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
5 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 which generates a significant increase in their business and referrals.
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. Ambassadors offer Story Vaults to their clients with the incentive of a unique 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.
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.
“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!
AMBASSADOR RESOURCES & SUPPORT
Ambassador Group Presentation
ImpleMentor Strategic Coaching
The Living Legacy Project’s message appeals to all audiences. As an Ambassador, we show you how easy it is to be a guest speaker for groups of all kinds including private, social, religious, ethnic, cultural, business and more.
Our audience-interactive group presentation comes with a compelling Powerpoint presentation, video, a script to personalize and a powerful call-to-action to book appointments for family meetings.
It only takes about 30 minutes to become familiar with the Family Story System’s tools and you’ll be ready to launch a pilot program immediately.
That said, with over decade of field experience, we’ll schedule an ImpleMentor Strategy Session with you and your team to answer your questions, assess your business growth plan, and provide you the most effective path forward without disrupting your normal course of business.
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
YOUR AMBASSADOR LICENSE INCLUDES:
Family Story System Resources
Discounted Story Vaults for Families
Branded Legacy Guidebooks
ImpleMentor Strategic Coaching