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  • ATTRACT AND RETAIN MORE IDEAL CLIENTS

  • ECLIPSE YOUR COMPETITION

  • ALWAYS WIN EVERY MEETING

In 60 days or less, you will learn how to differentiate your business, build unbreakable multi-generational relationships and be respected as a Thought Leader

Our "More Than Money (MTM)" Conversation will create new opportunities, elevate your business and...

...spark a discussion about how to perpetuate what matters most to many.

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MTM360 Benefits for advisors

Become a respected "Thought Leader", plus:

  • Create a more profitable, stable business
  • Increase the quality and frequency of warm referrals
  • Enjoy your role as the primary, multi-generational advisor
  • Expand your appeal and attract ideal clients to you
  • Help prospects and clients perpetuate "What Matters Most"
  • Compliance-friendly (if applicable)
Get started with the "Always Win" Program Now

"Always Win" every single meeting

Build Unbreakable Multi-Generational Relationships

Differentiate from your competitors

Attract/Retain more "Ideal" clients

Join Our "More Than Money" Newsletter Community

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What is "More Than Money (MTM)"?

Most families and professional advisors spend the majority of their time attending to financial wealth. Wealth management, financial, legal and tax planning dominate much of our time. However, most families value their "More Than Money" legacy. Family unity, core values, philanthropy and impactful life experiences are valuable to 77% of baby boomers (Morning Star Study). "More Than Money" legacy planning provides a clear structure to manage these valuable assets and MTM360 puts this process in the palm of your hand.

Transfer values, not just valuables.

MTM360 Benefits for Families

Your clients will enjoy the following benefits:
  • Realize a deeper awareness of family legacy & how to perpetuate it
  • Mitigate the high risk of wealth transfer failure
  • Protect and perpetuate family unity
  • Achieve added clarity to philanthropic goals
  • Purposefully prepare beneficiaries to handle an inheritance
  • Increase meaningful communication with beneficiaries
  • Add formal family governance structures
  • Define, protect, and communicate valuable non-financial assets
Learn How To "Always Win" Now

Strengthen Family Unity

Perpetuate Family Legacy

Transfer values, not just valuables

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Learn How To "Always Win" Now