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Legacy Tools of Engagement

Over the past decade we’ve helped thousands of financial advisors, wealth managers, estate planners, senior care providers and legacy consultants acquire and retain clients with our legacy tools of engagement.

The solutions below can transform your business, and your purchase helps to maintain the LegacyStories.org archive. Legacy Matters! Pass it On!

Living Legacy Project
Cause Marketing Solutions

In bi-weekly email editions you’ll obtain in-demand legacy-building skills, tools, and differentiating marketing resources.

Family Legacy
Coaching System

Our affordable 42-minute training and legacy coaching resources are all you’ll need to grow and retain a values-driven client base.

A step-by-step guide to help families record and preserve their legacy stories. Ideal for client/family interaction or appreciation.

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