How Financial Firm Owner Grew HNW Clients with Vibe Board

William ThatcherFounder | Thatcher Wealth Management

We are getting more clients, bar none, certainly more high-net-worth clients. And that's through the use of the Vibe Board.

William ThatcherFounder | Thatcher Wealth Management

Business challengesCrowded competitive landscapeTechnology friction with multiple devicesComplex financial concepts client hard to understand

Why chose VibeProfessional presentation toolBoost client’s engagementAll meeting tools in one device

Business impactMore high-net-worth clientsSeamless hybrid meetings Elevated competitive edge

Business challengesStanding out in competitive marketDevice integration challengesComplex concepts confuse clients

Why chose VibeProfessional in-person presentationBoost client’s engagementAll meeting tools in one device

Business impactMore high-net-worth clientsElevated competitive edgeSeamless hybrid meeting experience

IndustryFinancial Services

HeadquartersGrand Rapids, MI

Products UsedVibe S1 75″

Learn more about Vibe BoardSee use cases, features, tech specs, etc

Meet William and Thatcher Wealth Management

Thatcher Wealth Management is a financial advisory firm specializing in retirement planning to help individuals and families achieve their ideal retirements. William Thatcher is the President and Founder of Thatcher Wealth Management. He is a Series 65 investment adviser representative, life and health insurance licensed professional, and National Social Security Advisor (NSSA) designation holder who has worked with numerous clients across West Michigan.

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.

Within three months of opening his office, he had his first Vibe Board up and running—and he's never looked back.

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

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

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.

Meet William and Thatcher Wealth Management

IndustryFinancial Services

HeadquartersGrand Rapids, MI

Products UsedVibe S1 75″

Thatcher Wealth Management is a financial advisory firm specializing in retirement planning to help individuals and families achieve their ideal retirements. William Thatcher is the President and Founder of Thatcher Wealth Management. He is a Series 65 investment adviser representative, life and health insurance licensed professional, and National Social Security Advisor (NSSA) designation holder who has worked with numerous clients across West Michigan.

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.

Within three months of opening his office, he had his first Vibe Board up and running—and he's never looked back.

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

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

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.

Step into modern client meetings with Vibe

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Step into modern client meetings with Vibe

Buy Now See Product