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Happy 13th Birthday Toolkit!

September 7, 2022 is The 13-Year Anniversary Of The Online "Launch Date" of The Trusted Advisor Toolkit™

Mark McKenna Little Developed the original version of the "Toolkit" during a 34 month period around the year 2000 when he completely overhauled his entire Financial Services practise. At that point the entire system was paper based.

After selling that business (for 7 figures) he bundled together everything he had developed onto CDs including reusable documents, spreadsheets and instructions. This packaged version of the Toolkit was sold almost exclusively via Bill Bachrach (Mark's mentor and friend).

Late in 2007 Mark met Ian F. Hood and they began talking about moving the Toolkit to the internet. Work on the internet version began in earnest in 2008 and the Toolkit went LIVE officially on September 7, 2009.

Each year since then we have steadily moved more and more away from downloadable templates and into interactive applications (apps) that form a central, shareable hub for your Deliverables Team to work from.

This year we're even more committed to helping you achieve your vision of your ideal business.

Thank you, so very much!

~ The Toolkit Team