Tom is recognized around the world as the leading authority on helping elders pass down their wisdom and life lessons to future generations. Utilizing a decade of field research, having training over 5,000 caregivers, Tom and his team developed client-enrichment tools and resources for financial advisors, estate planners and senior consultants that deliver immeasurable added value.
His award-winning solutions are being used by advisors in many of the nation’s top organizations and firms. His free innovative resources include the LegacyStories.org website and mobile app voice recorder. Tom also authored the interactive Legacy Stories Handbook with 230+ legacy questions, legacy letter templates and more, as an easy to follow guide for families to interview and record their elder’s wisdom and life lessons.
Exclusive Web Classes
- How The Emerging Legacy Trend Can Start New Conversations and Generate More Business
- Attract! Convert! And Retain Clients with Legacy Talks!