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After I Join, Can I Quit Your Program?

What's the process for leaving the program, if it's not a good fit?

 

Once I join your program, if, for whatever reason, I decide we're unable to implement, or the timing of this program is not good at the moment, how can I discontinue or stop the program?

 

The process for leaving depends on the program you choose:

  1. The process for leaving The Advisor P.A.C.T. Monthly Program™ (link to description of Program #3)
    • This program is month-to-month, cancel anytime
    • To leave the program, simply "contact us" on our site and let us know you intend to leave the program.  Your membership will continue for the current month, but we will not bill you again in future months. Notice of cancellation must be received at least 2 business days prior to your next scheduled payment in order to avoid being charged.

I have more questions before I join (Submit Questions Now)

The Process For Joining The Toolkit
STEP 1: Join The Advisor P.A.C.T. Monthly Program™ (APM), our entry-level program.
STEP 2: Request To Join The Toolkit Fast Track.
STEP 3: Complete The First 12 Projects in APM as quickly as you can (they're the same as the first 12 projects in The Toolkit).
STEP 4: Once those projects are completed, if you meet the other criteria of the Ideal Advisor Profile (on this page), you'll be issued an invitation to join The Toolkit System.

 

  1. The process for leaving The Trusted Advisor Toolkit™: The "Do it with you program" (link to description of Program #2)
    • The Toolkit's "Do it with you" program requires a minimum commitment of 16 months.
    • Once you join the program, you will continue being billed for 16 months.
      • Since the program is designed to implement over 16 months, then upon joining, you are asked to agree to continue with the program for a minimum of 16-months.
      • After 48 hours from the date you joined the program, you will be required to continue the program for a minimum of 16-months
      • So the time to opt-out of the "Do it with you" program is before you join.  Once you've joined, your commitment is to continue for a minimum of 16-months
    • Your one-time initial onboarding consulting fee is non-refundable after 48 hours from the date you joined the program
    • Why the 16-month commitment?: 16 months is the average amount of time it takes advisors to implement Truly Comprehensive Financial Services™. We learned early on that implementing this new Comprehensive Financial Services business model is not effortless and that you'll encounter obstacles and frustrations along the way.  So to help combat any temptation to capitulate or "give up" on, what was at the beginning, a passionate commitment to implement, we found that requiring a minimum 16-month commitment helps encourage advisors to continue even when they encounter the inevitable resistance and predictable doubts along the way.  
      If you understand that you will be required to continue paying for the program for the 1st 16 months, then it will help you resist any temptation to give up early.  
      This 16-month requirement is simply our way of showing our confidence in you and your ability to implement this model if you continue putting forth the effort & persist long enough.  
      So if you have doubts, then simply don't join the program, to begin with, because after joining, you're fully committed for a minimum of 16 months.
    • To leave the program after the 16th month, simply "contact us" on our site and let us know you intend to leave the program.  Your membership will continue for the current month, but we will not bill you again in future months. Notice of cancellation must be received at least 2 business days prior to your next scheduled payment in order to avoid being charged.
  2. The process for leaving The Trusted Advisor Toolkit™: The "Do it for you program" (link to description of Program #1)
    • The Toolkit's "Do it for you program" program is month-to-month, cancel anytime
    • To leave the program, simply "contact us" on our site and let us know you intend to leave the program.  Your membership will continue for the current month, but we will not bill you again in future months. Notice of cancellation must be received at least 2 business days prior to your next scheduled payment in order to avoid being charged.
    • Your one-time initial onboarding consulting fee is non-refundable after 48 hours from the date you joined the program

 

If you're interested in joining The Toolkit, first assess whether you're ready for it. Check to see if you meet the Ideal Advisor Profile.  If you're not quite ready for The Toolkit, "contact us" and ask to join The Advisor P.A.C.T. Monthly Program™ instead.  The Advisor P.A.C.T. Monthly Program™ program is designed for advisors who are not yet ready for The Toolkit, but who wish to implement the steps to slowly begin to deliver Comprehensive Financial Services. The program is self-paced, so you're able to implement as quickly as you're capable.  Many advisors use The Advisor P.A.C.T. Monthly Program™ to ready themselves, and their businesses, for The Toolkit and full implementation, someday, of Truly Comprehensive Financial Services™.

- Mark