More Than Money

The only coaching program to differentiate your business, attract multiple generations of successful families and deliver an elite client experience.

More Than Money

The only coaching program to differentiate your business, attract multiple generations of successful families and deliver an elite client experience.

What matters most to your clients?

Many families seek to perpetuate core values, family legacy and stewardship.

Yet, most advisors ignore this “More Than Money℠” opportunity.

The great wealth transfer
opportunity awaits you.

Decades of experience, research and data clearly demonstrate that many 5M+ families seek to define, protect, communicate and perpetuate core values, family unity, traditions, philanthropy, valuable life experiences and develop shared stewardship.

Yet, many professional advisors ignore the “More Than Money℠” legacy of their clients and miss an enormous opportunity. Why? Most advisors lack a scalable, repeatable process that provides the More Than Money℠ experience successful families seek.

The Aspida360 Coaching Programs have integrated decades of experience in how to maximize the benefit from this far too often missed opportunity.

Our proven coaching programs are built upon the successful, multi-decade, “More Than Money℠” personal practices of our two founders. We made all the mistakes, evolved over the years and decades while documenting every successful step for elite professional advisors.

Families believe their net worth is More Than Money℠, yet often fail to successfully leave it as an inheritance.


of families rate legacy development as a top financial need. – Mindscape Study


say it is important to leave values and life lessons as inheritance. – Morningstar



of all wealth transfers fail in one generation, and


of all multi-generational wealth transfers fail by the time the assets reach the grandchildren.
For Love and Money, Roy Williams

Our Mission

The Aspida360 mission is to recruit and support an army of like-minded professional advisors to improve our world one family at a time.

We envision a world where more families engage in meaningful communication, develop a shared purpose and improve their own wealth transfer success rate.

MTM360 Benefits for Advisors

Master “The MTM℠ Conversation” and instantly increase credibility

Position yourself as a respected thought leader immediately

Attract ideal clients and valuable centers of influence (COI’s) to you

Differentiate yourself from the big, noisy crowd and get noticed

Gain more exposure and press coverage to maximize visibility

Build unbreakable multi-generational relationships and a more stable business

Increase the quality and frequency of warm referrals to more ideal clients

Gain access to a comprehensive digital platform that provides you with an instant competitive advantage


Enthusiastic Clients


Public Speeches


Client Retention Rate


Books/Articles Published

Research clearly shows that families seek advisors to teach heirs about family legacy, philanthropy and that financial wealth is a social responsibility.

– Mindscape Study

Experienced, proven coaching techniques, comprehensive marketing
system and an elite client experience included

What Families Say About Us

This all makes sense, but…

“I’m already way too busy”

With MTMEdge℠ , you will differentiate your business and identify qualified opportunities in 60 days or less.

“Have your coaching programs stood the test of time?”

Our founders have engaged multiple generations of successful families for decades and facilitated hundreds of purposeful family meetings.

“I don’t have any 5M+ clients, is this really right for me?”

Our proven process will attract successful families and valuable centers of influence to you.

Our Three Step Coaching Process

Step 1

MTMEdge℠ Coaching

$495 One time fee
Enjoy results fast

Quick start proven coaching course enabling you to engage clients within weeks.

Step 2

MTM360℠ Coaching Program

$6000* One time fee

Customized experienced coaching on marketing, technical and best practices (includes private labeled marketing materials).

Step 3

MTMNavigator℠ Program

$195** monthly

Unlimited advisor and client access to our proprietary MTM360 technology platform.

* A preferred advisor discount is available for our strategic partners, participating broker dealers and RIAs
** Additional family usage fee as clients engage. Cancel anytime. No long-term contract.