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Become a Member

Provide a noble service that increases referrals, boosts revenues and retains clients for life.

If you’re like most professional advisors, you've probably lost a significant portion of your income since the market decline. You may be cutting back and placing a greater emphasis on the ROI of every dollar you spend. Legacy Planning delivers.

Take charge and start providing your clients with legacy planning today. Step up and stand out. For the small investment of $250 mo., you're getting a turn-key program that will yield:

  • New clients. Let's look at two scenarios:
    • First, let's say you bill by AUM and a typical new account average is only $250,000. Assuming a 1% wrap, the gross fees in the first year come to $2,500. If you only get 5 new clients from legacy planning-that means $12,500 in new PERPETUAL gross revenue on an investment of $250 mo.
    • Second, for those of you who bill clients by the project or hour-if you charge $1,000 for a legacy plan, you could nearly double your investment.
       
  • Increased loyalty and referrals. Legacy planning builds multi-generational relationships. It also sets you up for more referrals. Your $250 mo. investment in BreadcrumbsSM is like buying a small insurance policy on client loyalty. Again, consider the ROI.
     
  • Feel good. Legacy planning can make a material difference in the lives of your clients. It makes you a better advisor and better person. For just $250 mo.

All that I can really say is that Plan Your Legacy is awesome. It is such a wonderful and powerful tool that I find myself torn between sharing it with everyone that I know and keeping it a secret so that other advisors in our area do not find out about it.
-Darren Douglas

Experience our service RISK FREE. With the Breadcrumbs member reassurance program, if you are not totally satisfied with your membership you may cancel at any time. This allows you to experience your membership risk free.

There's never been a better time to improve or launch your business. Don't procrastinate on this risk-free offer.

 


  

Act now while the price is only $250 per month.


This is a very powerful tool that deals with the most important issues in our lives and beyond. Unfortunately, we spend too much time hurrying through today and cleaning up yesterday to give tomorrow--and those who will live in it--the thought, reflection, and planning they deserve. I congratulate everyone involved in putting this together.
-Jim Stovall, Author of The Ultimate Gift and International Humanitarian of the Year