If you get to the following message, but nothing happens

then your browser has probably blocked our attempt to verify your credentials (via our central database).

What to do:

1. Find and click the tiny notification on the address bar
   (shown is Chrome's notification and its popup)
2. Select the "Always Allow" option and click Done.
   (yes, this IS safe to do with the domains listed below).
3. Restart Chrome by closing all your chrome windows
   (unfortunately the setting doesn't take affect immediately)

These websites are affected:

• AccountabilityCoach.org
• AdvisorPACT.com
• CommittedAdvisor.com
• TrustedAdvisorToolkit.com

How Automated Login is supposed to work:

If you are currently logged-in to any of these websites, clicking 'Log In' on any of the other sites should log you in automatically (using the same credentials).

Closing the browser or logging out of one site should automatically log you out of all of them.

Further help:

These settings can be managed via: 
Chrome Settings > Advanced Settings (Privacy and Security) > Site Settings > Popups and Redirects.

If you're unable to resolve the problem, please "Contact Us" at the applicable website for assistance.

Since there are differences in the spellings of common words between "British English" and the "American English" used predominantly throughout this system, we've created a quick resource to help you improve your search results.

Here's the link to this new spelling resource:

Search Tips For Australian, Canadian, and UK Members (click here)

We felt the need to create these tips since "British English" spelling of words are commonly used widely throughout Canada, Australia, as well as South Africa, and of course Britain.

For example, we recently had an Administrative Manager from Australia "Contact Us" frustrated at not being able to find the instructions for The Advisor Value Score™ (AVS), our client satisfaction survey process.  In working with her we realized that she was searching for the spelling "Adviser," with an "er" at the end, which prevented her from finding anything for The Advisor Value Score,™ with the "or" spelling of Advisor.

Therefore, for British members Canadian members & Australian members, please try different spellings of your words in our search box and "Contact Us" if you're unable to finds something you're seeking within this system.

[ACTION] If you come across major content that you had difficulty finding because of these types of spelling differences, then "Contact Us" and we'll fix the page for the future.  Just provide us the page link and the word or words that are spelled differently on this system from your common understanding.

Here's an article describing some common American and British English spelling differences.  In the meantime, here are a few examples to help in your Toolkit searches.

"our" v. "or" endings

If you cannot find something you're searching for on this system, study these tips and try different spellings of your search terms to improve your results.

After you find what you're searching for, if you will let us know the word spellings or terms that were different from the spellings you're used to, then we'll improve those pages for future searches.

By letting us know you can help us improve search results to make searching this system easier going forward.

"re" v. "er" endings

American English: Advisor, caliber, center, fiber, liter, luster, manoeuver, meager, meter, miter, ocher, reconnoiter, saber, sepulcher, somber, specter, theater
British English: Adviser, calibre, centre, fibre, litre, lustre, manoeuvre, meagre, metre, mitre, ochre, reconnoitre, sabre, sepulchre, sombre, spectre, theatre

"ce" v. "se endings

American English: license, practice, defense, offense, pretense
British English: licence, practise, defence, offence, pretence

"ise" v. "ize" endings

American English: Organize, realize, recognize
British English: Organise, realise, recognise

"yse" v. "yze" endings

American English: analyze, catalyze, hydrolyze and paralyze
British English: analyse, catalyse, hydrolyse and paralyse

"ogue" v. "og" endings

American English:  analog, catalog, dialog, monolog
British English:  analogue, catalogue, dialogue, monologue
Exceptions (common usage everywhere): demagogue, pedagogue, and synagogue

Because this represents a substantial change that applies to the European Union (EU) teams or any team that has clients living in the EU, each site member will be required (upon next log in) to re-acknowledge the annual terms of use agreement, the updated privacy policy and opt-in to the necessary emails.

We fully support the GDPR recommendations and apologize for this one-time inconvenience,

Kind regards,
~Ian

Ian F. Hood
Chief Technology Officer
The Trusted Advisor Toolkit™

Comprehensive Advisor Services, LLC
7660 Fay Avenue, H111
La Jolla, CA 92037
+1 (888) 467-8593
Owner contact email: support [at] trustedadvisortoolkit.com

Types of Data collected

Among the types of Personal Data that this Application collects, by itself or through third parties, there are: Cookies, Usage Data, email address, first name, last name, country, ZIP/Postal code, username, website and various types of Data.

