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!

Grab Your Focus Gummies Here!

Click “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription”

Episodes Mentioned:

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

Learn more about the Group Coaching & Mastermind HERE!

Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!

Learn more about Asset-Map financial planning software HERE!

Learn more about our sponsor Beemo Automation HERE!

Check out the Efficient Advisor YouTube Channel HERE!

Connect with Libby on LinkedIn HERE!

Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

182: RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer

The Efficient Advisor: Tactical Business Advice for Financial Planners