E180 — Legacy Letters: The Most Valuable Asset You’ll Ever Leave
In this deeply personal and powerful episode of From Busy to Rich, Wes sits down with Blake Brewer, founder of Legacy Letter, to explore one of the most overlooked yet transformational tools in family leadership and client impact: the legacy letter.
Blake shares the unforgettable story of losing his father in a tragic accident at 19 years old—and the life-changing letter his father left behind. That letter shaped how Blake grieved, how he grew, and ultimately how he now serves thousands of families.
Together, Wes and Blake unpack:
- Why your words matter more than your wealth
- The difference between inheritance and heritage
- How to remove perfection as a barrier to meaningful impact
- The six essential sections of a powerful legacy letter
- Why advisors who facilitate deeper conversations build stronger relationships
- How writing a letter changes the author as much as the recipient
If you’re a financial advisor who talks about family legacy, estate planning, or holistic wealth… this episode may permanently shift how you define value.
Your clients don’t just need a distribution plan.
They need clarity, love, and intentionality passed forward.
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Key Takeaways:
- Inheritance is what you leave to them. Heritage is what you leave in them.
- Clients often focus on asset transfer. But the most valuable transfer is clarity of love, values, and vision.
- Your kids need your words more than your wealth.
- A finished letter beats a perfect letter.
- Legacy work deepens advisor trust and makes asking for referrals irrelevant.
