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
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
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