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*