be the answer - d1li5256ypm7oi.cloudfront.net · be the answer that catapults your prospects over...
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be the answer.Presented by Aspida360
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Everything You Need to Win HNW Loyalty. Right from the Palm of Your Hand.
Aspida360 defines you as the answer. To differentiate your practice, you need to
be the answer that catapults your prospects over their real and perceived hurdles.
The A+LIFE Family Pentagon creates opportunity and increases your value while
positioning you as the HNW prospect's primary advisor.
A+LIFE provides the answer—by making you the answer more HNW prospects seek.
That's what A+ LIFE is all about.
“Only 25% of advisors are perceived by their affluent
clients to be providing a very comprehensive planning approach to managing their finances.”
—The Oechsli Institute, Affluent Investor Study
61% of families rate legacy development as a top financial need.
—Mindscape Study
77% of families say it is important to leave values and life lessons as inheritance.
—Morningstar
91% of all wealth transfers fail by the time the assets
reach the wealth creators’ grandchildren.—For Love and Money, Roy Williams
The A+LIFE Family Pentagon is a SaaS Technology that Makes You Stand Out in the Crowd of Professionals Who Advise the HNW Client. How? By becoming the answer that addresses their call for
complete solutions to their most pressing needs and concerns. “A+LIFE is the answer I have been searching years for. HNW families are concerned about wealth transfer failure and most believe their net worth is more than money. A+LIFE addresses both from the palm of your hand.” —Steve A.
Our team: The nexus of the Aspida360
team includes a top 1% financial advisor
and an experienced group of branding,
messaging, research, writing, IT and
marketing experts.
Introducing The A+LIFE Family Pentagon.Grow your business, provide a needed platform to your current
clients and attract more HNW prospects with tools that engage
them actively—and effortlessly—throughout the cycle.
Your advisor‑guided platform is supported by a robust
online technology. Define, capture, and perpetuate wealth,
including family traditions, impactful life experiences, core
values, family legacy, philanthropy and more!
Help your clients live the A+ LIFE:
Asset Protection
Legacy Development
Integration
Family Protection
Experiences of Value
An elegant solution that makes you the answer.
The A+LIFE Family Pentagon Will Provide You with the Following Benefits—Starting Now:
Scale your core business
Create differentiation from competitors
Build valuable multi‑generational relationships
Grow your number of referral sources
Leverage a competitive prospecting advantage
Increase residual revenues
Compliance‑friendly (if applicable)
“A+LIFE was a game changer for me. Effective marketing tools. Responsive support. It has allowed me to position my business for growth as it is a wonderful prospecting tool. I recommend it to anyone who wants to increase their number of top‑level clients while increasing residual cash flow.” —Stacey F.
The A+LIFE AssessmentOur proprietary tool helps your clients analyze
their current circumstances and provides an
annual benchmark for improvement.
Simple question and answer format is
easy to use.
Assessment results provide multiple visual and
numeric outputs that clearly identify your
client's current circumstances.
Dynamic scoring bar helps track ongoing
progress.
Assessment results are always in The MTM
Vault for easy access.
The name of The MTM Vault is a nod to our
motto, More Than Money.SM 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
The MTM Vault
Efficiently Expand Your Business with No Disruption.
Layers on top of your existing business model.
No changes.
Training completed in two hours or less.
Train your way: on‑demand, live webinar, or both.
Log in credentials issued within minutes of sign up.
The A+LIFE solution is simple, elegant—and can provide
explosive growth for businesses, advisors and families alike.
Three Levels of Membership are Available for Clients.
Basic
12 A+LIFE tactics
4 connected family members
Unlimited connected advisor
accounts
Advisor guided membership
Suggested fee: $10,000 annually
Advanced
17 A+LIFE tactics
4 connected family members
Unlimited connected advisor
accounts
Advisor guided membership
Licensee sets client fee
Elite
22 A+LIFE tactics
4 connected family members
Unlimited connected advisor
accounts
Advisor guided membership
Licensee sets client fee
A+LIFE clients can access The MTM Vault via:
Text
Mobile phone
Tablets and computers
A+LIFE can be conversational, with text to speech
and talk to text functionality.
Convenient for clients
A+LIFE will Provide the Following Value for Families Mitigate the high risk of estate plan failure.
Strengthen family governance.
Improve existing professional plans.
Expand asset protection.
Achieve added clarity to philanthropic goals.
Improve formal family meetings with more structure and meaningful content.
Incentivize specific and purposeful behaviors from benefactors.
Reduce resentment when loaning or granting money to family members.
Purposefully prepare benefactors to handle an inheritance and encourage
responsible entrepreneurship.
Increase meaningful communication with benefactors and trusted advisors.
Easily align all existing advisors.
Realize a deeper awareness of family legacy and how to perpetuate it.
Licensing fee is $495 per month and includes the following:
Comprehensive training in two hours or less
Customized marketing and prospecting tools
Step by step guidance available 24/7/365
Complete access to all three levels of A+LIFE:
Basic, Advanced, and Elite
Sign up as many families as you like, same monthly fee
Ongoing technology upgrades and support from your
A+LIFE Support Team
Licensing Fees and ROI's
Adding only one Basic family
per year earns the following
annual return on investment in
the first two years:
Year 1: 40.6% Year 2: 70.3%
©2017 Aspida360, Inc.
Get Started Now.Licensing opportunities are limited. Stop investing time and
money in programs that take several months, if not longer,
to provide positive results. Get started now!
Learn more at our website for professional advisors.
info@aspida360.com www.aspida360.com
1340 Smith Avenue Suite 200 Baltimore, MD 21209
“A+LIFE has provided just what I had hoped. It has expanded our offerings in an easy to implement technology. It's a positive conversation with families and is well received. It opens opportunities. No doubt about it.”
—Alan A.
Aspida360's mission is to create and support
an army of like‑minded Professional Advisors
to improve our world one family at a time.
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