We frequently receive positive feedback regarding LIFE REFINED. It does its job well by keeping us top-of-mind with relationships and generating new client responses. It has been a great experience working with TRM.
— NFP P&C Private Client Group

For private client and luxury professionals that believe in nurturing and communicating the value of important relationships

What We Do

Imagine a tool specifically designed for professionals working with high-net-worth individuals. It understands relationships are important assets that often generate the most and best new business. It conveys your appreciation and tactfully produces positive top-of-mind awareness and word-of-mouth influence among your clients, centers-of-influence and prospects. 

Stay engaged in a manner that is interesting and fun for your relationships, they'll appreciate it.

We combine the allure and efficacy of lifestyle content and personalization to engage relationships and tastefully promote your brand. LIFE REFINED becomes your very own private label lifestyle magazine mailed quarterly as an exclusive gift to your chosen relationships and referral sources.

  • Designed for high-net-worth audiences
  • One-to-one personalization
  • 100% share of voice ... no ads, only you
  • Exclusive use with your relationships
  • Compliance friendly content

We build it, you use it, your relationships love it.

Why It Works

A personalized touchpoint that adds value, differentiates, naturally attracts attention, and starts conversations about you and your business.

  • Distinctive, unique and exclusive
  • 24/7/365 presence in home, office ...
  • High-exposure (coffee table, lobby ...)
  • Easily and eagerly shared with others

LIFE REFINED tactfully puts you on display with your valued relationships and referral sources: clients, prospects and centers-of-influence.

You receive 100% share of voice and customization:

  • Front outside cover
  • Front inside cover
  • Back inside cover
  • Back outside cover
  • Integrate supplemental material (e.g. newsletter, article, special greetings).

Very effective, great ROI, and easy to use.

Use PREVIEW NOW to see customization guide, review full digital issues, or request hard copy.

Stunning production and imagery, great content, and you!

Stunning production and imagery, great content, and you!