Simple Ways to Bring Total Family into Your Client Experience

Legacy work doesn’t have to be complicated.
The best firms we’ve seen aren’t adding hours of extra work to their process.
They’re simply folding legacy into what they already do.

Here are a few ways to start bringing Total Family into your client experience—naturally and effectively.

1. Make Legacy Part of Existing Meetings

You don’t need a separate meeting to talk about legacy. One of the simplest ways to start is by adding it as an agenda item during quarterly or annual reviews.

Before introducing your partnership with Total Family or showing clients their FamilyOS, just ask:
“What does legacy mean to you?”

That one question reveals a lot about their curiosity, values, and readiness.

2. Prep for Meetings Using Your Advisor Dashboard

If your client has completed their Personal or Family Vision, start there.
Review their Values, Purpose, and Roles before the meeting.
Keep them in front of you while reviewing their financial plan.

You’ll often find natural connections between their financial goals and what matters most to them.

3. Use Vision as Client Homework

Some advisors assign Vision exercises between meetings.
Sometimes clients complete them. Sometimes they don’t. Either way, you’ve created a clear next step.

If they don’t complete it, you’re still moving the relationship forward.
Acknowledge it. Ask what they’d like to do next.

Legacy work takes time. Not every client is ready.
And you can’t put more energy into their legacy than they’re willing to invest themselves.

But when they are ready, they’ll remember you were the one who opened the door.

4. Use Milestones to Make Review Meetings More Personal

When a client shares a story—about a family member, achievement, or life change—that’s a milestone worth capturing.

Suggest they write it down in their FamilyOS. Then revisit it in future meetings.

It’s a simple way to bring real life into the review process—and remind clients this is about more than numbers.

Start Small

Pick one of these and try it with a client this week.
Sometimes, a single conversation is all it takes to start something meaningful.