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2 Days Left

by Mark Little — last modified Sep 10, 2009 02:20 AM

Much of the special content will be available after this week, but not everything

two days left

As of the writing of this email, there are 2 days, 5 hours and 28 minutes until the end of our Launch Week special pricing and content for The TrustedAdvisorToolkit.com™ (TATK) turn-key practice management operating system for financial advisors.

 This offer, which ends this Friday, is fully described here:
http://tinyurl.com/NowLive

Much of the special content will be available after this week, but not everything.  Let me focus on one thing which will go away after this week.  Currently I am offering a full and objective practice management assessment along with a coaching call with me resulting in an implementation plan tailored to the current state of your practice.  That assessment and coaching by me will not be available after the offer ends on Friday (I'll be busy fulfilling my commitment to those who joined our community this week).

Also, I want to show you how responsive my team is to advisor feedback.  The launch week special (ending Friday) bundles a monthly fee for access to our system with many other resources (which are fully described through the link above).  While the up-front investment is modest, we had several advisors ask if we could split it into two payments, SO WE DID!

Every day since we went live last Friday, I have received many questions.  Financial Advisors are great at getting to the bottom of issues and you'll see that many of these questions are pointed, penetrating and focused on those issues that put the value of our system in a nutshell for them.  Check out my responses to these "bottom line" issues brought up by advisors: http://tinyurl.com/LaunchQs

 Here are a sample of the questions (and I have responded to every single one):

 - Is there a guarantee?

 - What is the "Ideal Advisor Profile" for this system?

 - Does this program conflict with other programs I'm in (Strategic Coach, Bill Good, Peter Montoya, Dan Kennedy et al)?

 - What's the process after I join?

 - How do I train my assistant to utilize this system?

 - Are we required to invest in all the resources listed?

 All of these and other FAQs are answered at:
http://tinyurl.com/LaunchQs

Even though the "launch week" special pricing and content will end at 11:30 P.M. this Friday the 11th, the basic system will still be available after that, along with some of the additional resources being offered this week.

Cheers,

Mark

P. S. If you haven't already, you will enjoy reading what other financial advisors have to say who are in the process of implementing what we teach.  Check out what advisors who have had success with my methods have to share with you (click here & page down to the advisor comments):
http://tinyurl.com/NowLive.

P. P. S. For those who are contemplating if this system is a good fit or not right now, keep an eye on our blog, where I'm responding to many questions from advisors. Here's the blog: http://blog.trustedadvisortoolkit.com/

P. P. S. If you are a CAPP Advisor or a Mastery Series 3 (M3) owner and wonder how the launch of our system affects you, check out some issues I've posted for you at: http://trustedadvisortoolkit.com/m3
(I can assure you, if this applies to you, you'll know who you are).

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clarification for M3 owners

Avatar Posted by Jack Lumsden at Sep 26, 2009 03:33 AM
Hi Mark: for clarification, as M3 owners, I understand we have access to the site until M3 delivered.

Question:

Do we have access to all of the implementation stuff (practice assessment, conferance call ) until then, or do we have to pay for that separately.

Thank you

Jack

You are correct Sir!

Avatar Posted by Mark Little at Sep 27, 2009 12:58 AM
Yes, Mastery Series 3 owners (From Bachrach & Associates) will have access to The Trusted Advisor Toolkit™ until Module 8 ships out.

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Weblog Authors

Lorri Morin

Lorri Morin

Mark Little

Mark Little

Mark Little

Mark Little
Mark McKenna Little Speaker, Author & Trusted Advisor. In 1999 I was ready to leave the financial services industry; not because I wasn’t financially successful (I had built a multi-six figure business), but because I was overwhelmed. I had waaay too many clients & worked 84 hours per week. Rather than quit my business, I decided to try one last thing: I became passionate about relentlessly creating and implementing organized documented systems and processes into my practice. I was able to reduce my workweek to 3 days a week while quadrupling my income to well over $1 million per year of predictable recurring revenue.

Mark Little

Mark Little