In this episode, Sten Morgan sits down with Blake Brewer, the founder of Legacy Letter, who’s on a mission to help one million people write a meaningful, lasting letter to the people they love most. Blake shares the moment that shaped his entire life: at 19, while snorkeling with his dad in Hawaii, his father drowned in treacherous waters. Hours later, Blake’s mom handed him a letter his dad had written for him—words that brought comfort, clarity, peace, and direction when he needed it most.

That legacy letter didn’t just help Blake grieve—it helped him grow. Years later, as a father himself, Blake realized writing a letter to his own kids was both harder and more transformative than he expected. That experience became the spark for a structured process—workshops, templates, prompts, and an online program—that has now helped 20,000+ people write their own legacy letters.

Sten and Blake also unpack why this matters deeply for financial advisors: many clients are building wealth, but struggle to pass down values, voice, and relationship. The legacy letter becomes a powerful tool—not only for families, but for advisors who want to deepen trust, create more meaningful client conversations, and build multi-generational relationships. It’s simple, but it’s not easy—and it might be one of the most impactful “gifts” an advisor can introduce to a client’s life.

1. A legacy letter can change someone’s life. Blake’s father’s letter became a source of comfort, clarity, and stability after sudden loss.
2. Simple doesn’t mean easy. Most people want to write a letter—but perfectionism, emotion, and “where do I start?” keep them stuck.
3. Your words become their inner voice. What parents say becomes what children repeat to themselves—confidence or criticism often starts at home.
4. Writing the letter changes the writer. The process clarifies values, strengthens identity, and gives you something to “go live out.”
5. Legacy isn’t just money—it’s relationship, meaning, and values. Advisors can help clients pass down more than wealth.
6. It can restore relationships. A well-written letter can soften conflict, reopen connection, and rebuild family rhythms.
7. For advisors, this creates deeper trust. Clients often become more bonded to the advisor who helps them do something this meaningful.
8. It gives advisors better conversations than performance alone. In down markets, legacy conversations can matter more than numbers.
9. It can become part of a repeatable practice. Not a “one-off idea,” but a woven-in component alongside estate planning and family planning.
10. There’s a scalable pathway. Blake offers workshops, a $97 online program, and an advisor “Legacy Letter Advocate” model to roll it out to clients.

https://gobeelite.com/

In this conversation, Ritik Malhotra shares his entrepreneurial journey, discussing his early passion for technology, the challenges of starting and scaling companies, and the importance of product-market fit. He emphasizes the need for small, resilient teams during the ideation phase and the significance of clear communication and leadership styles. Malhotra also provides insights for financial advisors, highlighting the importance of understanding their unique value propositions and the role of technology in supporting their businesses. He concludes by discussing Savvy Wealth's mission to empower advisors and the importance of focusing on the purpose behind their work.

Takeaways

Ritik's journey began with a love for computers at a young age.

The ideation phase is akin to a science lab experiment.

Small teams are crucial during the product-market fit phase.

Clarity in communication helps alleviate team anxiety.

Written communication fosters understanding and alignment.

Successful leadership requires balancing inspiration and example.

Overcoming mental resistance is key to entrepreneurial success.

Financial advisors must find their unique value propositions.

Savvy Wealth aims to empower advisors by reducing friction.

The purpose of work goes beyond daily activities.

https://gobeelite.com/

In this conversation, Sten Morgan and Wendell Moon explore the dynamics of teamwork, leadership, and personal growth within a professional setting. They discuss the importance of open communication, trust, and vulnerability in fostering a supportive work environment. The dialogue delves into the challenges of navigating personal and team friction, the significance of setting clear expectations, and the value of collaboration in achieving shared goals. Through their experiences, they highlight the need for leaders to balance their styles with the diverse needs of their teams while embracing discomfort as a catalyst for growth.

Takeaways

It's refreshing to work with someone confident in who they are.

Trust is essential in navigating team dynamics.

Open communication can prevent misunderstandings.

Leaders must create an environment where everyone feels connected.

Discomfort can lead to growth and innovation.

Setting clear expectations is crucial for accountability.

Collaboration fosters deeper connections among team members.

Learning from unhealthy work relationships is valuable.

Leaders should balance their styles with team needs.

Personal growth is intertwined with team success.

https://gobeelite.com/