A professionally written, hardcover book of their life story. You make one introduction. We do everything else.
Your clients have built remarkable lives. A life story book preserves who they are — the stories, wisdom, and memories their families will treasure for generations.
And when you're the one who made it happen, they don't forget.
Select your industry to see how partners like you are using life story books to strengthen relationships and stand out.
Top advisors choose six to ten clients a year and commission a life story book for each one. It becomes part of the practice — a built-in way to deepen relationships, generate referrals, and stand apart from every other firm.
When a top client hits a milestone birthday, their family wants to do something meaningful. A life story book captures their entire life — the stories, the wisdom, the legacy. The interviews become the highlight of their year and the book becomes the centerpiece of the celebration.
Clients who sell a business or retire after decades are in a reflective moment. A life story book captures not just the career but the person behind it — the risks, the people, the lessons. It's the kind of gift that turns a closing dinner into something they never forget.
Long-tenured clients deserve more than a form letter. A life story book says something no plaque or dinner ever could: we see you as more than a portfolio. Many advisors build this into their annual calendar — selecting a handful of anniversary clients each year.
Pair a life story book with a completed estate plan. The plan protects the assets; the book preserves the person behind them.
Announce the offering at your annual client event. It becomes the talking point of the night and a new tier in your service model.
When the next generation inherits, give them context. A life story book helps heirs understand the values behind the wealth they're receiving.
When a long-time client passes, offer their family a memorial book. It shows you cared about the person, not just the account.
Estate plans protect assets. Life story books preserve the person. Firms that offer both give clients something rare: a complete legacy. Many attorneys build this into their practice — recommending a life story book alongside every completed estate plan.
Trust documents cover assets, beneficiaries, and directives. But they don't capture why — why these values, why these choices, why this legacy matters. A life story book fills that gap. It becomes the document the family actually reads, again and again, for generations.
When a family business transitions to the next generation, the founder's story often goes undocumented. A life story book captures how it all began — the risks, the setbacks, the principles. It becomes the family's founding document, one the next generation can reference for years to come.
Elder law clients are already thinking about legacy. Medical directives and powers of attorney handle the logistics, but a life story book captures the person. Families consistently say it's the most meaningful part of the entire planning process.
Pair a life story book with an ethical will. The legal documents handle the assets. The book handles the heart.
Clients closing one chapter and opening another deserve to reflect on their full story. A powerful fresh-start offering.
For clients setting up foundations or charitable trusts, a life story book captures the personal motivation behind their generosity.
Plaques fade. Dinners are forgotten. Organizations that honor their most important people with a life story book give a gift that lasts — and sets a new standard for every recognition event that follows.
Present your Lifetime Giving honoree with a professionally written book of their life story at the annual gala. Every donor in the room sees what that level of commitment earns — not a trophy, but a legacy. Organizations that do this once make it a tradition.
A life story book package is personal, unique, and impossible to buy off the shelf. It consistently drives high bids at charity galas and silent auctions. The winner gets an experience, not just a product — and the conversations it generates last long after the event.
Outgoing board presidents, retiring clergy, long-serving volunteers — these are people who gave more than time. A life story book says: your story matters, and we made sure it will be remembered. Many organizations build this into their annual recognition program.
Celebrate long-standing members with a gift that honors their entire life — not just their years of membership.
Capture the stories of founding members, community leaders, or elders before those stories are lost.
When a beloved spiritual leader retires, give them a book that captures their calling, their journey, and their impact.
One introduction from you. We handle everything else.
Send a single email or make a quick call connecting us with your client, donor, or honoree. That's all you need to do.
Alan personally conducts every interview, writes the narrative, and designs the book. Your client simply shows up and tells their story.
A beautifully printed hardcover book capturing their life story. Multiple copies for the family. A gift they'll share for generations.
We believe in full transparency. Before any work begins, you'll know the expected cost based on the scope of the project. If anything changes along the way, Alan will reach out for your approval first.
Every engagement comes with a clear cost range based on the book's scope. No guesswork.
If the scope shifts, Alan sends updates and gets your approval before moving forward.
Alan handles billing with you directly. Your client never sees a price or discusses money.
Whether you're a financial advisor, attorney, or nonprofit leader — Alan would love to walk you through how it works. No pressure, no commitment.
