National Association of Estate Planners and Councils

Legacy Talks Client Enrichment and Acquisition Program

Forbes: When you know 8 of one’s values you get 100% of their business and 4.1 quality introductions.

In just 42 minutes you’ll learn how to deliver a Legacy Talk interview that reveals a person’s values system, boosts quality introductions, and competitor-proofs your practice.

As boomers enter their legacy years you can differentiate your practice as a Transformational vs. Transactional Advisor.

Receive a 20% discount as a NAEPC member, which will be detailed during a 20-minute demonstration with LegacyStories.com co-founder, Tom Cormier.  Book your demonstration today!

08/13/18