September
Sub-archives
Sep 15, 2009
Securities Commision pushes to abolish commissions
The securities regulators have recommended that securities commissions, fees for "assets under managment' and the vast majority of other methods currently used to compensate financial adviosrs be abolished in an admission that investor protection laws are inadequate... read more...
Sep 12, 2009
How to invest in The Trusted Advisor Toolkit™
This turn-key practice management operating system is for professional financial advisors who are committed to offering fully comprehensive financial services through a Best-in-Class team of Subject Matter Experts read more...
Sep 10, 2009
2 Days Left
Much of the special content will be available after this week, but not everything read more...
Sep 09, 2009
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? read more...
Sep 08, 2009
3 Days Left
The special pricing and additional content I'm offering during "Launch Week" will End Friday the 11th of September at 11:30 P.M. Pacific Time (GMT -8) read more...
Sep 07, 2009
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, Ron Carson's program et al. read more...
Sep 06, 2009
Who is a good "fit" for this system?
What's the Ideal Advisor Profile, what's the cost & is there a guarantee? read more...
Sep 05, 2009
Is there a guarantee offered with this system?
Sep 04, 2009
Answers to your questions
I've received many questions from financial advisors about The Trusted Advisor Toolkit Practice Management Operating System, here is my response to many of them... read more...
"Houston... We're Live!"
The TrustedAdvisorToolkit.com™ (TATK) turn-key practice management operating system is now "up," fully activated and now available for financial advisors to join read more...
Sep 03, 2009
I could use your advice...
I appreciate all the questions and ideas related to the launch of our turn-key practice managment operating system scheduled for 9:00 A.M. Pacific Time this Friday (September 4th), BUT I HAVE ONE QUESTION FOR YOU... read more...
Sep 02, 2009
Countdown to the launch of our system
On today's webinar I announced that Friday September 4th at 9:00 A.M. Pacific Time (GMT -8) will be our "go live" date for The TrustedAdvisorToolkit.com™ practice managment operating system. Add any questions you have here (Add Comments below and I'll respond to as many as I can) read more...
