The Efficient Advisor: Tactical Business Advice for Financial Planners 274: The Ultimate Value Add to Make Clients for LIFE *Replay with Blake Brewer*
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May 20, 2025 Blake Brewer, a legacy expert and advocate for parents, shares his impactful work on creating lasting legacies for children through heartfelt Legacy Letters. He reveals the emotional power of written words and recounts a poignant story of his father's influence following a tragic loss. Brewer discusses the symbiotic relationship between legacy letters and financial advisors, offering strategies to deepen client connections and foster trust. With a focus on simplicity and impact, he inspires listeners to enhance their advisory practices and create meaningful relationships.
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Blake's Dad's Lasting Legacy Letter
- Blake Brewer shares the emotional story of his father's tragic drowning and the profound impact of a legacy letter his father wrote him.
- The letter gave Blake hope, comfort, and guided him through grief and life challenges.
Legacy Letter Writing Framework
- Legacy letters should include sections like apology, love, pride, belief, memories, advice, and a lasting legacy line.
- Authenticity matters more than perfection; even a rough draft profoundly impacts children.
When to Write Legacy Letters
- The best time to write a legacy letter is when children are born; the second best time is now.
- Parents should give the letter as soon as possible, not waiting until death, to strengthen relationships.