Meet William and Thatcher Wealth Management
Meet William and Thatcher Wealth Management
IndustryFinancial Services
HeadquartersGrand Rapids, MI
How William Chose Vibe Board
How William Chose Vibe Board
William's journey to Vibe Board started with a simple frustration—trying to explain complex retirement strategies while juggling an iPad, a TV screen, and a whiteboard that left marker stains on his sleeves. He needed something better. After researching competitors, William found Vibe Board offered everything he needed at half the price.
Once I understood the difference between just projecting things on a TV and having a tool where I could be that professor at the board, it was a no-brainer.
How William Uses Vibe Board
How William Uses Vibe Board
Every client meeting at Thatcher Wealth Management starts the same way, with Vibe: their name on a welcome screen, then William stands up and starts drawing. He pulls up their actual financial reports, sketches out tax strategies in different colors, and flips between saved templates he's created for common retirement concerns.
"It's not just about showing charts that go up and to the right—everyone does that," William explains. He's built an entire library of visual explanations in Vibe Canvas, organized by client folders.
For remote clients, he logs the Vibe Board into Zoom as a participant so they can watch him draw in real-time. Even internal team meetings get the Vibe treatment—from quarterly planning sessions to training new advisors on the exact same visual language clients have come to expect.
William's Favorite Features
William's Favorite Features
What sold William wasn't just one feature; it was how everything worked together. The cloud integration with Canvas means all client files are secure and accessible. The ability to save and reuse drawings means every advisor tells the same story with the same visuals. But his real favorite? The psychological impact. "When I stand up at that board, people shift into learning mode—like they're back in school, but in a good way," he laughs.
The instant sharing feature is a close second: "One tap and boom, clients have their personalized financial roadmap in their inbox before they've even left the parking lot."Results Using Vibe Board
Results Using Vibe Board
The impact has been immediate and measurable. William's team is landing more high-net-worth clients, especially executives who appreciate sophisticated technology. "We had a CMO specifically mention that seeing this level of tech made them confident we could handle their portfolio," William shares. Training new team members now takes a fraction of the time because everyone uses the same visual playbook. But the biggest win? Client understanding. "People constantly tell us these conversations are completely different from any other advisor they've met with.
They actually get it—sometimes for the first time in their lives." For William, that's what it's all about: turning financial anxiety into confidence, one drawing at a time.We're starting to build relationships that aren't just for a three-month sales cycle, but one year, three years, 10, 30 years. 
Crowded competitive landscape
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2018 156th Ave NE, Office 165 Bellevue, 
