Tools of Engagement

We’ve helped hundreds of financial advisors, wealth managers, estate planners, senior care providers and legacy consultants acquire and retain clients with our cause marketing tools and resources. 

Living Legacy Project
Cause Marketing Solutions

Grow, enrich and retain your client base with cause marketing resources you can easily implement every two weeks.

LLP Ambassador training, support and resources to build an A-list client base quickly and easily.

A step-by-step guide to help families record and preserve their legacy stories. Ideal for client/family interaction or appreciation.

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