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Finding You "Why" In The Work You Do

August 16, 2019

For Joe Wite, the Chief Operating Officer of Legacy Book, when they launched their new app it was the fulfillment of personal goal, satisfying his "Why", if you will.

We interviewed Joe Witte and Lindsey Stillwell from Legacy Book for our podcast. 

 

According to Joe, “I joined the LegacyBook team so I can help families. I don’t want anyone to have to go through the painful experience I’m still dealing with.” 

 

He and the company founder, David Thorne, wanted families to not have to sort out all of the financial assets and family heritage after a loved one has passed. So they designed a solution for financial planners. 

 

We also talk with the team's project manager, Lindsey Stillwell about how she has brought her background in social work to the team to help manage the interaction between they creators and the developers.   Lindsey also talks a bit about being a women in technology, especially is a smaller tech community like Wichita, Kansas. 

 

LegacyBook LLC, a Wichita, Kansas based startup company has launched its first app for the financial planner market. The LegacyBook app helps the financial planner grow their book of business while building their clients legacy.

With LegacyBook, financial planners can now realize a more complete adviser-client collaboration that elevates the services provided to clients. Financial planners who want to elevate their services, to talk purpose, family, and giving, now have a tool to help with that issue.  Legacy book is the first digital solution to bring the digital age to advsiors and their clients where it matters most.”

LegacyBook allows clients to record and update their legacy information during their life journey that brings together and organizes information about the client’s family, finances, assets, heritage and values in one secure location. All where clients tend to live - on their phones and tablets.”

 

The LegacyBook App is designed to be: CONVENIENT – Uniquely available 24/7 on a smartphone or tablet so information can be added in real time and as life changes. SECURE - Boasting 11 layers of security, The LegacyBook App is designed to safeguard the most sensitive types of data. COLLABORATIVE – Better planning thanks to tools that capture where the client’s life is during a particular point in their journey, along with what their aspirations are. COMPREHENSIVE – Helps financial planners grow their book of business while offering clients a mobile solution to preserve their legacy.

 

LegacyBook

We guide advisors and their clients to help them build a full legacy. This process removes the use of tedious or product-specific tools and enhances advisor-client communication. Advisors will grow their book of business while helping their clients.

 

 

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