Acquire, enrich and retain A-list clients with this
appointment-setting 'cause marketing' vehicle!

In by-weekly editions you'll transform your practice with..

Cause marketing appointment-setting
'tools of engagement'

An interactive 'Legacy Talk' interview
that converts appointments into clients

A 'Legacy Talk' group presentation that
generates qualified A-list appointments

Captivating family legacy content to
enhance your social media messaging

Tutorials to cultivate and nurture clients
in the archive

Training & resources to build a
recurring fee-based legacy service

Boomers want to transfer their values
and they need trusted advisors to guide them

In a survey conducted by Allianz boomers were asked to prioritize their legacy assets.

By a large margin they clearly want to transfer their values over valuables.

With very few having taken any action you have everything to gain by providing basic guidance.

The Legacy Talk Digest shows you how!

Featured Ambassadors and Advocates

Grow and Competitor-Proof Your Practice
One Legacy Talk Interview at a Time!


(12 month min)



(Save $93!)


Learn how to make cause marketing
your #1 client acquisition vehicle

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