Build Lasting Client Relationships
It’s simple to implement. It’s cost effective. It will add value for your clients. And it will help you develop stronger, relationships with your current clients and their families.
It’s a timeless resource called “Organizing Your Family Legacy” — a comprehensive, practical, and user-friendly roadmap and action plan designed to plan for the unexpected. It guides you and your clients through the legacy planning process so they know which decisions they need to make and when they need to make them.
“Organizing Your Family Legacy” provides the ideal opportunity for you to work closely with your clients, strengthening your bond while helping them create a meaningful legacy for their family. Providing this differentiating service can allow you to introduce important family topics to your current clients and multiple generations of their families.
Now you can present new and current clients this stunning gift for birthdays, anniversaries, Christmas, or other holidays – a beautiful, 264-page hardcover book customized with your private label logo and branding – to jumpstart the family legacy conversation. Inside cover pages are open for your personal notes to clients and family members.
Providing Added Value For Your Clients
What does a Managing Director at United Capital say?
“Organizing Your Family Legacy” is a wonderful tool to help our clients achieve their estate planning goals. Clients automatically see its value and appreciate the comprehensive nature of the book. I’ve used it in seminars and found it helps encourage attendees to sign up for a first appointment. Used the right way, this book can bring a great deal of added value to your practice.
–Steve Pomeranz, CFP, Managing Director, United Capital, Boca Raton, Fl
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