Complete details on each type of Personal Data collected are provided in the dedicated sections of this privacy policy or by specific explanation texts displayed prior to the Data collection.

Personal Data may be freely provided by the User, or, in case of Usage Data, collected automatically when using this Application.

Unless specified otherwise, all Data requested by this Application is mandatory and failure to provide this Data may make it impossible for this Application to provide its services. In cases where this Application specifically states that some Data is not mandatory, Users are free not to communicate this Data without consequences to the availability or the functioning of the Service.

Users who are uncertain about which Personal Data is mandatory are welcome to contact the Owner.

Any use of Cookies – or of other tracking tools – by this Application or by the owners of third-party services used by this Application serves the purpose of providing the Service required by the User, in addition to any other purposes described in the present document and in the Cookie Policy, if available.

Users are responsible for any third-party Personal Data obtained, published or shared through this Application and confirm that they have the third party's consent to provide the Data to the Owner. (See our GDPR Compliance Guide for assistance)

Mode and place of processing the Data

Methods of processing

The Owner takes appropriate security measures to prevent unauthorized access, disclosure, modification, or unauthorized destruction of the Data.

The Data processing is carried out using computers and/or IT enabled tools, following organizational procedures and modes strictly related to the purposes indicated. In addition to the Owner, in some cases, the Data may be accessible to certain types of persons in charge, involved with the operation of this Application (administration, sales, marketing, legal, system administration) or external parties (such as third-party technical service providers, mail carriers, hosting providers, IT companies, communications agencies) appointed, if necessary, as Data Processors by the Owner. The updated list of these parties may be requested from the Owner at any time.

Legal basis of processing

The Owner may process Personal Data relating to Users if one of the following applies:

• Users have given their consent for one or more specific purposes. Note: Under some legislations the Owner may be allowed to process Personal Data until the User objects to such processing (“opt-out”), without having to rely on consent or any other of the following legal bases. This, however, does not apply, whenever the processing of Personal Data is subject to European data protection law
• provision of Data is necessary for the performance of an agreement with the User and/or for any pre-contractual obligations thereof
• processing is necessary for compliance with a legal obligation to which the Owner is subject;
• processing is related to a task that is carried out in the public interest or in the exercise of official authority vested in the Owner;
• processing is necessary for the purposes of the legitimate interests pursued by the Owner or by a third party.

In any case, the Owner will gladly help to clarify the specific legal basis that applies to the processing, and in particular whether the provision of Personal Data is a statutory or contractual requirement, or a requirement necessary to enter into a contract.

Place

The Data is processed at the Owner's operating offices and in any other places where the parties involved in the processing are located.

Depending on the User's location, data transfers may involve transferring the User's Data to a country other than their own. To find out more about the place of processing of such transferred Data, Users can check the section containing details about the processing of Personal Data.

Users are also entitled to learn about the legal basis of Data transfers to a country outside the European Union or to any international organization governed by public international law or set up by two or more countries, such as the UN, and about the security measures taken by the Owner to safeguard their Data.

If any such transfer takes place, Users can find out more by checking the relevant sections of this document or inquire with the Owner using the information provided in the contact section.

Retention time

Personal Data shall be processed and stored for as long as required by the purpose they have been collected for.

Therefore:

• Personal Data collected for purposes related to the performance of a contract between the Owner and the User shall be retained until such contract has been fully performed.
• Personal Data collected for the purposes of the Owner’s legitimate interests shall be retained as long as needed to fulfill such purposes. Users may find specific information regarding the legitimate interests pursued by the Owner within the relevant sections of this document or by contacting the Owner.

The Owner may be allowed to retain Personal Data for a longer period whenever the User has given consent to such processing, as long as such consent is not withdrawn. Furthermore, the Owner may be obliged to retain Personal Data for a longer period whenever required to do so for the performance of a legal obligation or upon order of an authority.

Once the retention period expires, Personal Data shall be deleted. Therefore, the right to access, the right to erasure, the right to rectification and the right to data portability cannot be enforced after expiration of the retention period.

