Step One: MTMEdge℠
No one would consider purchasing a luxury vehicle without taking it for a test drive. This is precisely the purpose of MTMEdge℠ – to determine if More Than Money® advising is right for your practice. In four coaching sessions, our advisors gain a marketing advantage with the MTMEdge℠ Coaching Program. Aspida360® will set you up for success by elevating your credibility, differentiating your business, increasing qualified referrals and engaging more ideal prospects, clients and valuable centers of influence (COIs).
More specifically, each coaching session includes:
- The MTM Conversation: Learn the foundational principles with our proven MTM Talking Points, data, research, common questions and email approach PDFs.
- The Marketing Materials: Receive elegant one-page marketing materials detailing the benefits of MTM360℠ for families and COIs. You will receive one PDF specifically written for HNW prospects/clients and a separate one for valuable COIs.
- The Assessment Dashboard: Engage your prospects, clients and COIs with The Wealth Transfer Preparedness Assessment, a proprietary technology of Aspida360®. Email our 40-question assessment to prospects, clients and COIs and review results specific to their families.
- Client Testimonials and Case Studies: Advisors receive a Client Testimonials PDF with nine quotes from multiple generations of active MTM360℠ clients, actual case studies to engage COIs and guidance on how to make MTM360℠ a profit source.
Experienced coaching, elegant marketing materials and a digital client deliverable included for a one-time investment of $495