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Subject Matter Expert

I am a Subject Matter Expert in a narrow field of finance.

Are you highly skilled in a narrow field of finance such as 

  • tax 
  • estate planning 
  • money management 
  • financial planning
  • insurance)

Do you advise retail clients (families) and stay focused-upon advising your clients within your field of expertise?

While Subject Matter Experts often prefer focusing advice upon the field of special knowledge and experience, Subject Matter Experts are often open to coordinating with the other financial experts in a client’s life to ensure  financial strategies are well-coordinated and the most sound approach before making any recommendations.

You will likely select this system if you are a Subject Matter Expert who likes the idea of serving on a team with other highly skilled, highly experienced Subject Matter Experts, in complementary fields of finance, to better-serve, more comprehensively serve, clients in a highly coordinated manner..

What is The Trusted Advisor Toolkit™ System?

Free Downloads of Interest to Subject Matter Experts...

The Kate Wilson Full Case-study
Three Master Steps to Total Office Control
The Kate Wilson Full Case-study: 3-part Video E-course following the first 30 days of a Financial Advisor who successfully implemented fully Comprehensive Financial Services for her clients.


All of our materials are proprietary but registration to our system is free and will give you full access to our library of complimentary resources for financial advisors and their teams.


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