The purposes of processing

The Data concerning the User is collected to allow the Owner to provide its Services, as well as for the following purposes: Analytics, Interaction with external social networks and platforms, Remarketing and behavioral targeting, Displaying content from external platforms, Contacting the User, Traffic optimization and distribution, Handling payments, Hosting and backend infrastructure, Commercial affiliation, Heat mapping and session recording, Content commenting, Advertising and Interaction with online survey platforms.

Users can find further detailed information about such purposes of processing and about the specific Personal Data used for each purpose in the respective sections of this document.

Detailed information on the processing of Personal Data

Personal Data is collected for the following purposes and using the following services:

Click on items below to display a description and any applicable services

Further information about Personal Data

The rights of Users

Users may exercise certain rights regarding their Data processed by the Owner.

In particular, Users have the right to do the following:

• Withdraw their consent at any time. Users have the right to withdraw consent where they have previously given their consent to the processing of their Personal Data.
• Object to processing of their Data. Users have the right to object to the processing of their Data if the processing is carried out on a legal basis other than consent. Further details are provided in the dedicated section below.
• Access their Data. Users have the right to learn if Data is being processed by the Owner, obtain disclosure regarding certain aspects of the processing and obtain a copy of the Data undergoing processing.
• Verify and seek rectification. Users have the right to verify the accuracy of their Data and ask for it to be updated or corrected.
• Restrict the processing of their Data. Users have the right, under certain circumstances, to restrict the processing of their Data. In this case, the Owner will not process their Data for any purpose other than storing it.
• Have their Personal Data deleted or otherwise removed. Users have the right, under certain circumstances, to obtain the erasure of their Data from the Owner.
• Receive their Data and have it transferred to another controller. Users have the right to receive their Data in a structured, commonly used and machine readable format and, if technically feasible, to have it transmitted to another controller without any hindrance. This provision is applicable provided that the Data is processed by automated means and that the processing is based on the User's consent, on a contract which the User is part of or on pre-contractual obligations thereof.
• Lodge a complaint. Users have the right to bring a claim before their competent data protection authority.

Details about the right to object to processing

Where Personal Data is processed for a public interest, in the exercise of an official authority vested in the Owner or for the purposes of the legitimate interests pursued by the Owner, Users may object to such processing by providing a ground related to their particular situation to justify the objection.

Users must know that, however, should their Personal Data be processed for direct marketing purposes, they can object to that processing at any time without providing any justification. To learn, whether the Owner is processing Personal Data for direct marketing purposes, Users may refer to the relevant sections of this document.

How to exercise these rights

Any requests to exercise User rights can be directed to the Owner through the contact details provided in this document. These requests can be exercised free of charge and will be addressed by the Owner as early as possible and always within one month.

Cookie Policy

This Application uses Cookies. To learn more and for a detailed cookie notice, the User may consult the Cookie Policy.

Additional information about Data collection and processing

Legal action

The User's Personal Data may be used for legal purposes by the Owner in Court or in the stages leading to possible legal action arising from improper use of this Application or the related Services.

The User declares to be aware that the Owner may be required to reveal personal data upon request of public authorities.

Additional information about User's Personal Data

In addition to the information contained in this privacy policy, this Application may provide the User with additional and contextual information concerning particular Services or the collection and processing of Personal Data upon request.

System logs and maintenance

For operation and maintenance purposes, this Application and any third-party services may collect files that record interaction with this Application (System logs) use other Personal Data (such as the IP Address) for this purpose.

Information not contained in this policy

More details concerning the collection or processing of Personal Data may be requested from the Owner at any time. Please see the contact information at the beginning of this document.

How “Do Not Track” requests are handled

This Application does not support “Do Not Track” requests.

To determine whether any of the third-party services it uses honor the “Do Not Track” requests, please read their privacy policies.

Changes to this privacy policy

The Owner reserves the right to make changes to this privacy policy at any time by giving notice to its Users on this page and possibly within this Application and/or - as far as technically and legally feasible - sending a notice to Users via any contact information available to the Owner. It is strongly recommended to check this page often, referring to the date of the last modification listed at the bottom.

Should the changes affect processing activities performed on the basis of the User’s consent, the Owner shall collect new consent from the User, where required.

Updated: July 9,2018

This standard of responding to your questions "in less than one business day" may need clarification.  We consider a "business day" to be: questions received in our offices anytime Monday - Friday from 8 am - 5 pm U.S. Pacific Time.  Our team is available to support you during those hours.

