Legacy Planning Tools and Training for Advisors
Client Materials
Generate new clients and referrals with group presentations or use individual client presentations on Why Legacy Matters. Differentiate your advisory services by helping clients establish their family legacy using Legacy Stories services and Guidebook.
Training
Upon joining, you can create your own Legacy Archive and explore the many features the site offers. When adding client families, pre-populate yourself as their Friend and Advisor. Comprehensive online tutorials guide you through every site function and tool.
Benefits for Your Business
Legacy planning increases the likelihood that a family will retain you as their trusted advisor after the primary account holder passes away. Research shows that only 13 percent of affluent investors continue with their parents’ original financial advisor.
Obtain New Clients
Generate high-quality referrals through meaningful legacy-planning services. Deepen relationships with clients and their families, strengthening trust and positioning yourself as the trusted family advisor for multigenerational connections.
Benefits for Your Clients
Clients preserve the past, enrich the present, and inspire future generations. Strengthen family bonds and traditions while using guided tools to build lasting Legacy Assets personal histories, life lessons, and enduring family values.
