ATTENTION: FINANCIAL ADVISORS
Build Trust, Increase Retention, And Stand Out By Helping Your Clients Leave A Lasting Legacy
Become indispensable by helping your clients leave a legacy in the hearts of their loved ones as a Legacy Letter Partner.
Get Access To The Legacy Letter Masterclass For All Of Your Clients for ONLY $99/Month.
Join today and we'll waive the $1500 setup fee!
Trusted By Advisors With:
Randy Schroeder, CFP, CWS, CKA
Sr. Private Wealth Advisor, Partner
Luke Kratz
Senior Wealth Advisor & Portfolio Manager
💥 Q4 PROMOTION 💥
100 in 100 for $100: The March To 1 Million
100 advisors in 100 days to reach 1 Million People.
$0 Setup Fee (normally $1500).
Only $99/month.
Strengthen Client Relationships with a Legacy Beyond Wealth
Help your clients leave more than just a financial legacy. Empower them to share their values, wisdom, and love with a Legacy Letter.
As a financial advisor, you already understand the importance of managing wealth for your clients' current peace of mind, upcoming goals, and their future generations.
But a true legacy goes beyond just the dollars and cents. What parents leave behind in terms of their love, values, and life lessons is what truly shapes the next generation. Just look at the number of people who lose it all after receiving a huge inheritance. It's the families who create vision and leave a legacy in the hearts of their children who keep their wealth for generations.
A Legacy Letter complements financial planning by giving your clients the opportunity to express the things that matter most - who they are, what they believe, and the wisdom they want to pass on to their children and grandchildren.
While you help protect their financial assets, a Legacy Letter ensures that their personal stories, values, and advice are also passed down.
This simple yet powerful addition shows your clients that you care about the whole person - not just the money you manage, but the impact they’ll leave on their family for years to come.
By giving your clients access to our course, where we'll teach them how to write their own letter, you're giving them a chance to leave the greatest gift of all: a legacy that lives on in the hearts and minds of their loved ones.
"This has been awesome, my friend, we've got a couple people who said they've already signed up, thanks for making us richer today in more ways than just financial!"
- Ben Beshear, CEO & Private Wealth Advisor
LiveWell Capital - Northwestern Mutual
How It Works - 3 Simple Steps
Sign Up Below For Just $99/Month
Organizations have paid us $30,000+ to deliver this training live. Our entire course, plus free live monthly workshops for your clients is yours today, just $99/month...no matter how many clients you have.
Share the Course Link with Your Clients
We'll send you everything you need, including the link to sign up, email templates you can use, and 1:1 support as needed...all you need to do is send the details to your clients. Or, host a viewing party at your office and write your own letter with your clients!
Your Clients Write Their Letter and Thank You!
All of your clients can sign up to access our course for free. And, they get access to our free monthly workshop, if they need 1:1 help from us to write their letter, or be held accountable. Our course provides step by step instructions so they'll be able to finish writing their letter and see the life-changing power it holds...then thank you for the opportunity!
Legacy Letter Partnership Package for Advisors
Provide your clients with free, unlimited access to a powerful tool that helps them leave a meaningful legacy, while positioning yourself as a caring, trusted advisor.
HERE'S WHAT'S INCLUDED IN YOUR $99/MONTH SUBSCRIPTION:
1. Unlimited Legacy Letter Masterclass License: Full access to the Legacy Letter course for all your clients at no cost to them.
2. Access To Live Monthly Workshops: Clients get access to Blake's guided course AND live workshops to support them in writing their Legacy Letter.
3. "Official Partner" Designation: Elevate your practice with an official partnership status, showing clients that you care about their holistic legacy.
4. Complete Rollout Plan: Includes scripts, PDFs, email templates, and everything you need to introduce the program seamlessly to your clients.
5. Onboarding and Ongoing Training: We've made it simple, but if you need help with ANYTHING to onboard your clients, or even write your own letter, you'll get priority support.
6. Cancel Anytime: No long-term commitments - cancel whenever you feel it's no longer the right fit.
7. Join The Legacy Letter Mission: You'll be on the frontlines of the Legacy Letter mission, changing the world one family at a time...helping 1 million dads and moms write one meaningful Legacy Letter to a loved one.
BONUS FOR THE FIRST 100 PARTNERS TO SIGN UP:
Waived Set-Up Cost: Save $1,500 setup fee when you sign up today.
