Family Story System
Retirees want to pass down family stories
more than financial assets, and they prefer
trusted advisors to provide a path forward!
(Source: BofA/Merrill Legacy Study)
Deepen client loyalty and acquire new clients
by giving the gift of legacy 'from your home' in
6 EASY STEPS!
Tell the Community
The Living Legacy Project’s mission is to preserve the greatest body of wisdom in history before it is lost. We accomplish our mission by empowering ‘Ambassadors’ (FAs, EPs, etc.) with tools to help family elders transfer the family story to heirs.
Ambassadors are authorized to provide these tools at no cost to families, which generates a significant increase in business and referrals.
To raise awareness we inform our vast media networks that a new Ambassador has been appointed to meet with families and deliver the Project’s Family Story System.
Watch the video and continue to STEP-2!
Meet the Family
We’ll provide you with compelling copy to invite A-list clients and prospects to attend a family meeting (remotely or in-person). We show you how in a brief video tutorial.
As an enticement your invitation includes a Family Story Vault gift card to pique interest. Story Vaults in the LegacyStories.org archive are provided at no cost exclusively through Ambassadors by applying a unique 100% discount code.
Continue to STEP-3.
Deliver the Story Vault
LegacyStories.org is the official archive for the Living Legacy Project. Since 2008, our award-winning living history library has given families around the world a secure repository to collect, preserve and discriminately share their legacy stories.
A Story Vault includes all features and unlimited media storage for a fixed price but Ambassador clients and families pay $0!
Ambassadors use an explainer video to show a fully developed Story Vault, which elevates the value of your deliverable while building trust with the heart of the family.
You can create a Story Vault account in about three minutes. Watch the video then continue to STEP-4.
Deliver the Handbook
STEP-4 is simply delivering an interactive guide that makes it easy for families to collect legacy content for the Story Vault.
Your personalized welcome message, photo, logo and contact information is viewed every time the handbook is used.
Just play a brief explainer video to further increase the value of your deliverables.
Easy enough right? Watch the video then continue to STEP-5.
Start the Reminiscence Program
STEP-5 is activating the Legacy Stories Reminiscence Program, which sends a story suggestion every Sunday morning by email to remind family members to add more content to their Story Vault.
Ambassadors are licensed to use and promote their branded web page with an explainer video and sign up form.
Not only will the program connect you to the extended family but it also serves as an effective lead generator, which attracts mostly affluent females, ages 45-65.
Play the video to create another ‘wow’ moment and sign them up. Watch the video then continue to STEP-6.
“I became an Ambassador because they gave me the tools to help my clients pass down their ‘wisdom’ along with their ‘wealth’. These tools ensure your life lessons and experiences will bind your family together for generations to come.
With my ‘holistic’ approach to legacy building, I can apply the same principles to ensure your financial legacy thrives for generations as well. Would you like to see how I tie them together?
LAUNCH YOUR PILOT PROGRAM
In Less Than An Hour!
FAMILY STORY SYSTEM
More Ambassador Resources
Tools & Content
START THE CONVERSATION
With Your Gift of Legacy!
Family Office Enhancement
Legacy Trustee Introduction
Seminars & Workshops
"My practice has taken a huge leap forward!
These tools have far exceeded my expectations!"
CEO, Provest Wealth Advisors
Ensure the Wisdom of Our Time
Is Preserved for All Time!
YOUR AMBASSADOR LICENSE INCLUDES:
Family Story System Resources
Unlimited Story Vaults for Families ($349 value each)
Unlimited Branded Handbooks ($19.95 value each)
Branded Reminiscence Program Signup Web Page
Ambassador Group Presentation
Bi-Weekly Legacy Talk Digest
ImpleMentor Strategic Coaching