Questions for those contemplating joining
Basic questions from professional financial advisors who are considering whether this system is a good fit for them (what is this system? how does the system work? what does it cost? etc)
Why do you refer to this as a "Practice Management Operating System"
What's the difference between an "operating system" and a website?
Who is the ideal advisor for this?
What kind of advisor does this practice management system serve best? Here is the ideal advisor profile for The Trusted Advisor Toolkit™.
What exactly is this system?
What exactly do financial advisors get for what they pay for this practice management system?
How will this system help me build my Deliverables Team?
I would like support recruiting and building my Deliverables Team of Best-in-Class Subject Matter Experts. What will this system offer by way of support?
Why should I work with this system?
What makes this system different from others practice management systems?
What’s the process after I join?
Once I invest in this practice management system, what are the immediate "next steps" for me?
What if I am a fee-only advisor?
Will The TrustedAdvisorToolkit.com™ (TATK) turn-key practice management system be a good fit for me?
What if I am a commission-only advisor?
Will The TrustedAdvisorToolkit.com™ (TATK) turn-key practice management system be a good fit for me?
How do I train my assistant to utilize this system?
What sort of training will I need to provide to my administrative support people in the office?
Are we required to invest in all the resources listed?
In your launch pricing we notice that there are many resources bundled together. We also noticed that after September 11 the individual resources are still available (at a standard non-discounted price). If we don't feel we need these up-front resources, can we simply join your practice management operating system for the monthly fee or would we be required to invest in the up-front resources in any case?
I'm in other programs, is that a problem?
Does this system compliment or conflict with The Strategic Coach, Peter Montoya, Dan Kennedy & Bill Glazer, Bill Good Gorilla CRM system, Steve Anderson's marketing system, et al.
Mark, why are you doing this?
Why are you spending so much time and energy helping financial advisors?
Live Training: Build Your Deliverables Team
