Hi Mark:

I'm familiar with your work ever since the early 2000's and I like it a lot!! The Tool Kit looks great and I think this might be a pretty good fit for my kind of practice. Unfortunately I didn't notice any kind of Guarantee in your sales offer. Risk reversal is a key factor in any sales message and shouldn't be overlooked.

I'm a little concerned that there may be a significant amount of overlap with the systems that I'm already implementing. The up-front fee of $875 appears to be very reasonable (I think) and the continuity of $87/month also appears very reasonable (I think) however, if it turns out that there is a significant amount of overlap and I am not receiving enough value, what is your refund or termination policy??

FYI, I am a comprehensive fee-only advisor that has been "Done" for approximately 2 years. I study directly with Dan Sullivan at The Strategic Coach and also work with Dan Kennedy and Bill Glazer at the Glazer-Kennedy Insiders Circle.

Thanks for the great work!!! Go Frogs!!!

Bob Olsen

Hi Bob,

With so many advisors from all over the world having successfully implemented this platform (including myself), there is no question of whether our system works. I've beta-tested this platform for nearly a year and our most successful advisors have commented about the unique and unusually "tactics oriented" content.


That said, I am concerned that only financial advisors who are a "good fit" invest in this system. So rather than a "guarantee" the monthly service may be cancelled at any time (and we won't bill the next month) and I have allowed (against my better judgement) a 48 hour review of the entire content once an advisor invests in our system. In other words, once an advisor joins they may look over all the content in our system and if they feel they are unable to implement the content, they can E-mail Support@TrustedAdvisorToolkit.com and we'll refund every dime with no questions asked.

Bob, we've learned over the years that it really does all boil down to...
- Finding advisors who are "coachable" and,
- Serious about following a plan to actually implement

I've included the "Ideal Advisor Profile" below,

All the best in implementing Bob,

Mark

The ideal advisor for The TrustedAdvisorToolkit.com™ (TATK) turn-key practice management system is one who is,

- Committed to delivering fully comprehensive financial services to all of your Ideal Clients,

- Coachable and willing to accept advice and guidance,

- Willing to build a Deliverables Team of experts to help deliver comprehensive financial services
 
- Has at least one administrative support person

- Likes the idea of having a structured process for delivering a checklist-driven system of comprehensive financial services,

- Is willing to invest the time saved by this system in Client Acquisition Activities.