LOOKING FOR THE ULTIMATE GIFT FOR YOUR CLIENTS?

Consider a Legacy Profile written by award-winning journalist and celebrity profile writer Jane Wollman Rusoff!

As a financial advisor, you are always looking for ways to add value and bond with your clients. Here is one of the most creative and insightful ways I've found to help you do just that.

Listen to this 17 minute interview as I speak with Jane Wollman Rusoff and get her thoughts on building trust and affinity with clients. Jane has developed a special offering just for financial advisors so that you, too, can provide a wonderful gift to your most important clients.

A Legacy Profile starts with a personal conversation, over the telephone or in person. Jane has an immense talent for drawing people out. The telephone or in-person conversations with Jane are recorded, transcribed and edited by Jane. The oral history becomes much more than a transcript, though, as Jane -- who is a veteran journalist -- exercises her judgment to create a Legacy Profile that serves as a short autobiography and legacy document for your client.

The client's Legacy Profile is likely to be one of the most cherished documents you can ever provide for them. Your clients will be pleased with your thoughtfulness. You'll get new insights into their values, attitudes and goals. The Legacy Profile will help you understand, in a life planning type of way, what your clients want out of life. And the process could even open the door to your meeting with the next generation in your client's life.

I know from personal experience how powerful and wonderful these Legacy Profiles written by Jane Wollman Rusoff are. My family and I hired Jane to write a book length autobiography that captured my father-in-law's most important life stories. This digital history of his life will outlive him and honor his memory once he is gone. It will help generations to come understand their family legacy.

While you may not wish to provide a book length document to your clients, every advisor can afford and should consider providing a Legacy Profile to their best clients.

You can learn more at www.FamilyStarProductions.com. 

LISTEN TO THIS INTERVIEW NOW:

Communicating with Clients During Turbulent Times - Four Top Advisors Share What They're Doing and Why

Talk about a blizzard.

Americans are being hit by negative news 24/7. The Wall Street Crisis. Hurricane Ike. The sub-prime mortgage mess. Gasoline and household staples sky high. Home prices down. Credit tight. Big name institutions available at fire sale prices. Government bail outs. Business pressure. Layoffs. Angst. And now the final weeks of the presidential election campaign seem to be more circus than serious conversation.

Financial advisors are finding themselves right in the middle of the turmoil.

Anxious clients call for reassurance - even the most discerning investors seem to be unnerved by the constant barrage. Sure the stock market has historically bounced back over time, but could this time be different? And with tidal wave of Baby Boomers marching ever nearer to retirement age, the tension is at an all-time high as people worry about their retirement plans. What to do? What to do?

Four smart, veteran advisors shared their thoughts with me on September 16, 2008, just as the bad news about Lehman Brothers was breaking.

• What are they hearing from their clients?
• What are they seeing in the midst of these unprecedented times?
• What are they telling their clients?

Joining me for a robust conversation were:

1. Arthur Cooper, Principal of Cooper McManus in Irvine, CA
2. Bill Glubiak, Principal of Cedar Brook Financial in Cleveland, OH
3. Clyde Wyatt, Principal of Navigation Financial in Dallas, TX
4. Don Patrick, Principal of Integrated Financial in Atlanta, GA

These 4 advisors are also Branch Managers for Securities America, Inc., one of the nation's largest, independent broker/dealers (member FINRA, SIPC). This means they are charged with supervising, training and mentoring other advisors on a daily basis.

The focus of our conversation:

Communicating with Clients During Turbulent Times

If you're reading this post, you absolutely must click the link below to listen to the podcast. It's 30 minutes long but worth every minute.

What should YOU be telling YOUR clients? Listen now: