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What Does The Toolkit Do?

Exactly what is The Trusted Advisor Toolkit™ & what does it do for a financial advisor's business?

With The Trusted Advisor Toolkit™ you will...

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  • Establish effective Systems & Processes so that everyone in your business knows exactly what to do and when to do it.
  • Deliver Comprehensive Financial Services to ensure that every Ideal Client's "financial house" is in perfect order... and stays that way forever.
  • Build & Lead a Deliverables Team of best in class Subject Matter Experts so that your clients know that they are receiving advice from individuals who have mastery over specialized and narrow fields of finance.
  • Deliver extraordinary client meeting experiences so that every Ideal Client leaves your meetings with an overwhelming sense they're making progress (regardless of "world events" or what "the markets" are doing)

To get more referrals you need to become more referable

How The Trusted Advisor Toolkit™ Works, in Less Than 6 Minutes

Six minute video describing what The Trusted Advisor Toolkit™ is and what it does...

TIP: Be prepared to pause the video if it moves too quickly for you.


We all know that those advisors who deliver
the most comprehensive financial services
are the most indispensable to their clients,
and command the highest compensation in our industry.
The Trusted Advisor Toolkit™ is a comprehensive online system for retail financial advisors, working with individuals and families.