MTMCore℠
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
MTMCore℠
- 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
MTMEdge℠ Coaching
$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!
MTMAlign℠
$145* monthly
MTMNavigator℠
$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