. THE LEGACY TALK
FACT…….When you know a person’s 8 Core values you earn 100% of their business and a whopping 4.1 introductions. (Forbes Study)
PART 1 of the Family Legacy Coaching System empowers you with our exclusive Legacy Talk interview process, which reveals a person’s values system and forms a transformational relationship to nurture in recurring legacy coaching sessions.
In a few brief video tutorials with supporting templates you’ll learn…..
the 4 stages of an effective Legacy Talk interview
the right questions and sequence to elicit values-based legacy stories
the ‘aha’ moment when the teller realizes the importance of legacy stories
how to record the interview with your smartphone or digital voice recorder
how to deliver the recorded Legacy Talk in a way that triggers enthusiastic referrals
Part 2. THE PATH FORWARD
A Legacy Talk exposes the importance of passing down legacy stories, and the client will want a path forward.
PART 2 of the Family Legacy Coaching System includes 10 Legacy Stories Handbooks. These remarkable tools of engagement help families continue recording legacy stories on their own or with your paid coaching assistance.
With over 200 legacy questions, recording tips, ethical will templates, a legacy asset checklist and more, these interactive Handbooks deliver an impressive value add or used as your step-by-step guide for performing legacy coaching sessions…we’ll show you how 🙂
Part 3. THE LEGACY AUTHORITY
PART 3 of the Family Legacy Coaching System is the Legacy Talk Digest, the ultimate resource to establish yourself as the go-to legacy authority in your area.
Small steps, taken consistently over time, greatly increases your success outcome. With our stockpile of writings, research and training acquired over the past decade, the Legacy Talk Digest delivers a bi-weekly flow of educational and inspirational legacy content.
As you incrementally learn and share this valuable information you’ll attract interest in your service, get invited to speak to groups, and garner media attention as the consummate legacy authority.
In 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
client-generating marketing strategies in a variety of niches
training and resources to acquire a variety of profitable legacy skills.
strategies for using the Legacy Café Podcast to attract interest in you!
recorded webinars on a host of client-enrichment and acquisition topics
and much more!
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 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 Handbook. He 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 estate planners.
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, develops legacy-building solutions and performs ImpleMentor web meetings.
In 2008 Tom co-founded the Living Legacy Project (formerly Project StoryKeeper) and the International Assoc. of StoryKeepers (I ASK) with a mission to rescue the life experiences of the 20th century…the greatest body of wisdom in history….from going extinct.
Prior to this, Tom founded a real estate preservation organization in a vintage mountain village in the foothills of the Great Smoky Mountains. In his role he launched an oral history project to preserve the history and voices of its elder residents.