Develop and sustain a profitable base of loyal clients.

Loyal clients allow a successful practice to grow. That loyalty is precious – and personal. It hinges in large part on trust and high quality relationships.

There is nothing like good face-to-face conversations to develop loyal relationships, but your time is limited. Introducing the Life Legacy Toolkit: When speed is what you need, but ease and depth are what you want in your conversations with clients.

What’s unique about the Toolkit? It’s an easily adoptable 3-step path to harness the power of an easily told story from the life of your client to quickly create a highly productive conversational experience.

  • Establish and reinforce rapport immediately
  • Gather new information about personal history and concerns
  • Identify a client’s guiding values
  • Engage clients in practical strategies for creating meaningful legacy.
  • Sustain your standing as the client’s most trusted advisor.

Life Legacy Conversations is a beautiful, profound and practical tool for inviting perhaps the most important conversations we can ever have.

– Ed Jacobson, PhD

Additional tools and services from Personal Legacy Advisors support existing clients and attract new ones:

  • Client gifts: Handsome and meaningful gifts that will inspire existing and prospective clients and reflect well upon you. Private labeling is an option.
  • Special events: Engaging and motivating presentations and workshops for your existing and potential clients, focused on creating legacy and connecting the generations.