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Are we required to invest in all the resources listed?

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We notice that there are many resources bundled together in The Toolkit (meeting plans, live monthly consulting sessions, process documentation, assessments, 142 Deliverables Checkpoints™, The Deliverables Team Recruitment Process™, etc, etc). If we don't feel we need all these resources right now, can we unbundle The Toolkit and purchase components separately?

The Toolkit is a comprehensive system with all components available to our members, so components are not available separately.

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.

That said, the best and, most cost-effective, way to implement certain components of The Trusted Advisor Toolkit™ system is to book one-on-one consulting sessions with Mark McKenna Little (link to the right, you may book individual sessions under the "consulting services" section) and Mark will coach you through elements you feel your business  currently needs.

 

Check to see if you meet the Ideal Advisor Profile

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