Testimonials
We would like to share with you comments made by people who have participated in the Legacy Builder Retreat. We invite you to contact them to learn more about how SunBridge has helped them and how it can also help you.
"Dear Scott (Legacy Coach Extraordinaire), Thank you so much for encouraging me to attend the Legacy Builder Retreat. It put an even bigger new spring in my step! I’m interviewing my mom this weekend and am on a mission! I bought Double Your Sales and Like a Library Burning on Amazon.com and can’t get enough. Thanks for your inspiration and wisdom. Your fan, " Lori D., Florida
"The first client that I did a Priceless Conversation with passed peacefully at hospice last night leaving behind a 9 year old daughter and a wonderful circle of friends. I had the privilege of working with Christine over the past year to ensure that her daughter would be taken care of and that everything would transition smoothly. I am so pleased to be able to deliver the Priceless Conversation to her daughter after the funeral. I know that it will be a cherished gift and leave a lifelong legacy that will help fill the void that has been created by the loss.
Thank you for creating such a wonderful tool for advisors. Jody M., Florida
"Scott, a follow up "thank you" for a energizing and informative Legacy conference. The exposure to fellow professionals and the tools you shared and reviewed with us certainly add a different dimension to the professional legacy (relationship/stewardship) process. I shall remain in touch and look forward to future activity. " Michael P., Florida
"It has been nearly a year since this new client was first (attempted) to be referred to us by a major NY investment banking firm who manages some of their money. Profile is classic: self-made millionaire (started his own company and, over 23 years made it worth over $800 million – not all of which he owns anymore – but – total net worth around $60 million.) First (solid) marriage to wife with 3 children – 24, 21 and 16 – all of whom are doing well and the parents are very connected to. Good – but not particularly tight – extended family.
So, daunted by the issues – I always struggle with where to start. (They were coming in to ‘do their will’ – which they had never done…)
I started with the Priceless Conversation about “Our Children” – which I do (now) always, with all parents – irrespective of wealth size. I tell them it will help inform my drafting – which it does – but – more importantly – it changes their perspective from the ‘who’s getting what’ discussion to ‘what it’s all about.’ As is the case now with about 70% of my experiences – the dad (not the mom) is the first to cry. I believe men have similar if not identical feelings about their children as women – but – in our society they are not often forced to articulate them. When they are – a fountain of emotion bubbles up.
Perhaps equally important from the advisor side – it’s a bonding experience. This talented CEO and very capable wife came in with some suspicion about who I might be and what I might be asking. This conversation put them both at ease and has allowed us now to dig deep into what is really going on for them about their wealth and their family.
It’s not over yet – but – I feel I have a solid client relationship, already, in no small measure to the great help of this extremely useful tool. Thanks, Scott! Scott S.., Massachusetts
"I had to tell you that I met with a prospective estate planning client today. Her financial planner brought me in along with two other estate planners. I don’t normally do these beauty contests but I wanted to establish a referral pipeline with this particular CFP. I went through my planning process and included the Priceless Conversation discussion.
Both the client and the CFP looked at me funny when I explained that we would do an interview together and I was VERY uncomfortable for a couple of minutes (felt like an eternity!). But I stuck with my guns that this was an important part of the process and even offered that it was optional if she was truly uncomfortable with the idea.
Two hours later the CFP called. I won the business and the Priceless Conversation was the “tipping point” – his words.
So thank you Scott! Irina S., New Jersey
"The SunBridge Legacy Builder Retreat is a wonderful professional and personal experience. The program brings together the tools and processes for capturing my clients’ stories and wisdom. I now am able to discuss with my clients how they can create their Living Legacy." Chris M., Wisconsin
"The Legacy Builder Retreat delivered even more than I expected. It was presented in the same top-quality manner as all your SunBridge programs and then added all the tools anyone would need to realize the vision. It is hard to imagine anything but success in implementing these ideas with clients and prospects. These tools combined with your dedication to my success give me all the confidence I need to dive headlong into that Blue Ocean!" Rick H., Pennsylvania
“For years I've helped clients with their estate planning, but the focus has usually been on money and taxes. Rarely did a client show any interest in the overall legacy they would leave to the people they loved and the causes they supported. During the recent Legacy Builders retreat I finally realized that I need to use appropriate and creative "tools" to help clients think through their true legacy. I'm eager to start helping clients with a whole new approach to estate planning. I know that the Legacy Builder tools will be well-received by clients in both individual and group settings. Thank you, Scott, for "pioneering" a whole new way to do estate planning.” Jim O., Georgia
"The new tools complement and add a new depth to many of the planning techniques I previously used........We needed something to spice up and deepen our relationships with these folks and the Legacy Builder Program provided that substance.... If you are truly interested in working with your clients on a deep and significant level, I would strongly encourage you to attend the Legacy Builder Program. More importantly, if you are really interested in actually implementing what you learn, I encourage you to bring a team member with you." Randy B., Florida
"I met Scott Farnsworth and SunBridge over 4 years ago and have participated in various SunBridge programs at different times since then. What got me to go to the Legacy Builder Retreat last week was the assurance that all the tools we had previously learned would be tied together in a cohesive fashion, and that some new tools would be introduced that would provide a new marketing focus to help us get opportunities to speak to groups of people who would come to a program on legacy building, but would probably not come to another estate planning workshop." Thomas W., Florida
"I recently attended the Legacy Builder Retreat. This is a remarkable evolution of many of the core concepts of the SunBridge group. The Legacy Builder program will be a valuable adjunct to our planning and provides another important service for our clients. This Legacy Builder program may also become an effective marketing tool to build a basis of trust and a close relationship with prospective clients as well as strengthen our existing bonds with three-step clients and their families. This new marketing will not only serve to distinguish our approach from that of other providers offering living trusts, but will also build a good resource pool of better prospects and a good community reputation for being interested in clients. In short, this was one of the best seminars I ever have attended." Peter D., Arkansas
"In my years in SunBridge, literally all of the programs will bring this kind of response and enthusiasm, not just the Legacy Builders. SunBridge strategies and concepts now form the basis for my entire estate/business planning practice and are providing me with a wonderful, fulfilling, working (40+hours), and remunerative retirement plan. The National Network of Estate Planning Attorneys taught me there was a better way to live my professional life and how to do it; Esperti-Peterson Institute and the Masters Program taught me what was really important to people; SunBridge has taught me what is truly important to people that they don’t even know is important and how to teach them and do it. My professional, and personal, life is far different than if these wonderful organizations and the people behind them had not entered in. My hat is off, as always! " Steve G., Colorado
“Reputation—that for which we are known—is our most valuable resource as professionals. The Allianz Life Legacy Study found that baby boomers and their parents are ten times more interested in memories, lessons and values learned over a lifetime, and tangible personal property of emotional significance than they are interested in inherited money. The SunBridge Legacy Builder Program does a superb job of providing specific tools to allow you, in your community and with individual clients, to build the reputation of helping people identify and preserve their Legacy, making you an obvious choice as a professional in your community.” David K.,, Michigan
