For Ultimate Gift Ambassadors, the real value rests in the right values.

"What problems and challenges in your life have shaped who you are today, and the way you make decisions?" "How has family brought strength or meaning to your life?" "What are you most grateful for that you hope to pass down to future generations?" Do these sound like the typical questions that your Financial Planner, CPA, Insurance Advisor are asking you? For Ultimate Gift Ambassadors, this is a routine conversation held with their most important clients.

A great deal of research has been conducted over the past several years surrounding the topics of wealth, legacy, inheritance and family values. More than ever before, people are expressing that the intangible assets in their life such as character, faith, morals and life lessons are dramatically more important than their tangible or financial assets. Yet they also admit that they haven't done a satisfactory job of integrating these intangible assets into their planning efforts - and the consequences can be enormous. As a result, today's professional advisors are playing an increasingly significant and comprehensive role on their clients' planning teams.

"The dynamics and scope of the Advisor/Client relationship have really changed over the last 10 years," says Todd Fithian, CEO of The Legacy Companies, a Boston-based consulting company servicing innovative professional advisors. "These are emotional issues that people are considering and they have very deep roots, perhaps going back as far as their childhood in some cases. An individual's wealth is comprised of a lot more than just a financial statement. Today's advisor's need to be well equipped to have a meaningful dialog with their clients covering their values, vision, mission and goals in order to be effective in helping them to develop and execute plans that will achieve the results they truly desire."

Jim Stovall, a former financial advisor himself, was pleasantly surprised to learn that The Ultimate Gift's early success was due in large part to the incredible volume of books being purchased by advisors wanting to share the story with their clients. When it was time to "green-light" the film project, Stovall and his partners reached out to the Advisor community for their support and leadership and asked if they would help make the project a reality.

Today, there are 100 Ultimate Gift Ambassadors in the US and Canada who were instrumental in bringing The Ultimate Gift to the big screen and leading the effort in helping their clients discover their own gifts to give.


 
 

Thanks to the passion and inspiration of many values-driven individuals and organizations, The Ultimate Gift message has already impacted millions of lives. We wish to salute these pioneers for their work in helping to ensure that this story is told to as many audiences as possible. Click here to see the constantly growing list of these groups who are truly making a difference in their communities.


Check out the exciting new sequel book from author Jim Stovall, entitled The Ultimate Life. Learn what happens next in the story of Jason Stevens . . .
Please contact Jim Stovall at: jim@jimstovall.com or call 918-627-1000

Please contact info@theultimategift.com.

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