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NxGen Family Office Benefits

For Financial Professionals

The NxGen Family Office Network
Draft Copy For Discussion Purposes Only

Value For NxGen Financial Professionals
NxGen Family Office Network offers a comprehensive resource to help financial professionals run a better and more successful business. Greg Johnson and Kevin Murphy wanted to create a network that supports and encourages young financial advisors wanting to focus on NxGen Liability Management powered by MoneyAbility to serve their ideal clients and niche. NxGen Family Office Network provides support on a variety of levels, including technology, compliance, education, and marketing. Other benefits to member include discounts on products to help them build, promote and manage their financial services business. 
Member Benefits For NxGen Financial Professionals
  •  Complete compliance support, a $3,000 value 
  • Full technology platform, a $2,915 value 
  • NAFPA membership included, a $900 value 
  • Marketing education, support via resources and professional coaches, a $997+ value 
  • Continuing education via valuable webinars 
  • Peer to peer networking, study groups 
  • Discounts on a la carte services, including additional technologies and content creation 
  • Access to the Kitces Report and Insider Information, a $438 value 

NxGen Liability Management &
​Digital Money Management Program 
​NxGen Family Office Network offers a turnkey Liability Management Program powered by Money Ability. a patented and proprietary financial planning programcomplete new-RIA-registration package for young financial advisors launching a new RIA, a $3,000 value for launching firms. The network also provides ongoing compliance support and tools for existing state-registered RIAs, which provides a $2,000+ value each year. Our mission is centered around empowering Financial Professionals wanting to grow and scale their financial services business based on the principles of Liability Management, Digital Marketing and serving Family Office members as personnes de confiance.  

Power Of An Engaged Family Community
​In addition to the tangible list of benefits members receive,  the NxGen Family Office Network offers access to the NxGen Financial Professional Group; a private Facebook Group comprised of likeminded individuals and an engaged community that offers collaboration, education, and support.
NxGen Digital Marketing Education & Support
NxGen Family Office Network offers a variety of opportunities for members to give them an edge over other advisors:
  • Digital Marketing Support
  • Webinars
  • Workshop Training Events
  • Investor Lead Referrals

Joining The NxGen Family Office
​Financial Professional Network
NxGen Financial Professional membership subscription-costs range between $500 and $1500 per month that deliver 3 times the monthly cost in value. For Premium Members, one lead that converts each month will more than cover the monthly subscription cost. There is an application and set-up fee of  $750 with monthly costs starting 30 days after joining the Network. Learn more about NxGen Family Office Financial Professional Benefits in an introductory call with founder Greg Johnson, or join NxGen Family Office Network today!

Below...For Discussion Purposes Only
BUSINESS -  $500.00
MoneyAbility Platform Order Reports
Basic Reports
PROFESSIONAL- $1,000
MoneyAbility Platform Solo License
Review Commercials
Digital Marketing Toolbox
PREMIUM -  $1,500
MoneyAbility Platform Private Label
Review Commercials
Expose Commercials
Digital Marketing Toolbox
Lead Generation
FP Draft Page

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