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We all know that the advisor who offers the most comprehensive services is the most indespensible to their clients and commands the highest compensation.

My goal with this blog is to share tools and resources to help financial advisors offer even more fully comprehensive financial services to their clients.


All the best in Implementing,
Mark

The TrustedAdvisorToolkit.com™

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New Progress Report Instruction Videos

by Mark Little — last modified Oct 28, 2009 12:30 AM

In response to feedback from members of The Trusted Advisor Toolkit™ we have replaced the single video tutorial about how to create "Progress Reports" for client progress meetings with six videos detailing the process much more thoroughly.

 

Many thanks for the great input which allows us to explain things better for both internal and external Deliverables Team Members (DTMs).

If you are a full member of The TrustedAdvisorToolkit.com™ (TATK) turn-key practice management operating system group coaching program, login first then click this link:
http://trustedadvisortoolkit.com/processes/delivering_on_the_promise

Also, the audio recording of our last group coaching call is also live. Members of my group coaching program may log in and then click this link:
http://trustedadvisortoolkit.com/community/events/bi-weekly-group-coaching-call-3.ics

Cheers,

Mark

P.S. If you aren't currently a member of The Trusted Advisor Toolkit™ Group Coaching Program (and your access was denied to the links above) here's information about the program:
http://trustedadvisortoolkit.com/offer

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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