The secret to success?
FIND a NEED and FILL IT!!!
Allianz asked Boomers to rank their
inheritance priorities.
FAMILY STORIES TOPPED THE LIST!
Here's your chance to
BOOST YOUR 2020 GROWTH TRAJECTORY
BY FILLING THIS VITAL NEED!
Family Story System
HERE'S HOW IT WORKS!
Your license grants unlimited
FAMILY STORY VAULTS
STICKY DIFFERENTIATION!
BofA/Merrill confirmed the Allianz findings with one addition:
Boomers want their trusted advisors to start the conversation and provide a the tools to collect family stories.
What an opening!!
Simply ‘gifting’ a Family Story Vault says “I appreciate you and your family” and fills a vital need in a matter of minutes, while distinguishing yourself from the typical ‘transactional’ advisor.
THE FORTUNE IS IN THE FOLLOW UP!
Offer to set up the Story Vault for the family, using our 5-minute tutorial, and ask for heirs to attend.
After giving the tools to pass down their values (found in stories), ask about their valuables as a ‘soft’ transition to the financial side of a holistic legacy plan.
TIP: Designate a Family Legacy Trustee, typically a family member with a passion for family stories, to collect and manage content in the Story Vault. We’ll coach them for you!
Our holistic clients LOVE these tools to
differentiate and grow their practice!
"My practice has taken a huge leap forward!
These tools have far exceeded my expectations!"
Noel Swain
CEO, Provest Wealth Advisors
BTW, these growth tools are also included in your
Family Story System!
ImpleMentor
Strategic Coaching
Bi-Weekly Legacy Story
Content & Resources
Interactive
Branded Handbook
Legacy Talk
Interview Tools
Branded
Lead Gen URL
Legacy Concierge
Service
Here's just a few suggestions to give a
FAMILY STORY VAULT
THOUGHTFUL GIFTING!
Christmas & Hanukkah
Veterans Day
Mother’s Day
Father’s Day
Grandparent’s Day
Employee Recognition
Vendor Appreciation
CLIENT ENGAGEMENT!
Milestone Events
On-boarding Clients
Family Office Enhancement
Legacy Trustee Introduction
Intergenerational Connections
Seminars & Workshops
Prospect Conversions
Everybody benefits with a
Family Story Vault!
CLIENTS & PROSPECTS
Finally Start the Family Story
Unite Families in a Meaningful Activity
Pass Down Family Values
Preserve the Family Legacy
Thankful for the Opportunity
Live Chat & Web Coaching
TRUSTED ADVISORS!
Strengthen Relationships
Differentiation
Increase Referrals & Retention
Attract A-List Clients
Instant Implementation – Maximum Impact
Easy Bolt-On
YOU FOUND THE NEED.
NOW FILL IT!
Schedule a demo below or call 423-295-5904.
Enterprise solutions available!