Keep the family.Keep the assets.
A white-labeled financial education platform for your clients and their children. Engage the next generation so they know your firm long before the wealth transfers.
Educational only, never financial advice.
of children fire their parent's advisor after receiving an inheritance
Cerulli Associates
more likely to invest: young adults with high financial literacy versus their less-literate peers
Advances in Consumer Research
pieces of curated curriculum: quick lessons, in-depth modules, and daily money news
How much of your book is scheduled to walk?
Run your own numbers and see what generational attrition means for your practice. Nothing is stored, nothing is sent.
Your book
Met, as in they would take your call. Not met at a funeral.
The math on your book
Even if the industry stat is half wrong, that is still $140,000 per year.
You have a next-gen relationship in 3 of your 14 at-risk households. The other 11 have no reason to stay.
Book a 20-minute walkthroughEstimates for illustration only, not financial advice. Assumes your top-20 household mix mirrors your wider book. The 80% heir attrition figure is from Cerulli Associates; the calculation above also shows the half-stat case.
Three steps to next-generation relationships
Make it yours
Your logo, your colors, your firm's name on every screen. Publish your own firm content, newsletters, announcements, and courses alongside our curriculum, and we build your first custom module with you during onboarding.
Your clients see your firm. We stay invisible.
Invite the whole family
Invite your clients, their children, spouses, and inheriting family members straight from your dashboard. Short self-paced lessons and next-level finance lessons on the mobile app, in-depth modules with multiple learning styles on the web, and a general financial literacy course for clients of any age.
We send your first invitations together on a live onboarding call, so your program is running before the call ends.
Watch the relationships build
Your portal shows which families are engaging: lessons completed, milestones reached, members going quiet who need a nudge.
Every engaged family member is a conversation starter, and every conversation builds trust with the generation that will inherit your clients' wealth. When they need advice, you're their expert.
Which describes you?
Two reasons advisors bring on MMV.
You have a younger advisor on your team
MMV gives junior advisors meaningful client-facing work from day one. Instead of pulling senior advisors away from revenue-generating work, MMV becomes their training system and their first client contribution. Turnkey onboarding for new hires, no curriculum to build.
Your clients have adult children
Those young adults are future clients, and right now they're getting their financial education from TikTok. MMV lets you serve them before they're officially yours, keeping assets in the family and building loyalty that lasts decades. Anchor the next generation before someone else does.
A learning path under your firm's name
Members sign in to a branded portal with sequenced modules, progress tracking, certificates, and a coach they can message.
- Per-module progress your clients can celebrate
- Grades, certificates, and announcements built in
- Chat with a coach and an AI course assistant
Real money skills, taught in order
Course modules across four tracks, sequenced from first paycheck to first portfolio.
Budgeting & Money Management
Core money skills everyone needs
Credit, Debt & Mortgages
Better rates, jobs, and housing
Investing & Risk Tolerance
From first account to first portfolio
Insurance, HSAs & Big Decisions
Protecting what you've built
I'm getting Duolingo for investing vibes. Very impressive.
Your app helped me open a high yield savings account.
I wish I had this when I was younger. I never learned stuff like this in school either.
App is nice. Very easy to use and satisfying.
Trusted at the family table
... an amazing product that is desperately needed in the world.
Clients' young adults are loving this program.
Be the advisor the next generation keeps.
See how firms use My Money Vision to educate client families and protect assets across generations.