Weekend days (Saturday & Sunday), and posted holidays, are not considered "business days." As for holidays, our support team is available every day the New York Stock Exchange (NYSE) is open. We match their holiday schedule since many of our member's offices are also closed on those days most markets and banks are closed (see below).  

Generally, our offices are closed for 9 holidays per year and we post alerts, well in advance, on the home page of The Trusted Advisor Toolkit in a section called, "News & Announcements"

Therefore questions submitted on weekends and holidays will be responded to by our team promptly on the next "business day." I always like to provide this worst-case scenario as an example for clarity,

"If we receive a member question at 5:15 pm the Thursday before Good Friday, because we're closed Good Friday and over the weekend, a reply should be expected no later than 5:15 pm on Monday. Even though 4 calendar days have elapsed since the question was submitted, 5:15 pm on Monday represents only one "business day."

Of course, if your question is urgent mark it as such and we'll attempt to respond sooner but, if ever you receive a response from us that takes more than "one business day," please "Contact Us" and mark it "For Mark Little: URGENT."  Your note will be delivered directly to me because I'd like to know if ever we fail to meet our response time pledge to you.

We know you're busy, are seriously implementing our system and we take this promise to you seriously.

Regards,

Mark McKenna Little
Founder & CEO
The Trusted Advisor Toolkit™

The 3 programs for implementing Truly Comprehensive Financial Services™ (click here for program comparison)...

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

Every functional system has certain essential and mandatory prerequisites, serving as a foundation, which allow the system to operate smoothly & effectively.

Surprisingly your skilled team will be allowed much flexibility within this system, however there are 7 fundamental prerequisites which must be in place before the system will operate properly.

Most Financial Advisors think they're ready for The Trusted Advisor Toolkit™ ("The Toolkit"), and they're not.  Also, most Financial Advisors fail at implementing all 11 Implementation steps of The Toolkit, not because they are unable, but rather because they're unwilling to step-up to hold themselves and their team accountable to what Ideal Clients expect.

• So if you're thinking about joining The Toolkit, here are The 7 Prerequisites we think are important fully implementing what we know Ideal Clients expect of a Trusted Advisor.
• If you're already a member of The Toolkit and you're not making the progress you hoped, skip to the bottom of this page and review the checklist for why Financial Advisors fail to fully implement this system.

For The Trusted Advisor Toolkit™ to properly serve your Ideal Clients and your Deliverables Team Members you must agree to all of the following fundamental requirements

MARK, WHO IS THE TRUSTED ADVISOR TOOLKIT DESIGNED FOR?...

"I designed The Trusted Advisor Toolkit™ for Financial Advisors, already using our methodology, to more easily scale Truly Comprehensive Financial Services™.

The Financial Advisor I had in mind, while designing The Toolkit, will fit one of two situations.

1. For Financial Advisors already juggling a bunch of Ideal Clients.  So if you currently have 10-15 Ideal Clients, The Toolkit will definitely help your team manage Truly Comprehensive Financial Services™ in an easier, checklist-driven way.

2. The other Financial Advisor situation I had in mind is one who is quickly acquiring new Ideal Clients.  So if you have been adding at least 2 Ideal Clients per quarter, for the last 2-3 quarters, then The Trusted Advisor Toolkit™ will definitely allow you to on-board clients in a more organized  stable and seamless manner.

The Toolkit was designed for Financial Advisors already experiencing some success with our methods who want to run things in a far more orderly, methodical and more structured way.  The Toolkit drives greater team productivity and higher client satisfaction levels. So, if you have less than 10 Ideal Clients and aren't consistently acquiring at least 2 new Ideal Clients per quarter, then you're probably not yet ready for The Trusted Advisor Toolkit™."  -Mark McKenna Little

• Not quarterly, not semi-annually, but roughly every 4 months.
• Monthly Meeting Count: No month has any more or less number of client progress meetings than any other month
• Meeting Rotation: No month has any more or less meeting types than any other month, to spread out the work so the team is not overburdened
• IMPORTANT NOTE: This does not mean you cannot schedule meetings with Ideal Clients when there’s a reason to meet,  URGENT-Mid-Cycle meetings are encouraged when necessary, or required by your client or your Subject Matter Experts.
• The Dry-Run Prep Meeting™: A 20-30 minute internal dress rehearsal must be held 7+ days prior to your client's meeting for the Trusted Advisor conducted by all Subject Matter Experts who contributed anything in preparation for the client meeting (Ideal Client is not present at this meeting)

BEST ADVICE: Every business is accustomed to doing things a certain way (and often struggles with change, even when the change is an improvement).

