Family Story System
When you know a client's 8 core values you earn
100% of their business and 4.1 introductions!
(Source: Client Relationship Study by Forbes Writer, Russ Alan Prince)
Family values are found in family stories
and families want the stories!
Take a look at this survey by the Allianz Academy of Legacies.
When boomers and their parents were asked to prioritize their inheritance priorities, family stories top the list by a large margin. Yet, very few have made provisions for this in their estate plan.
This presents a well-timed opportunity to offer first-step guidance that builds trust, loyalty and expands your client base!
We give financial professionals the tools to
acquire, enrich and retain clients
by starting the family narrative!
Simple 3-Step Process
Recorded Legacy Talk
with Advisor & Client
Recording sent to the
Jones Family StoryVault in
The Living Legacy Project
The Jones family StoryKeeper
gathers content & sends
to the Jones StoryVault
Record a 'Legacy Talk'
If you want to quickly learn your clients'
values system, have a Legacy Talk!
Our proprietary Legacy Talk interview method elicits your clients’ values system, and delivers a legacy asset that starts building the family narrative.
Our interview process was formulated from 12 years of field testing with 5000+ eldercare providers, wealth managers and estate planners.
Exclusive 4-stage Legacy Talk interview questionnaire
Video tutorials to learn our process in only 42 minutes
Business Succession interview questionnaire
Sample copy for Legacy Talk invitations..and more!