The generational transfer of wealth currently underway here in the US and around the world is measured in many trillions of dollars. Traditional businesses currently providing financial, legal and insurance services to the families passing down this wealth face a major hurdle. How do you preserve the relationship into the future with the next generation? Younger audiences rely on different influencers and factors in picking who to trust with their new wealth than in generations past. Without a new way to engage, traditionally run companies face a reshuffling of the leadership deck within the financial industry and certainly lost profit.
Mobile engagement to manage a financial relationship is no longer a nice to have but a must have. Companies have invested significantly to create mobile applications that duplicate and simplify the engagement process. But a "mini me" version of a business is just the start. How do you truly engage and empower beyond the core business offering?
We have developed a "problem solving" app that everyone can use. It is simple to operate. It is secure. And it engages users across every generation. We are actively meeting with financial and legal businesses and associations to find the right partners. Licensing, acquisition and royalty models are available. The app, Manage My Things, is already being used by thousands, is available on Google Play or The App Store. Log onto www.ManageMyThings.com
My Things, LLC is open to meeting with innovative leaders in Insurance, Wealth Management and Estate Planning. Our intent is to partner with select companies or organization within the US, UK, EU and Asia in 2021 and 2022. If you'd like to schedule a demo presentation whether in person or via Zoom, please click the link below to discuss.