Do I need both M3 and this site?
If I have Mastery Series 3, will I get benefit from having this TrustedAdvisorToolkit.com™ site access also?
They are designed to be complimentary and serve different purposes.
M3 Module 8 is a "how to" in building and leading a Deliverables Team in order to deliver upon a fully comprehensive financial services system which is checklist driven.
The TrustedAdvisorToolkit.com™ (TATK) Site is a support system for your Deliverables Team so they know exactly what to do and when in their day to day activities supporting the system (so they don't have to come to you with questions).
This site is designed to delegate your checklist driven comprehensive financial services offering to your team so they know exactly what to do in preparation for each client progress meeting scheduled.
