Frequently Asked Questions for those contemplating joining The Toolkit
Who is The Ideal Advisor For This?
What is The Ideal Advisor Profile for The Trusted Advisor Toolkit™?
What exactly is this system?
What exactly do financial advisors get when they pay for this practice management system?
After I Join, Can I Quit Your Program?
What's the process for leaving the program, if it's not a good fit?
How do I train my assistant to utilize this system?
What sort of training will I need to provide to my administrative support people in the office?
How will this system help me build my Deliverables Team?
I would like support recruiting and building my Deliverables Team of Best-in-Class Subject Matter Experts. What will this system offer by way of support?
What’s the process after I join?
Once I invest in this practice management system, what are the immediate "next steps" for me?
Why should I work with this system?
What makes this system different from others practice management systems?
What if I am a fee-only advisor?
Will The TrustedAdvisorToolkit.com™ (TATK) turn-key practice management system be a good fit for me?
What if I am a commission-only advisor?
Will The TrustedAdvisorToolkit.com™ (TATK) turn-key practice management system be a good fit for me?
Why do you refer to this as a "Practice Management Operating System"
What's the difference between an "operating system" and a website?
Are we required to invest in all the resources listed?
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?
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, why are you doing this?
Why are you spending so much time and energy helping financial advisors?
