Hi Mark: I'm familiar with your work ever since the early 2000's and I like it a lot!! The TrustedAdvisorToolkit.com™ system 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 offer.  

Risk reversal is a key factor in any big decision. If it turns out that this is not a good "fit" or I am not receiving enough value, what is your refund or termination policy?

FYI, I am a comprehensive fee-only advisor.

Thanks for the great work!!!    - Bob

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 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.

For advisors highly conflicted about whether this system is a "good fit" for them, I might suggest this... Wait until after the Launch Week Special Pricing and content ends on the 11th of September.  The system may then be acquired for the regular price of $125/month with no front-end investment and may be cancelled at any time (and we won't bill the next month).

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

Rather than a guarantee, consider our promise

I'm not aware of a single other program (other than Bill Bachrach's) which promises a specific outcome to financial advisors on a timetable.  Here's what we promise:  If you do everything we recommend for you to do, in less than 16 months you will be delivering fully comprehensive financial services to your ideal clients, as their Trusted Advisor, through a Deliverables Team of Best-in-Class Subject Matter Experts of between 7 - 10 (mostly outsourced) professionals so that you are indispensible to your clients and worthy of even higher levels of compensation.

Check to see if you meet the Ideal Advisor Profile,

- Mark

Click Here for details about how to join our system