Retention & Referral Program
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)
The 4-STEP R&R Program delivers these
client retention and referral benefits:
For Your Practice..
Add values to valuables for ‘holistic estate plans’
Build client loyalty with family & relatives
Mitigate succession conflicts
Enthusiastic referrals from within the family
For Your Clients..
Recorded Legacy Talk interview for posterity
Complementary LegacyMaker Portfolio
Legacy Stories Handbook to engage heirs and relatives
Trusted advisor for guidance and monitoring progress
Create a durable legacy that thrives for generations
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 process was formulated while training 5000+ eldercare providers, wealth managers and estate planners.
In only 42 minutes you’ll learn…..
the 4 stages of an effective Legacy Talk interview
how to record the interview for posterity
the ‘aha’ moment that transforms your relationship
why a personalized thumb drive is so valuable
You’ll also get…
Legacy Talk and Legacy Succession interview questionnaires
Sample copy for Legacy Talk invitations..and more!
"Your interview process is everything you say it is and more.
I highly encourage my colleagues to experience this!"
Anne H. (Estate Planner)
Provide a path forward
LegacyMaker Portfolio Features…
Unlimited media storage
Unlimited multi-media stories and chapters
Unlimited narrated legacy photos and slideshows
Unlimited audio recordings and playlists
Unlimited legacy groups to join or create
Mentor Center video tutorials for convenient learning
Legacy Trustee section for authorized access
Separate connect networks for Family and Friends
5 content viewing audiences
Encrypted security on the Amazon cloud with triple redundancy backup …and much, much more!