Solution introduction

More Than Money

The only coaching program to differentiate your business, attract multiple generations of successful families and deliver an elite client experience

What matters most to your clients?

Many families seek to perpetuate core values, family legacy and stewardship. Yet, most advisors ignore this “More Than Money℠” opportunity.

The great wealth transfer opportunity awaits you
Decades of experience, research and data clearly demonstrate that many 5M+ families seek to define, protect, communicate and perpetuate core values, family unity, traditions, philanthropy, valuable life experiences and develop shared stewardship.

Yet, many professional advisors ignore the “More Than Money℠” legacy of their clients and miss an enormous opportunity. Why? Most advisors lack a scalable, repeatable process that provides the More Than Money℠ experience successful families seek.

The Aspida360 Coaching Programs have integrated decades of experience in how to maximize the benefit from this far too often missed opportunity.

Our proven coaching programs are built upon the successful, multi-decade, “More Than Money℠” personal practices of our two founders. We made all the mistakes, evolved over the years and decades while documenting every successful step for elite professional advisors.

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