Growth partnerships for fee based advisors and life, health and annuities producers

Unlock Your Potential with a Unique 'Impact Investment' with Social Benefit Your Clients will Love!

Coupled with an A.I. assisted Automated Business Building Platform

The MMG Capital Partnership Hub connects growth-minded producers with alternative 'impact investments' and strategic support with an optional turn key business building solution—so you can scale your book of business without adding overhead. You will have what it takes to attract new clients and get more production from existing clients and have most of it completely automated.

  • Purpose-built for producers to target $2M–$20M annual production

  • Unique product that sets you apart from the competition

  • Tax efficiencies that make client decision making easy

Get your partnership readiness assessment

Share a few details and our team will send a tailored outline of how Partnership Hub could plug into your current practice.

We work with a limited number of firms per quarter to protect partner experience.

An Impact Investment
A Unique New Product
Your Clients Will Love You For!

Alternative Assets

Impact Investing with

The Equity Accelerator Project

The project helps preserve the social fabric of communities by helping families protect their homes from fraudulent foreclosure, recover equity and receive significant damages. This is done all the while financial supporters have a secure and financially meaningful result. See more in the menu tabs above.

1. Investigative Analysis

Discovery

Credentialed specialists in real estate, securitization, legal and accounting do research and gather evidence.

4 Funding

The Trust

Financial supporters fund a trust which manages the operation by paying the fees required and distributing inflows

2. Phase one

Quiet Title

False claims are exposed and eliminated in a Quiet Title process. Client saves home and recovers 100% of equity.

5. Security

Real Estate Secured

The trust takes an equity position in all real estate freed up from false claims.

3. Phase Two

Recovery

The process exposes huge liability for civil and criminal violations which is pursued in judicial and standard commercial collections approaches

6. Solid Base Income

Blue Sky Upside

The fee based payments provide solid structured monthly income while the prospect of collections for damages provides for blue sky potential

Your A.I. Assisted Business Building & Growth Management Engine

How the partnership works

A dedicated growth layer added to
your existing base plan

We plug in as an extension of your leadership team—providing the infrastructure, talent, and
playbooks to support your next stage of growth without sacrificing independence.

1. Assess & align

Producer diagnostic

We review your AUM mix, client segments, growth engine, and tech stack to map where a partnership can create immediate lift.

2. Plug in

Build your hub

We configure your white label marketing, content, workflows, nurture sequences, CRM and strategize your market approach A.I. assisted tools.

3. Scale together

Measure & refine

Ongoing reporting on pipeline, new assets, and client retention—tied directly to initiatives we execute with your team.

Who we partner with

Built for Producers who are serious about the next $2M–$20M in production

We work best with independent producers and fee based advisory teams who already deliver a strong client experience and want a scalable, compliant growth engine on top.

  • Producers or advisors with $2M–$20M in AUM

  • Clear ideal client profile and value proposition

  • Leadership committed to marketing and content

  • Desire to keep brand independence while partnering

If you are earlier-stage or operate under a wirehouse model, we may still be able to provide guidance and referrals to aligned partners.

What you bring

  • Existing book of business with room to specialize

  • Leadership capacity for 1–2 strategic calls per month

  • Operational readiness to onboard new clients

What we bring

  • Compliant lead generation and nurturing engine

  • Specialist team across marketing, content, and ops

  • Innovation leading directly to AUM growth

Partnership package

What’s included in the MMG Capital Partnership Hub

A single, integrated package designed to support both new client acquisition and deeper engagement with your existing clients. Our Turn-key marketing solution is optional, but highly recommended.

Growth engine

  • Persona-driven campaign strategy
  • Done-for-you email, social, and webinar programs
  • Lead capture funnels and nurturing sequences
  • Compliance-reviewed content workflows

Client experience

  • White-labeled client education series
  • Event and webinar playbooks for key segments
  • Check-in cadences mapped to life events
  • NPS and feedback loops integrated into CRM

Operations & insights

  • Hub-and-spoke process documentation
  • KPI dashboards built around your AUM goals
  • Quarterly growth councils with your leadership
  • Vendor coordination and best-practice playbooks

Aligned incentives

Simple, transparent partnership structure

Our economics are built around shared upside, not bloated retainers. Typical partnerships combine a modest platform fee with growth-based participation.

Typical engagement: 12–24 months, with structured checkpoints every quarter to evaluate expansion, rollout to additional advisors, or deeper integration.

Core Partnership

Best for independents ready to formalize a growth program.

Dedicated partnership lead and strategy pod
 

Full access to Partnership Hub marketing platform

 
Up to 3 advisor teams included
 

Weekly Strategy Sessions

 
$7,500
Most Popular

Enterprise Partnership

For platforms supporting multiple advisor teams or locations.
Expanded advisor support and rollout playbooks
 

Specialized training in Digital Assets & how to sell

 
Co-branded initiatives and thought leadership
 

Custom structure for sales teams

 
?
$15,000
Custom

Next step

Request your MMG Capital partnership brief

We’ll review your profile, share a tailored partnership outline, and, if there’s a strong mutual fit, schedule time to go deeper with your leadership team.

  • No obligation, no hard sell
  • Confidential review of your current growth engine
  • Clear view into timelines, economics, and impact

Tell us about your firm

Share your business profile, ideal client profile, and where you see the most opportunity over the next 18–24 months.

By submitting, you agree to receive information about RIA Partnership Hub. We never share your information with third parties.

MMG Capital Partnership Hub

A focused partnership platform for independent producers who want institutional-level growth support without giving up independence.

© 2026 MMG Capital Management & Trust. All rights reserved.

Compliance & disclosures

This material is for informational purposes only and is not an offer to buy or sell any security. Partnerships are subject to due diligence and regulatory approval.