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Advisor: Client Document Vault

by Mark Little — last modified Oct 04, 2009 10:20 PM

Mark, have you considered adding a secured client document and data vault to The Trusted Advisor Toolkit™ for advisors and their teams to upload, download, store and search for documents required for progress meetings?

 

Mark's Response: Yes,  we have just launched The Trusted Advisor Toolkit™ version 1.0

Version 2.0 will have an "intranet" for you office to create and store documented processes for your office.

Version 3.0 will include a client document vault as you have described.

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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