Episode Details

Every financial advisor is looking for a value-add that will make their service unforgettable—something that has a large impact, yet is fairly easy to execute. 

In today’s podcast episode, host Libby Greiwe is chatting with guest John Scherer about a super neat value-add experience he offered to his clients—the Legacy Letter. 💌

The goal of this virtual event was to help his clients create a lasting legacy beyond finances for their children. John gives all the details of his letter-writing event and shares how this tool not only deepened family bonds for his clients, but also redefined the advisor-client relationship. 

If you need an innovative value-add that is lower on difficulty and massive on impact, this may be just the thing for you! Take a listen today!

P.S. The Legacy Letter was also featured on the Today Show…it’s that cool! 😎

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LINKS FROM THIS EPISODE

Connect with John on LinkedIn Here

Learn About The Legacy Letter Here

Learn More About the Retirement Tax Services Summit Here!

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Episodes Mentioned:

#106: The Ultimate Value Add for 2023: Low Difficulty, High Impact with Blake Brewer

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Learn more about Asset-Map financial planning software HERE!

Learn more about our sponsor Beemo Automation HERE!   

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Connect with Libby on LinkedIn HERE!

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