To achieve the desired outcomes from this system, what works best is to gain agreement from everyone that these 7 Prerequisites for Toolkit System will be fully implemented, on a trial basis & without argument, until all 11 implementation steps have been completed.

Then, after your team has fully and properly implemented the entire Toolkit System if it's then determined that an older legacy process worked better for the client or the overall team, then return to the old way of doing things.

At that point, your team has demonstrated their ability to implement this system and has earned the right to make further improvements, if necessary.  But attempting to change the system before it has been implemented and tried usually says more about team dysfunction than it does about The Toolkit System itself, which has been tested and vetted with Ideal Clients.

3. High Standards: Agree that Ideal Clients deserve the highest of team standards, therefore all Deliverables Team Members agree to be held accountable to all of the following,

• Show up to meetings early (before the appointed time for all meetings to which you've been invited),
• Show respect and courtesy to every other Deliverables Team Member,
• Be highly responsive to each other, and to Ideal Clients,
• Agree to submit all work through the Administrative Manager (AM), and utilize the AM as the primary point-of-contact on all matters,
• Submit all work on or before the deadlines agreed (or to submit The Exception Report™ prior to the deadline to the Administrative Manager)
• In preparing for client progress meetings, each Deliverables Team Member agrees to utilize the 16-weeks in-between client progress meetings and agrees not to wait to the last minute on any work-product (with 16-weeks between meetings the entire team agrees there's no excuse for waiting to the last minute),
• SMEs: Contribute and participate during Dry-Run Prep Meetings™
• SMEs: Collaborate with each other in-between client progress meetings,
• SMEs: Agree to review the work of the other SMEs prior to every Dry-Run Prep Meetings™.

4. Confidential Client Documents: Agree to implement a secured cloud-based file sharing service for team members to access confidential client information and documents,

• Must be able to add & remove an individual team member's access to items at both the folder and the individual file level
• Must be able to create a direct link (generate a direct URL) to individual files
• All documents and files related to an Ideal Client must be accessible, via direct url link, by every Subject Matter Expert assigned to the Ideal Client (even if they are remote or virtual workers who don't have access to your local server or VPN)
• We recommend you stick to the name brands: generally higher levels of security (bigger security budgets) & easier to use (easier UIs).  We can recommend any of the following,
• Google Drive within a Google Apps account (business services)
• Box
• Microsoft OneDrive
• Citrix ShareFile
• DropBox Business (not the regular or free versions)
• NOTE: If you have not yet moved into the cloud and you use one of the following file sharing schemes, please "Contact Us".  Our Technical Team has a 'compatibility work-around' for the Toolkit that they can activate for you in the meantime (it's less than ideal, but safe):
• Shared Folder (other than those listed above)
• Network Drive (LAN)
• Virtual Private Network (VPN)

5. Administrative Manager: Hold Administrative Manager accountable to completing all 11 implementation steps in 16 months or less,

• Understand that having an effective Administrative Manager, serving as project leader responsible for implementing The Trusted Advisor Toolkit™, is a requirement for implementing The Toolkit.
• Hold AM accountable to completing each step in less than 45 days (target: 30 days or less)
• Agree that lingering on any single step for longer than 60 days represents being off-track & requires urgent action to get back on-track
• Administrative Manager agrees to,
• Create The Online Meeting Plan™ at least 60 days prior to every client progress meeting
• Hold Subject Matter Experts accountable to completing all assignments, including Deliverables Checkpoints™, prior to every Dry-Run Prep Meeting™

6. Commitment to Build & Operate As a Team: Build a team of skilled Subject Matter Experts in 10 months or less (coordinated by your Administrative Manager):

• Agree to acquire 5 primary oversight Subject Matter Experts: FP, Tax, Estate, Ins, Money Mgmt
• Agree to hold AM accountable for filling vacancies every 60 days until 5 effective SMEs are in place
• Agree to hold Subject Matter Experts accountable to the commitments on the SME Agreement Form.

