Are You a Financial Subject Matter Expert?

If you are highly skilled and experienced in a narrow field of finance and might like to work with Ideal Clients of the Financial Advisors using this system, please let us know more about yourself

Financial Advisors on our system frequently seek information about highly skilled and experienced Subject Matter Experts for their best clients; by submitting this form we will keep your information on-file for our members who request it.

If you are highly skilled and experienced in one or more of the following areas of finance, please let us know more about you and your services. Fill out as much of this information as you are able and willing to share.

Members on this system are seeking all of the following:

Financial Planning Subject Matter Expert
Tax Subject Matter Expert
Estate Planning Subject Matter Expert
Insurance Subject Matter Expert
Money Management Subject Matter Expert

Warm regards,

Mark McKenna Little
Founder & Creator
The Trusted Advisor Toolkit™

Your Name

Your E-Mail Address

I am an expert in the following areas: Check all that apply

Financial Planning Subject Matter Expert

Tax Subject Matter Expert

Money Management Subject Matter Expert

Estate Planning Subject Matter Expert

Insurance Subject Matter Expert

My Professional Background

please include no internet web links on this form (Upload a single document below)

Your Resume / Curriculum Vitae / Biography (Upload One Document) Optional: upload one document which will help financial advisors better understand your level of skill and experience

Years of experience My years of experience in the narrow fields of finance checked above

Describe any areas of professional specialization Optional

Describe your educational background and credentials Include all professional designations and degree programs completed

Our service model

Number of practicing professionals within our organization Number of Subject Matter Experts in our firm within the narrow fields of finance checked above

Number of support people in our organization Number of administrative and professional support people supporting you and each practicing professional at your firm. NOTE: We recommend advisors utilize firms which have a minimum of two support people for every professional.

We have a documented client service process

Here are the clients we serve best

Here is a description profiling the type of client we serve best: Bullet points are best (you may separate using the asterisk ("*") above the 8 on most keyboards).

Here is a description profiling the type of financial advisor we prefer working with: Optional field. EXAMPLE: This field may be used, hypothetically, to describe if you prefer to work with "fee-only" financial advisors, or "advisors in the Chicagoland area," etc

Countries in which we serve clients Our Financial Advisor firms are primarily in the U.S., Canada, Australia, U.K. and South Africa

I prefer to work in this geographic area OPTIONAL: If you prefer to work in particular cities, states, provinces or regions within a country, please list them here

We're experienced with this Trusted Advisor Toolkit™ system

If you are currently supporting advisors on this system, please complete this section

How many advisors utilizing The Trusted Advisor Toolkit™ are you currently supporting?

Names of Advisors I'm supporting Here are the names of some Trusted Advisor's I'm currently working with utilizing The Trusted Advisor Toolkit™ system.

First Name	Last Name	Initials

Add new row

I have experience on this system creating the following: Describe the reports or Deliverables Checkpoints™ required by The Three Meeting Process™ within our system for which you are most familiar and have experience completing.

Compensation

Here is how we charge Describe how you will charge clients for the service you provide. A link to a fee schedule page on your website or disclosure document IS allowed here.

Optional Compensation Upload Feel free to upload your fee schedule, compensation agreement or anything which specifically clarifies how you charge for the services you checked above

Other things you should know about us: Use this field to describe anything else you feel an advisor needs to know which will distinguish you or your service.

Here's my contact information Firm Name, Address, Phone, Website address (URL)

Enter the word below (Required)

The Trusted Advisor Toolkit™ Note:

Every financial advisor utilizing this system has been encouraged not to perform any Subject Matter Expert work. Instead, we coach every financial advisor on this system to build a team of Subject Matter Experts who already have skill and experience.

As such, the financial advisors who utilize this system run businesses providing Comprehensive Financial Services through a Deliverables Team of Subject Matter Experts who are highly skilled and experienced in one or more of these narrow fields of finance. Our members are looking for experts in the following areas:

Financial Planning: comprehensive written lifetime financial plan creation and update
Tax

Annual Tax projection
Annual Income Tax Return Review prior to filing

Estate Planning

Establishment of skilled estate plan for every Ideal Client
Regular update of each client's estate plan

Risk Management

Property & Casualty Insurance
Health Insurance
Disability Insurance
Long Term Care
Life Insurance

Asset Management

Asset Allocation (creation, update and management)
Individual Portfolio Management (buy, sell, hold decisions across all client accounts)
Money Management (aka TAMP, portfolio management, privately managed separate accounts, etc.)
Daily Management (placing trades, arranging client distributions, submitting account forms and transfers)

Advisors on our system have an annual checklist of 143 Deliverables Checkpoints™ which are completed for every one of their Ideal Clients by these Subject Matter Experts on their team. If you accepting new clients, please submit as much of the information above as possible.

Disclosure

PLEASE NOTE: By submitting this information you are giving us your approval to distribute this information to members of our system upon request.

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Are You a Financial Subject Matter Expert?

The Trusted Advisor Toolkit™ Note:

Disclosure