Advisor: Where do I start?
I am new to The Trusted Advisor Toolkit™, where do I begin?
Mark's Response: From the home page click on "My 16 Month Plan" for your first 6 implementation steps, which will comprise your first 30 days' activities.
Implementing these steps will put you on an accelerated path to implementing even more fully comprehensive financial services through a Best-in-Class Deliverables Team of Subject Matter Experts.