7. The 11 Toolkit Reports: Agree to have your Subject Matter Experts create the 9 proprietary toolkit reports in the format provided in The Toolkit.

• The Five Critical Reports™:  Created by your Subject Matter Experts
• 1. The Greatest Probability Strategy™ (GPS) step-by-step implementation plan-of-action: Created by your Financial Planning Subject Matter Expert for every client progress meeting
• 2. The Circle Chart™: Created by your Money Management Subject Matter Expert for every client progress meeting
• 3. The Legacy Flow™: Created by your Estate Planning Subject Matter Expert (updated every 3-5 years)
• 4. The Insurance Grid™: Created by your Insurance Subject Matter Expert & updated annually
• 5. The Annual Tax Projection: Created by your Tax Planning Subject Matter Expert annually
• The 3 Progress Reports™:  Created by your Financial Planning Subject Matter Expert for every client progress meeting
• 6. The Goals Progress Report™ for every client progress meeting
• 7. The Progress Report Since Last Meeting™ for every client progress meeting
• 8. The Progress Report Since Inception™ for every client progress meeting
• 9. Behind The Numbers™: Admin Report (usually Financial Planning Subject Matter Expert) for every client progress meeting
• 10. The Paperwork Sources™: Admin Report (usually Financial Planning Subject Matter Expert) for every client progress meeting
• 11. The Numbers History™:  Created by your Financial Planning Subject Matter Expert for every client progress meeting

Every Team Needs a Goal

Here's Your Team's Goal

• Every member of the team should be focused on achieving The Team Goal.
• It should be everyone's #1 highest priority... since it's all about consistently exceeding Ideal Clients' expectations (what possible priority could possibly trump that?).
• The team deserves to win.  The team deserves to achieve The Team Goal.
• Therefore, every team member contributes to the goal (or else why be on the team)?

The Team Goal requires The 7 Prerequisites

No team has achieved The Team Goal above without the 7 prerequisites in place

CHECKLIST: When Advisors Fail to Fully Implement The Toolkit in 12-16 Months...

...here are the most common clues why

The Trusted Advisor Toolkit™ system usually takes 12-16 months to fully implement all 11 implementation steps.  If you feel your implementation is off-track, slower than you'd like, or you're not yet seeing the benefits of significantly increased client referrals (especially unsolicited client referrals), then going through this checklist will identify nearly every obstacle in your way. You should make this checklist your top priority if...

• ...you are considering joining The Toolkit System, but want to check your internal resolve to see if you're up to the task.
• ...you have been a member of this system for 6-12 months and all 11 Implementation Steps of The Trusted Advisor Toolkit™
  System are not yet in place.
• ...your team is reporting to you things like, "Nobody on our team likes using The Toolkit."

Here are the most common reasons teams fail at fully implementing The Toolkit in 12-16 months...

