Independent Means programs, services, products, and content have been used to solve a myriad number of challenges in families, companies, schools, and  non-profits. The following case studies offer a sampling of solutions provided by the IMI team.

• A private bank with offices in across the US asked Independent Means to create a  turnkey specialty service for wealth advisors that offers bottom line impact to their portfolio management.
• A national mutual fund company licenses and syndicates IMI content for use in a private label workbook aimed at parents, as well as in their own quarterly newsletter.
• A regional asset management firm uses IMI seminars, books, and newsletters as part of their client prospecting strategy. Each program draws 200+ new prospects to replicable events that use IMI products as follow up contacts.