The SunBridge Legacy Builder System is a practical and elegant array of training, tools, and support for the wise and caring advisor. With our help, you can gracefully weave legacy building into your marketing and client services. By creating greater value for your clients through legacy building, you will soon discover that you can make more money in your practice, enjoy more satisfaction in your work, and find greater meaning in your life.
Tools described here. Story telling, or as some say story selling. Good planning helps the client complete a narrative arc. But don't get me started. Hate to have to have you read Aristotle's Poetics.