1. The team leaders' own performance standards aren't particularly high, therefore there's no example of high standards being demonstrated for the team. There's no document detailing the high business standards expected by all team members.
2. The Team Leader is unwilling to,
   • ...place client interests above individual team members’ interests.
   • ...accept that "The Toolkit Standards" are simply "Ideal Client Standards" which are dangerous to ignore if the goal is to increase client referrals, business revenue, and profits.
   • ...limit team membership to professionals who already have processes that are more robust than the toolkit requires (or a team leader who is unwilling to quickly disengage from professionals after it's later discovered their processes are actually not more robust than this system requires).
   • ... notice, and comment, every time deadlines are missed,  or standards are lower than expected.
   • ...continually insist every team member be able to produce evidence of their efforts to exceed the expectations of clients (continually ask,  "show me all the work you've created over the last four months that you feel should have been impressive to a client").
3. The Project Leader is,
   • … unwilling to accept that this role primarily requires management and leadership skills and isn’t suitable for a purely clerical or administrative support person.
   • ...not catching-on that, for them, the Subject Matter Experts (SMEs) are their "internal clients."
   • That the Toolkit is a vehicle for the Project Leader to find ways to encourage SMEs and make it easier for them to do their best work.
   • That it's the goal of The Toolkit not to impose new requirements on SMEs, but rather to help SMEs implement their already impressive processes.
   • ... unwilling to hold the team accountable to high standards, on behalf of the team leader.
   • ...unwilling to reject work from team members... work that isn't up to the standards.
   • ...more committed to making work easier for themselves than making it easier for other team members to do their best, most creative, work for clients.
   • ...more interested in system compliance, checking the boxes, than impressing clients.
   • ...unwilling to seek help from the toolkit team when performance isn't improving.
   • ...doesn't circulate the 2 monthly toolkit reports to team members every single month, without fail.
   • ...fails to follow the toolkit procedure for turning problems, obstacles, lackluster performance, and client complaints into continually improving documented processes.
   • ...unwilling to complete 1 of the 11 steps of the toolkit implementation process every 30 to 60 days.
4. Individual team members who are unwilling to,
   • ...serve on a high-performance team expecting high standards from every member of the team.
   • ...accept and embrace The Team Goal of consistently exceeding Ideal Clients’ expectations as measured by a continually increasing client referral rate.
   • ...make the effort to seek help from the toolkit team, when clients' expectations are not being consistently exceeded. Can't be bothered to seek support when objectives aren't being met.
   • ...Accept that when client referral rates are not increasing, it's because the work the team us producing is not particularly impressive to clients, and they're also unwilling to step-up to get involved in the solution or to aggressively make improvements.

The Guaranteed Outcome

The 7 Prerequisites "Required" only matter if you desire The Guaranteed Outcome

The premise of The Trusted Advisor Toolkit™ methodology has always been that "If you want to impress somebody (anybody) the only way to do that is to have your standards exceed theirs."  If you're able to consistently accomplish that (by implementing, and maintaining, steps 1-11 of this system), then you'll experience The Guaranteed Outcome this system.

The Guaranteed Outcome of The Trusted Advisor Toolkit™ is...

The Guaranteed Outcome of The Trusted Advisor Toolkit™ is...

Once you have implemented all 11 steps of this system, your calendar is filled with Initial Client Interviews™ with potential clients introduced to you by your existing well-served clients

Once you have implemented all 11 steps of this system, your calendar is filled with Initial Client Interviews™ with potential clients introduced to you by your existing well-served clients.

If, after achieving Implementation Step 11 of 11, you are not experiencing The Guaranteed Outcome, then The Senior Toolkit Team will be deployed to proactively serve you for the purpose of troubleshooting and remedying the situation until you experience The Guaranteed Outcome (Your responsibility: Implement the advice given).

NOTES:

• The phrase "implemented all 11 steps of this system" means that you have completed each of the 11 steps as outlined in this system, and you have not proceeded to the next step until all the objective elements of the previous steps have been completed, and maintained as clearly described.
• The phrase "calendar will be filled" is defined by our system as "a minimum of 5 Initial Client Interviews™ with potential clients, on average, each week the Trusted Advisor is scheduled in the office" (Averaging at least one per traditional work day, Monday - Friday).
• The phrase "potential clients introduced to you by your existing well-served clients" in our system means "spontaneous unsolicited referrals" from your existing clients regardless of whether you do, or do not, request referrals.

Efforts Have Been Made To Keep The Requirements To a Small Number

The Trusted Advisor Toolkit™ system is currently being implemented by some of the most skilled Subject Matter Experts around the world; we understand that the reason you invite an expert onto your team is because, in part, they already have a robust process in place to serve individuals who meet your Ideal Client Profile.

So we want to allow your skilled Subject Matter Experts flexibility to utilize as much of their existing process as possible. Our team has gone to great lengths to allow your skilled Deliverables Team Members as much flexibility as possible, while still maintaining the integrity of our system for ensuring Truly Comprehensive Financial Services™ is delivered at standards high enough to impress Ideal Clients.

Therefore we limited these required prerequisites to as few as possible and the result is there are 7 foundational elements we all have to agree upon, as a team, in order for the system to function as expected, and for Ideal Clients to be properly served.

Choose a video to play from the list below.

The 7 Prerequisites Required For Success With The Toolkit

video here

My Trusted Advisor does not want to use a secured cloud-based vault system to store confidential client documents

video here

Download PDF Detailing This Infographic

Download PDF Detailing This Infographic