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 (15M+) 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, $795* fee
Comprehensive training in two 45-minute Zoom meetings
$145*/Month

 

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

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