Who is The Ideal Advisor For This?

The Trusted Advisor Toolkit™ (the toolkit) was designed for financial advisors who are focused on substantially increasing the level of services as well as referrals received by Ideal Clients while building and leading a skilled team who will deliver an Extraordinary Client Experience while exceeding client expectations.

• The toolkit is a unique online software system to help successful advisors coordinate and deliver Truly Comprehensive Financial Services™ through a Deliverables Team of Subject Matter Experts.
• The Toolkit is the world's first Comprehensive Financial Services delivery system for retail financial advisors.

For advisors who are not yet ready for The Trusted Advisor Toolkit™, we offer The Advisor P.A.C.T. Monthly Program™ (APM), which is an entry-level program for Financial Advisors.

Trusted Advisor Toolkit™ is best for financial advisors who can say...

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.

• Truly Comprehensive Financial Services™: I am fully committed to delivering Truly Comprehensive Financial Services™ to all of my best clients.  My Ideal Clients
• I understand this is a process which will require commitment
• I recognize that, as with anything significant, I will provide leadership to keep implementation moving forward, even when I don't want to
• I realize that those I lead may view this as "more work" and my role is to keep them focused on becoming indispensable to our Ideal Clients by continually encouraging and nudging them forward if or when they stall out

• Building & Leading a Team: I'm committed to delivering Truly Comprehensive Financial Services™ through a team, which I will build.  I will implement The Toolkit's 12-step The Deliverables Team Recruitment Process™ to build and lead my team of Subject Matter Experts.  I will use The Toolkit's recruitment process to acquire all the following Subject Matter Experts, to be paid for by Ideal Clients as I acquire them,

1. Financial Planning Subject Matter Expert
2. Tax Planning Subject Matter Expert
3. Money Management Subject Matter Expert
4. Estate Planning Subject Matter Expert
5. Insurance Subject Matter Expert

• Commitment To "Forward Progress" Every Month: I am committed to keeping my team focused on making forward progress every month along the 11 steps to implementing Truly Comprehensive Financial Services™.
• The Toolkit is an advanced program designed for advisors who are fully committed to delivering Truly Comprehensive Financial Services™ and exceeding clients' expectations (both of which are full-time efforts)
• Skilled Administrative Manager: I currently have at least one (1) skilled and committed administrative support person.
• At least one of my current administrative people is both able and willing to serve as the project leader coordinating the implementation of The Toolkit system.
• This person is skilled both administratively and as a manager (leader) of people.
• I desire a detailed system for serving clients: I fully understand that The Toolkit System is for serving Ideal Clients I currently have, and those I will acquire in the future.
• I plan to "scale:" I want to scale both my business size (the number of Ideal Clients) while at the same time increasing my client service ratings as I add Ideal Clients, rather than experiencing diminished client service ratings as most Financial Advisors do as they grow.
• I don't need a Client Acquisition system: I understand that The Toolkit is a Comprehensive Financial Services delivery system, not a marketing system, therefore I already have an effective client acquisition process and I will be adding multiple Ideal Clients in the months ahead. I'm joining The Toolkit in anticipation of this growth in adding Ideal Clients.
• I want to qualify for The Guaranteed Outcome of The Trusted Advisor Toolkit™:

The Guaranteed Outcome

"After qualifying for each of the 11 implementation steps of The Trusted Advisor Toolkit™, we will be providing Truly Comprehensive Financial Services™ through a skilled team of 5 Subject Matter Experts who are delivering an Extraordinary Client Experience by consistently exceeding our Ideal Clients' expectations.

Within 16 months, the outcome of which will be spontaneous unsolicited client referrals ample and sufficient enough to result in at least five The Initial Client Interviews™ every week the Trusted Advisor is present in the office"

To qualify for The Guaranteed Outcome, you must

1. Meet every criterion of this Ideal Advisor Profile

2. Agree to The 7 Prerequisites Required By “The Toolkit”

3. Qualify for all 11 implementation steps of The Trusted Advisor Toolkit™ within 16 months after joining The Toolkit System.

The Guaranteed Outcome is more fully described here...

• I can afford The Toolkit System: In reviewing my estimated business revenue projected over the next 12-months The Trusted Advisor Toolkit™ monthly access fee will not exceed 10%. read more...

The Trusted Advisor Toolkit™ is one of 3 programs we offer Financial Advisors.  All 3 programs are described at www.BecomeReferable.com

SPECIAL NOTE: The Guaranteed Outcome is only valid for full access Toolkit Direct™ members in good standing with The Trusted Advisor Toolkit™ after their 16-month of membership in the system. The Guaranteed Outcome is more fully described here...