MTMNavigator ℠

MTMNavigator  empowers advisors to offer clients a digital system to define, protect, perpetuate and communicate core values, family legacy, traditions, philanthropy and impactful life experiences while strengthening family unity.

Expand your value to prospects and clients by offering a time-efficient, guided, digital system to prepare families for multigenerational success. You will now be able to differentiate your business, attract multiple generations of successful families and deliver an elite client experience.

What was once a missed opportunity, is now a massive opportunity for only $195 a month

Additional family usage fee as clients engage. Cancel anytime. No long-term contract.

MTMNavigator ℠ provides advisors with the following benefits:

  • Scale your core business
  • Eliminate competition
  • Joint work available with our Founders
  • Build and deepen relationships with all generations of the family
  • Market to existing, warm relationships
  • Increase residual revenues
  • Expand the paradigm of your client relationships
  • Extend the duration of your fee-based engagements
  • Differentiate your business from competitors
  • Attract and retain additional 5M+ families

Bringing it all together℠

Many families believe their net worth is More Than Money℠ and seek to transfer these intangible assets as an inheritance, but fail to do so at a high rate. Advisors are missing an enormous opportunity by not being able to offer a More Than Money℠ experience to successful families, but you can change that.

We have done it for decades and can show you how in a simple, elegant and effective coaching process.

Take the first step to differentiate your business, attract multiple generations of successful families and deliver an elite client experience

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.