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
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.
...will spark a discussion about the importance of family untity, traditions, legacy, philanthropy, governance and impactful life experiences with prospects, clients and centers of influence.
Become a Respected "Thought Leader", plus: