MTMAlign

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
$195*/Month

 

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