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Welcome To The Ideal Life Evaluation Program

Limited Access To The TrustedAdvisorToolkit™ Turn-key Practice Management Operating System Is A Part Of Your Program

 

Since you invested in the Ideal Life Evaluation Program (ILEP), you are eligible to view the "ILEP Content" within the Trusted Advisor Toolkit.  All you have to do is follow these 3 steps.

This site is specifically for Trusted Advisors who are committed to offering even more fully comprehensive financial services to their Ideal Clients delivered through a Best-in-Class Deliverables Team of Subject Matter Experts.  With the ILEP Content you will learn how to structure your Ideal Client interactions around an organized annual meeting structure and begin delivering The Five Critical Reports™ for comprehensive financial services.  

 

PLEASE FOLLOW THESE 3-STEPS RIGHT NOW

1. REGISTER NOW:
Click the link above right now & register here at your site.  You'll simply be asked to set up your username & password at this point:
Please look towards the top of this page for the register link; which looks like this →  register.png
Complete only steps 1 & 2 (set your username & password and go click the special link we then email you to confirm your registration at our site)

2. YOUR ILEP MEMBERSHIP IS APPROVED:
Your Accountability Coach will submit your Ideal Life Evaluation Program registration through the internal process at Bachrach & Associates, Inc. to ensure you are set up properly for access to all the various resources available to advisors through the ILEP Program (usually 3 business days).  
3. PLEASE BE PATIENT.  
After your Ideal Life Evaluation Program membership has been fully approved by BAI (about 3 business days), you will then receive a notification E-mail from us confirming that the next time you log-into this site you will have full access to content.

To log-in at the homepage:  click_here.jpg

   

Since you have limited ILEP access to this site, if ever you get "lost" in the content (or receive an "insufficient privileges" message, you may always simply click on the "ILEP" tab at the top of any screen in The Trusted Advisor Toolkit to return to your table of contents for the ILEP content.

One last thing, please do not call your Accountability Coach for support or questions regarding this site. If you have technical support questions, there are two choices once you have logged-in. 

Note the two links towards the top of the page which look like this →  contact_help.png 

  • HELP: Is for specific technical problems, such as not being able to view content, or receiving an "insufficient privileges" messages, etc.
    To alert us to a specific problem with pages you are attempting to view
    • Click "Help"
    • Then Click troubleshoot.png
  • CONTACT: Click "contact" to submit other technical questions. 

 

If you will register now, we will send you a notification within a 3 business days alerting you that you have full-access to The Trusted Advisor Toolkit™ content.
 
All the best in implementing,
 
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Mark McKenna Little
Founder & Creator
The Trusted Advisor Toolkit™
http://TrustedAdvisorToolkit.com