Our founders have engaged numerous families over the decades and have now detailed every successful step in The MTMCore℠ Program for qualified advisors. The MTMCore℠ program is customized by you and for you, exclusively. Only engage in the coaching modules that are of most interest to you, and have them provided on a time schedule most convenient for you.

Advisor Benefits:

  • Mastering “The MTM℠ Conversation” and instantly increasing credibility
  • Positioning yourself as a respected thought leader immediately
  • How to attract ideal clients and valuable centers of influence (COI’s) to you
  • Differentiating yourself from the big, noisy crowd and getting noticed
  • Step by step guidance for building unbreakable multi-generational relationships and a more stable business
  • Step by step guidance for increasing 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

Experienced, proven coaching technique, customized to your interests and provided on your time schedule

“MTM360℠ is the answer I have been searching years for.”

HNW families are concerned about wealth transfer and most believe their net worth is “More Than Money℠”. MTM360℠
addresses both from the palm of your hand.”

Steve Alms—Family Officer Advisor



  • Private-labeled book, “The Endangered Family,” with you as a co-author to give prospects, clients, etc.
  • Prospecting, marketing and presentation materials
  • Private-labeled brochures with your photo, logo, and contact information
  • Best practices from experienced advisors
  • How to most efficiently onboard new clients and start off on the right foot
  • Organizing, hosting and facilitating a successful family meeting
  • Detailed, expert coaching on all five MTM360℠ projects addressing core values, family legacy, education, philanthropy and governance
To continue with MTM360℠ advisors must successfully complete the MTMEdge℠ coaching program.

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

“The MTM360℠ Team does a great job with private-labeled marketing materials, training and ongoing support.”

“MTM360℠ lets you grow your business as much as you want. It differentiates you from competitors with a truly unique offering to attract mass affluent to UHNW families. I’ve signed up and couldn’t be more pleased. The MTM360℠ Team does a great job with private-labeled marketing materials, training and ongoing support.”

Max Bolka- Financial Services Industry Speaker, Author & Mentor

Our Three Step Process

Step 1


$795* One time fee

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

Step 2

Decision time!

No charge 🙂

Once MTMEdge is completed, advisors decide if they would prefer to partner with a trained facilitator ** or learn to work directly with families through an MTM Navigator.

Step 3

Time to take action!


$145* monthly


$6000* one time fee
$195*** monthly
* A preferred advisor discount is available for our strategic partners, participating broker dealers and RIAs
** Our professional advisors are not licensed to offer legal, wealth management, or any financial products eliminating any potential conflicts of interest.
*** Additional family usage fee as clients engage. Cancel anytime. No long-term contract.

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

– Mindscape Study

MTMEdge must be completed prior to acceptance into MTM(Core)(Align).
Edge and Core need to be completed for Navigator.