Research and experience clearly demonstrate that multiple generations of successful families benefit from engaging in properly structured family meetings. Aspida360® is proud to offer an exclusive opportunity to partner with a trained MTM360℠ Navigator through MTMAlign.
Deepen valuable relationships with multiple generations of HNW (25M+) families, provide unquantifiable value and increase qualified referrals.
More specifically, MTMAlign℠ will:
- Provide an MTM360℠ Dashboard available 24/7/365 and on any mobile device.
- Allow you to view all the completed exercises for every family referred.
- Incorporate you into the MTM360℠ process at any time of your choosing.
- Expand the paradigm of your client relationships with every generation of HNW clients.
- Create a natural and synergistic partnership – our professional advisors are not licensed to offer tax, legal, wealth management, or any financial products eliminating any potential conflicts of interest.
One-time, $1,195* fee