The Model FA
David DeCelle
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Building Legacies Beyond Finances with Blake Brewer
• 40 minBlake Brewer is the founder of the Legacy Letter Challenge, which helps parents create a lasting legacy beyond finances for their children and partners with financial advisors to help them become trusted partners in their clients’ lives. Blake has created a 10-step online program in the Legacy Letter Challenge to help parents create well-written, meaningful, and lasting letters that their children will cherish. Before founding the Legacy Letter Challenge, he worked for over 12 years as a campus director for the non-profit, Student Mobilization. Blake holds a Bachelor’s degree in Accounting from the University of Arkansas. Blake joins us today to share how his father inspired him to help parents create legacies for their children. He discusses the power of words and writing letters and explains how he helps financial advisors become trusted partners in their clients’ lives. He also highlights the importance of writing Legacy Letters and describes how it’s impacting parents and their children. “We want to help our clients to have more than financial legacies. We want to help them pass down their virtues and invest in their children.” - Blake Brewer This week on The Model FA Podcast: Blake’s story and why he’s passionate about helping parents create legacies for their children The impact of having really good life insurance The value of having a trusted financial advisor in your life How the Legacy Letter Challenge has helped financial advisors How the Legacy Letter Challenge program works for families and their financial advisors The best time to give a Legacy Letter to children Resources Mentioned: Book: Take Back Your Family: From the Tyrants of Burnout, Busyness, Individualism, and the Nuclear Ideal by Jefferson Bethke Our Favorite Quotes: “Sometimes, I’m not the best with spoken words. I always buy a blank card and write, because it’s difficult to articulate at the moment—and you can articulate your message differently or better in writing.” - Davi DeCelle “The Legacy Letter’s impact on families is priceless and invaluable.” - David DeCelle “Your children will have decisions they’ll get through. You’ll want your words to influence them and have that deeper relationship—your words can provide the confidence they need to do well.” - Blake Brewer Connect with Blake Brewer: Legacy Letter Challenge Legacy Letter Challenge for Model FAs Legacy Letter Challenge on LinkedIn Legacy Letter Challenge on Instagram Legacy Letter Challenge on Facebook Blake Brewer on LinkedIn Blake Brewer on Instagram About the Model FA Podcast The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams. Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered. Our Team: President of Model FA, David DeCelle If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.
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