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Become Your Client's Holistic Advisor

Supercharge your client-advisor relationship by offering holistic financial planning to your clients while protecting all their assets—financial, crypto, insurance, estate, and personal—from loss, cyber threats or even unexpected life events.

 

 

 

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Why Holistic Advising

Advisors who take a holistic approach can really get to know their clients and help them reach their long-term goals. This method looks at every part of a client's finances, like income, expenses, investments, insurance, taxes, and estate planning. By focusing on the big picture instead of just specific products, advisors can offer more value and build stronger relationships. In today's complex financial world, holistic financial planning is a key ingredient for financial security and success.

 

 

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Gerald cotton

$190,000,000 Loss

 

Gerald Cotton, CEO of Quadriga Fintech passed away unexpectedly when he was only 30 years old, and he took the crypto currency access codes for the $190 Million Dollars of investor’s money with him. Investor’s trusted Quadriga to invest their money in Crypto Currency, but they didn’t investigate how those investments were being protected. Gerald Cotton didn’t trust others, so he kept all of the crypto wallet access codes to himself. When he died, access to all of the crypto investments became locked and inaccessible forever. Investors in Quadriga didn’t just lose some of their investment. They lost all of it. Instantly!

$450,000,000 Loss

 

Stefan Thomas agreed to be paid for a job in Bitcoin. Bitcoin was worth about $1 each then and he was paid 7002 bitcoins. He put them in a wallet called “IronKey” and wrote the password on a piece of paper. Unfortunately, he later lost the paper! Over the years, he forgot the password, and IronKey allows you to mistype the password 10 times before it locks the wallet forever. At this time, those 7002 bitcoins are worth just shy of $450 Million Dollars, but since he can’t remember the password, it is all lost. It’s just gone!

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Become A Holistic Advisor in 3 Easy Steps

one

Join Our Referral Network

Leverage the Power of Referrals

Advisor referrals and introductions can improve holistic advising by creating a stronger support network for clients. You can use your connections to offer various specialties or join the IronClad Family Advisor referral network to connect with advisors in different disciplines & specialties and in different states per regulations.

 

 

two

Start the Right Conversation 

By Asking the Right Questions

A holistic advisor can ask targeted questions about financial plans, such as "What are your long-term financial goals?" For insurance, they might ask, "Do you have adequate coverage for potential risks?" In estate planning, a question could be, "Have you updated your will to reflect your current wishes?" These questions help identify important gaps in a client's plan.

 

three

Get The Right Enablement Tools

Add Holistic Advising Technologies 

Using holistic advising technology can greatly improve advisors' ability to serve clients by covering all aspects of their lives. For instance, the iVaultx Advisor platform from IronClad Family helps advisors present a comprehensive plan to address all clients' needs and ensures their information is protected and accessible to family members.

 

YOUR CUSTOMERS ARE LOOKING FOR ANSWERS

Ipad financial accounts

“My father passed away in 2005, and he thought he had everything laid out where we would find it.

It took me 5 years to close probate. Because there were life insurance policies, deeds to houses where the company had been bought, and it was merged with another.
How could I possibly unravel all of this?
 
And I thought... it would have been so nice if all this would have been in a vault.”
 
Howard S.
Los Angeles, CA.
iVault Logo
An award-winning* security platform designed to safeguard ALL your clients' assets by encrypting access information to financial accounts, estate, insurance & anything of value within fortified digital vaults, scheduled for delivery to designated recipients, when needed, yet readily accessible on demand from anywhere securely and easily.
 
 
* Securian Financial award for "Innovation shaping the future of financial services & life insurance through technology."
 
 
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Our Technology is a Must Have in The Holistic Advisor's Toolbox

 

Financial tools supporting iVaultx IronClad Family Crypto

 

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Elevate Your Offering

 

 

A perfect companion to:

  • eMoney
  • Envestnet
  • RightCapital
  • AssetMap
  • MorningStar
  • G2Deals
  • And Others!

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Crypto Assets

 

Protect access to:

  • Crypto Wallet URL's
  • Access information
  • Recovery keys
  • Private keys
  • NFT's
  • Custodians

 

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Ipad financial accounts

 

 

bank accounts icon in color navy blue with pure white background Financial Accounts

 

Itemize other finances:

  • Assets & Liabilities
  • Bank accounts and credit cards
  • Login information to online accounts
  • Special instructions

 

codicil and online will icon in color navy blue with pure white background Codicil/ Online Will

 

Legal Wizards Included: 

  • Codicil wizard for digital assets
  • Online Will wizard
  • Upload Living Will, Trust & Power of Attorney

 

 

 

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family security icon in navy blue color with pure white background Protect Everything

 

Protect other assets:

  • Legal, insurance, health, social media and funeral wishes all protected.
  • Centralized access to the client's assets information from anywhere
  • Unlimited encrypted vaults

 

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End of Life Planning

 

End of Life Planner Included:

Our guide provides a straightforward and thorough way to document every one of their final wishes, ensuring they're accessible to chosen individuals, even in your absence.

 

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mail delivery icon in navy blue color with pure white backgroundGenerational Asset Transfer

 

Delivery of asset information to loved ones:
  • Assign different recipients for different vaults that can include different asset information
  • Designate who and when that information gets delivered
  • Options to deliver vaults based on date, manually or in case of an emergency such as death or incapacitation

zero knowledge encryption icon in navy blue color with pure white background Enhanced Security

 

 

We use zero knowledge encryption algorithms:

  • Even we cannot see what's stored in the vaults, neither can any 3rd party
  • Each client has their own encryption preventing mass hacking if one client is compromised

 

 

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How You Can Get Started

  • Join our nationwide Advisor referral network.
  • Get your own client dashboard to offer each client extra protection for ALL their assets.
  • Prepare by setting them up with your personalized products prior to your meeting with them.
  • Ask them holistic advising questions during the meeting using our platform to pique interest in other areas of their lives.
  • Gift them our digital vault asset protection platform; free for them, as long as they are doing business with you.
  • Showoff your business brand in front of your clients even after they leave.
  • Build relationship with their next generation over the years due to our built-in asset transference if something happened to your client.
  • Close more deals.
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BONUS - Your Brand in Your Clients' Wallets

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In addition to protecting their assets, your clients will get valuable emergency wallet cards. These serve as essential emergency contacts and durable business cards featuring your details, ensuring your clients will cherish and keep them.

Limited-Time Offer

Receive 100 personalized trifold brochures that highlight the complimentary benefits for your clients included with your service.

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WE ARE SERIOUS ABOUT THEIR SECURITY!

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 Our site is security scanned daily to ensure your information is protected. 

What separates you from other financial advisors?

Our Platform - Your

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Strengthen Client Relationships

You’ve already helped your clients create and build their legacies. Extend their journey with you by helping them secure, centralize and manage important assets.

Communicate More Effectively

Communicate More Effectively

You’ll be notified whenever clients make changes to their digital vaults or family protection plans, enabling proactive communication about what’s most important to them.

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Set Your Business Apart

Your competitors offer the same services you do. Digital family protection adds a differentiated value that only YOU can provide, helping you close new business faster.

Offer Clients Holistic Protection of ALL Assets!

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As a trusted advisor, I offer the IronClad Family service to my clients to protect their investments and build a relationship between myself and their family."

Mikkel Thorup
Financial Advisor | Expat Money