How will this system help me build my Deliverables Team?

While I will still offer full-day live training, sharing, drilling and demonstrating the Deliverables Team Recruitment Process which has served our firm so well over the years, there will be support through The TrustedAdvisorToolkit.com™ (TATK) turn-key practice management operating system as well.

Here's how this system will support you in building your Deliverables Team:

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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.

• The Deliverables Team Blueprint: With guidance, you'll develop a Game plan & Timeline for acquiring your best-in-class Deliverables Team of subject matter experts through this system.
• The Online Forum (available to system members only) is an excellent place to post your "issues" and questions related to recruiting and building your Deliverables Team.  Mark keeps a close eye on this forum and can respond, however, there are many Trusted Advisor members of within this community who have utilized our methods to build Best-in-Class teams of experts.  Their comments will add a wonderful mosaic of advice and guidance directly from highly successful advisors in the trenches.
• Group Coaching Calls: Mark will regularly schedule calls to deliver content related to recruiting and building your Deliverables Team.  On each call, Mark schedules ample time for live questions to address whatever your current issues are related to building an effective Deliverables Team.  Depending upon the package you chose upon joining the system, these calls may be included or if your package does not include group coaching calls you will be emailed an invitation to invest in these calls.  Either way, an invitation to these group coaching calls will be available only to system members.
• Peer Group Accountability Coaching: This program is voluntary, but has proven to be very effective for participants who opt-in.  Among other goals, a primary focus of your accountability "group of three" will be to ensure that your small group stays focused on the activities outlined in the Deliverables Team Recruitment Process so that your fully functioning team is in place by the target date you set.

Click Here for details about how to join our system

FOLLOW UP QUESTION: Is The TrustedAdvisorToolkit.com™ (TATK) turn-key practice management operating system in lieu of your live training workshops demonstrating the Deliverables Team Recruitment Process? Should I still attend those workshops or will this system be enough?

For most, nothing will replace the value of live training from someone who has actually built a Deliverables Team of experts.  We have seen the value of financial advisors coming to a live workshop to "drill" the conversations and "talking points" for each of the three meetings in the Deliverables Team Recruitment Process.  Viewing live demonstrations of these meetings with professionals and receiving training about what to expect as "issues" and concerns from these professionals is more well-suited for live-training events.

The resources within this system are designed to be utilized independently from the trainings, for advisors unable to attend, but work best to compliment and support the live trainings and will create a coaching environment for you once you are back in your office scheduling meetings with potential Deliverables Team Members (DTMs).

Check to see if you meet the Ideal Advisor Profile