Our Three Step Process

Step 1

MTMEdgeCoaching

$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 ** through MTMAlign or learn to work directly with families through the MTMCore coaching program.

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.


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 two 45-minute 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:

  • Learn the What, Why and How of More Than Money: Learn why families need a family meeting process, the foundational principles of the MTM Conversation with our proven MTM Talking Points, data, research, common questions PDFs.
  • The Advisor and Client Experience: Learn about our pre-approach education-based marketing library, the Wealth Transfer Preparedness Assessment, experience the steps of how we engage and educate prospective families. 
  • Ongoing Support and Resources: After sessions one and two, MTMAlign advisors will meet with their MTMNavigator for 15-30 minutes per month for the first three months to ensure successful integration with your practice.   After three months, monthly consultations are available as needed. 

Experienced coaching, elegant marketing materials and a digital client deliverable included for a one-time investment of $795*

* A preferred advisor discount is available for our strategic partners, participating broker dealers and RIAs

“Finally we have a deliverable that is efficient, effective, and process oriented.”

“Our firm has been an early adopter of the “More than Money℠” style of family conversation, but it wasn’t until we incorporated MTM360℠ digital technology platform into our process of preparing heirs that we felt we had a foundation for a successful, enduring, scalable solution for both ourselves as thought leaders, and for our client families. Finally we have a deliverable that is efficient, effective, and process oriented in dealing with families who desire to lean into a ‘legacy’ mindset within their family.”

Phil Barnhill, Founder—Story Family Institute

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