Who is a good "fit" for this system?
What's the Ideal Advisor Profile, what's the cost & is there a guarantee?
1 of 3. The Ideal Advisor Profile:
The ideal advisor for The TrustedAdvisorToolkit.com™ (TATK) turn-key practice management system is one who is,
- Committed to delivering fully comprehensive financial services to all of your Ideal Clients,
- Coachable and willing to accept advice and guidance,
- Willing to build a Deliverables Team of experts to help deliver comprehensive financial services
- Has at least one administrative support person
- Likes the idea of having a structured process for delivering a checklist-driven system of comprehensive financial services,
- Is willing to invest the time saved by this system in Client Acquisition Activities.
2 of 3. What's monetary investment for this system?
Click Here for details about how to join our system
I want to show you how responsive my team is to advisor feedback. The launch week special (good through Friday the 11th of September) bundles a monthly fee for access to our system with many other resources (including coaching and an assessment of your current situation, which is 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!
Also, This system may be joined by advisors for a flat monthly fee (cancel anytime) after the "launch week special" (available after Friday September 11th).
3 of 3. Is there a Guarantee?
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).
We've learned over the years that it really does simply boil down to finding advisors who are...
- "Coachable" as evidenced by their willingness to accept advice from experts, and...
- Are serious about following a documented plan to actually implement this operating system.
Check to see if you meet the Ideal Advisor Profile,
