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An advisor's digital system to offer multi-generational "More Than Money" wealth planning

"More Than Money" wealth includes core values, family legacy, gratitude and life experiences.

14 Day Free Trial

The A+LIFE Family Pentagon provides clients with the roadmap to perpetuate one's "More than Money" Wealth

A+LIFE will increase communication, mitigate wealth-transfer risk and improve family unity for clients

A+LIFE Benefits for Professional Advisors

Benefits We Offer Professional Advisors

  • Grow your core business
  • Create differentiation from competitors
  • Build valuable multi-generational relationships
  • Expand your number of referral sources
  • Leverage warm, existing relationships to grow your business
  • Increase residual revenues
  • Compliance-friendly (if applicable)
Learn More About Training, Guidance & Support

Grow Your business

Deppen Client Relationships

Exapand Referral Sources

Compliance-Friendly

Click Here to View the ArticleFeatured in Legacy Arts Magazine

Combating the Negative

IMPACT OF WEALTH

How One Man Tackles the Problem of Unsuccessful Wealth Transfer

by Laura A. Roser

A+LIFE: A Comprehensive System

On-Demand Training

Marketing Tools

Mobile Optimized

www.MTMVault.com

The web address of our technology system is a nod to our motto, More Than Money. The MTM Vault serves as your singular portal to access and manage all facets of the A+LIFE Family Pentagon:

  • On-demand training
  • Turn-key guidance
  • Customized marketing tools
  • Communicate with clients and their heirs
  • Access your A+LIFE Support Team
  • Mobile optimized
  • Convenient, available 24/7/365

 

Learn More About More Than Money Vault

A+Life Family Pentagon

Easy to Use Dashboard

Client Tactics completed in 15 minutes or less

Twenty-Five Client Deliverables

Comprehensive Assessment

The A+LIFE Family Pentagon

Our simple, elegant and effective digital platform provides step-by step guidance for "how to" define, protect and perpetuate a family's core values, family traditions, valuable life experiences, philanthropy and legacy while mitigating the 91% wealth transfer failure rate. Our digital system includes:

  • Comprehensive Assessment
  • Proprietary, guided tools for clients
  • One dashboard for easy implementation
  • Twenty-Five client deliverables
  • Track ongoing progress
  • Client tactics completed in 15 minutes or less
  • Seamless communication with family members and advisors
Learn More About The A+LIFE FAMILY PENTAGON
Click Here to View the ArticleFeatured in The Register Magazine

More Than Money

Wealth Management

Beyond the Horizon: If You Could Only See What I See

by Roey Diefendorf

A+LIFE Benefits for Your Clients

Benefits We Offer HNW Families

  • Realize a deeper awareness of family legacy and how to perpetuate it
  • Mitigate the high risk of estate plan 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 More About Curating HNW Families

Realize Family Legacy

Prepare Beneficiaries

Increase Communication

Protect and Perpetuate Values, Not Just Valuables

Our history of results, testimonials and media coverage demonstrate the success of our proven system

Testimonials

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“More than money” assets include family legacy, core values, philanthropy and life experiences

Are you prepared to maximize your clients' “more than money” wealth?

CAN’T WAIT? GROW YOUR BUSINESS NOW

Testimonials prove we help Professional Advisors

Scale, Differentiate businesses while Building Multi-Gen Relationships

Our Testimonials

  1. The MTM360 Team does a great job with private-labeled marketing materials, training and ongoing support. 

    MTM360 lets you grow your business as much as you want. It differentiates you from competitors with a truly unique offering to attract mass affluent to UHNW families. I’ve signed up and couldn’t be more pleased. The MTM360 Team does a great job with private-labeled marketing materials, training and ongoing support.

    Max Bolka- Financial Services Industry Speaker, Author & Mentor


  2. MTM360 is the answer I have been searching years for

    MTM360 is the answer I have been searching years for. HNW families are concerned about wealth transfer and most believe their net worth is “More Than Money™”. MTM360 addresses both from the palm of your hand.

    Steve Alms- Family Officer Advisor


  3. Finally we have a deliverable that is efficient, effective, and process oriented

    Our firm has been an early adopter of the “More than Money™” style of family conversation. But it wasn’t until we incorporated MTM360 digital technology platform into our process of preparing heirs that we felt we had a foundation for a successful, enduring, scalable solution for both ourselves as thought leaders, and for our client families. Finally we have a deliverable that is efficient, effective, and process oriented in dealing with families who desire to lean into a “legacy” mindset within their family.

    Phil Barnhill, Founder – Story Family Institute


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