Unlimited Use for All Your Clients and Prospects: Free access for your entire client base and any potential clients—valued at $2,500+.
Private Legacy Letter Workshop for You: Attend a private workshop for Official Partners, led by Blake Brewer—valued at $300.
1-on-1 Legacy Letter Coaching Session: Get a personalized coaching session to help guide your clients—valued at $300.
Private Workshop Discount: Get 50% off Blake's usual speaking fee when you bring him in to speak at a virtual or online event.
Just $99/Month
"It was so impactful, and I can’t wait to share the letter I write with my kids. I’ve already told friends that if they have the opportunity, they have to do it!"
"There was hardly a dry eye in the place. Really the emotion of that experience just shows how very important our families are to us and how we need to breathe and make sure they know."
"The message and project is so powerful and much needed in our families across the world today."
The Day That Changed My Life Forever...
When I was 19 my parents took the family on an amazing trip to Hawaii. On the first day, my dad and I went out snorkeling at Hanauma Bay.
We were having an unbelievable time when, all of a sudden, we got caught up in a rough spot known as Witches Brew.
A
My father started yelling for help and before I knew it, he was under water. I tried to save him, but I couldn't overpower the water, and he died in my arms.
It went from being one of the best days of my life to the worst.
A few hours later, we were back in the condo and I was trying to make sense of what just happened. At that moment my mother came into the room and handed me a "gift" from my dad.
I had no idea at the time, but my dad had just finished working on a letter for me and my siblings that he had been working on for several months.
The words in this letter were exactly what I needed at that time in my life and 19 years later his words and his voice are still leading me and guiding me.
This is why I started Legacy Letter ... because my dad's letter changed my life, and I want to help your clients write a letter that'll change their kids' lives (and their own).
Ryan Corry, Chief Philanthropy Officer @ SVdP
"I’m so grateful for the Legacy Letter workshop that our donors were able to attend and experience. Blake’s presentation - his story, his guidance on the letter, the tone he uses, etc were all perfect for our group. The “thank you’s” are flooding in."
FAQ
How much time will this take for me as the advisor?
Almost none. Just send your clients an email with sign-up instructions. We even provide an email template, so it can literally be copy and paste. Then, when you onboard new clients, just add a step where you tell them about the program and give them the link to sign up. Simple!
How do I present this to my clients?
We’ve made it easy. You’ll receive a complete rollout plan that includes scripts and email templates. You can introduce the Legacy Letter program during client meetings or through your regular communication channels. We recommend sending existing clients an email, then adding a quick step to your onboarding with new clients to let them know about it.
Can I cancel at any time?
Yes, there are no long-term contracts.
What if I want a more personalized experience for my clients?
We offer personalized options, such as private virtual workshops or in-person sessions with Blake Brewer. These can be tailored to your client base and provide a deeper, more interactive experience.
How does this program benefit my practice?
By offering the Legacy Letter program, you’re going beyond financial advice and helping your clients leave a lasting personal legacy. This strengthens your relationships, builds client loyalty, and enhances retention by showing that you care about their broader legacy—not just their finances.
What if I have a large client base?
No problem! Your $99/month subscription covers unlimited clients. Whether you have 10 clients or 100, all of them can access the Legacy Letter course for free using the coupon code we provide.
What if there are multiple advisors at my firm?
Each advisor requires a license, but discounts apply starting at 3 advisors. It's $99/month/advisor, or $249/month for 3+ advisors.
How are the live workshops structured?
Every month, Blake Brewer hosts a live, interactive workshop where your clients can receive guidance on writing their Legacy Letter. These workshops are designed to keep them engaged and help them complete the letter. You can choose to receive updates as often as you'd like in case you'd like to pass on these opportunities to your clients, or even participate in one of our workshops at no extra cost to you!
I want to share this message with more people in my community. Do you do live events?
Yes! I speak dozens of times per year on stage and in boardrooms. We've worked with Walmart, launched city-wide campaigns with local businesses, and can tailor our presentation to your audience's needs. Blake offers a 50% discount on speaking engagements for Legacy Letter Partners...just get in touch to discuss!
Previous Legacy Letter Special Guests Include:
Terry Bradshaw
Ben Roethlisberger
Usama Young
Brad Johnson
Steve Largent
Craig Melvin
