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If you’re like the advisors we know, you want to impact your clients’ lives. Have you ever considered helping them connect with their children on a deeper level?
In this episode, Matt Halloran talks to Blake Brewer, the founder of Legacy Letter Challenge. Blake is on a mission to help one million parents write at least one meaningful and lasting legacy letter to their children. You, too, can help the parents you serve craft legacy letters – and without having to become an expert. Blake explains how, plus, why this activity can open the door to becoming your clients’ multi-generational family advisor.
Blake discusses:
- How he went from receiving a legacy letter from his dad to helping other parents write their letters
- What sets a legacy letter apart from a regular letter
- The psychological reason that legacy letters deepen relationships between you and your clients
- Two ways for advisors to guide clients through legacy-letter writing
- And more
Related: How To Give Clients Life-Changing Advice at the Exact Right Times With Cassie Jackson