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I'm in other programs, is that a problem?

Does this system compliment or conflict with The Strategic Coach, Peter Montoya, Dan Kennedy & Bill Glazer, Bill Good Gorilla CRM system, Steve Anderson's marketing system, et al.

Mark's Response

We teach more "Tactics" (exactly what to do & when)

My visceral reaction is that we're far different. We train and support a specific outcome that is highly focused on delivering fully comprehensive financial services through a team of experts.  Most of the programs listed are different (strategic planning,  CRM or client management systems and most focus on sales and marketing).

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.

The TrustedAdvisorToolkit.com™ (TATK) turn-key practice management operating system gives you the strategy and is HEAVY on delivering a full set of organized tactics.

Many of the other programs teach you a framework to create strategies that will work for your business and then you have to go figure it out yourself using many of the "cool tools" offered through the various programs.  Our practice management operating system give you the strategy for delivering a specific set of services to your clients (comprehensive financial services), trains everyone on your team what their role is (so everyone knows exactly what to do and when), and then gives you every tactic and tool each member of the team needs in the exact sequence they need it.  So, the toolkit is VERY tactical (step-by-step system to fully deliver comprehensive financial services to your clients through a team of experts).

Our Promise

I'm not aware of another program (other than Bill Bachrach's) which promises a specific outcome to financial advisors on a timetable.  Here's The Guaranteed Outcome

Our focus is creating a system for a Trusted Advisor  to:

  • Build, lead and coordinate a Deliverables Team (DT)
  • Establish a clear system for the team to communicate
  • Give the each member of the team a place to go for orientation, training, instruction, templates, reports and forums to encourage resourcefulness
  • Enforce this system with clear accountabilities for every member of the team

 

Check to see if you meet the Ideal Advisor Profile