Practical Training for the Caring Advisor:
The SunBridge Legacy Builder Retreat and
The SunBridge ADVANCED Legacy Builder Retreat
Wise and caring advisors include professionals in the estate planning, financial services, funeral services, elder law, long-term care, philanthropic, retirement, special needs, hospice, and other related fields. Wise and caring advisors value the assets of the heart as well as those that appear on a balance sheet. They understand that true wealth includes money and property, but it also encompasses so much more.
At SunBridge, we train wise and caring advisors to develop the practical skills they need to help clients share the wealth of a lifetime.
The SunBridge Legacy Builder Retreat
Overview of the SunBridge Legacy Builder Retreat:
If you are a wise and caring advisor, your journey as a Legacy Builder begins with The SunBridge Legacy Builder Retreat. (See the agenda below.) These 2 days of hands-on immersion in the real-life tools and techniques of legacy building will forever change the way you work.
Following the retreat:
You will walk away with a new vision of how you can make a difference in your work, in your family, and in your community.
You will take home with you the skills to help clients and community members build, protect, and share their legacy.
You will leave equipped with an entire tool box of practical, ready-to-use legacy building tools. You will be prepared to market yourself to your community as an authentic legacy builder, someone who can not only talk the talk but who can also walk the walk.
You will be qualified to become the advisor of choice and distinction in your community.
You will be prepared to achieve greater financial success in your business.
Agenda of the SunBridge Legacy Builder Retreat:
First Day: 9:00 AM -- 5:30 PM
Building Bridges Through Legacy Building
My Story
I Come from a People who . . .
Big Ideas
Your Objectives
Blue Ocean Opportunities
American Legacies Study
Managing Client Expectations
Building Bridges Presentation
Legacy Building in a Group
A Picture is Worth . . .
Your Life in a Brown Paper Bag
My House
The Lighthouse
Precious Objects, Important Stories
The Treasure Chest Game
Opportunities with Legacy Presentations
How to Present each of the Tools
Second Day: 9:00 AM -- 4:00 PM
Using One-to-One Legacy Building Tools
Priceless Conversations -- Instruction
Priceless Conversations -- One-to-one Interviews
Priceless Conversations -- Follow-up
Priceless Conversations -- Implementation
How Will You Be Remembered?
Implementing Legacy Building in Your Practice and Your Community
A Dozen Ways to Grow Your Business Using Legacy Building
New Support System: The SunBridge Legacy Builder Network
How to Become a Certified Legacy Advisor
The First Five Things to Do When You Get Home
Testimonials of the SunBridge Legacy Builder Retreat:
"The workshop was wonderful. You have us all inspired. My organization (OPAL Community Land Trust) is having a gathering of donors this afternoon, and I am going to try one idea from your presentation. Many thanks!" Helen B., Washington
"I am so very glad that I took the time to attend the SunBridge Legacy Builder Retreat in Orlando. Great session! It exceeded my expectations. As you know, I am a true believer and these legacy issues have been dear to my heart for a long time. It was great to see the tools that SunBridge has developed and to see those tools work so effectively. I will be doing more legacy things with my extended family. This is quite exciting!" Claude T., Kansas
"The Legacy Builder Retreat is not only a time for personal and family reflection, it is an unparalleled opportunity to truly bring value to our client's lives. People pay lip service to the idea of incorporating legacy into their planning. The Legacy Builder Retreat and Network give you the mind set, the skill set, the tools and ultimately the support of your peers to help your clients discover what matters most and make it happen." Peggy H., Florida
"I just want to advise my professional colleagues that, in my opinion, it has been a long time since I have seen a program of such merit and substance. The Legacy Builder Retreat was well organized, very thoughtful, and provided an overwhelming number of client tools that were actually ready to use with your clients!" John H., Oklahoma
“Thank you for creating this powerful experience! I returned home with a renewed awareness of my individual significance and the confidence to guide my clients to a place of greater abundance and purpose. I can envision many ways to use these tools not only in our practice but in making a real difference in our community. By employing these skills, I am now having conversations on a much deeper level. I know this will change the way we serve our clients.” John B., Georgia
The SunBridge ADVANCED Legacy Builder Retreat
Overview of the SunBridge ADVANCED Legacy Builder Retreat:
This two-day program is for financial advisors, estate planners, and philanthropic professionals who have attended the foundational SunBridge Legacy Builder Retreat or the Legacy Chat Workshop and are now ready to close the gap between the theory of story-based planning and the reality of changing lives through powerful systems, processes, and tools.
This Workshop is for a small group of professionals who are ready to roll up their sleeves and go to work. This is not for the passive observer, but for those who are serious about harnessing the power of transformation in their work with clients and donors. The number of seats is strictly limited; they are available on a first-come, first-served basis.
Agenda of the SunBridge ADVANCED Legacy Builder Retreat:
First Day: 9:00 AM -- 6:00 PM
Big Ideas
Taking Charge
Angels & Heroes
Attracting Your Ideal Clients
Perfecting Your Process
Sharing the "How We Do It Story"
The Philanthropic Slush Fund
The Time to Think Council
Closing Round
Adjourn
Second Day: 9:00 AM -- 4:00 PM
The Meaning of Success
The Transformation Economy
The Level-Three Advisor/The Master Planner
What's Next? Planning
The Get It Done Strategic Vision
The First Five Things
Testimonials of the SunBridge ADVANCED Legacy Builder Retreat:
"By all means you should attend this workshop. The interaction with the participants creates a wealth of shared wisdom and experience. As always, Scott’s tools are wonderful and will allow me to accomplish things that wouldn’t otherwise be possible. John H., Utah
"Should you attend? I say, “Go, it’s well worth it!” Marc S., Florida
"The “Angels & Heroes” segment just blew me away. I came up with ten different ways to use that in my practice. If you're like me, if you come to this workshop you will likely leave having had several “A-HA’s” relating to improving your personal and professional life that you can immediately take action on." Yale L., New Jersey
"If you are already doing everything perfect and engaging every new prospect, then don’t attend. Otherwise… ATTEND!" Joe C., California
"I loved the idea of “The Philanthropic Slush Fund!” If you’ve experienced the first Retreat, you will definitely be enriched by the second! I strongly encourage everyone in the Legacy Builder Network to attend." Robin P., Florida
