FAQ
How is Advisor PACT™ related to The Trusted Advisor Toolkit™?
The first 15 modules of The Advisor P.A.C.T. Monthly Program™ are the exact same ones as in The Trusted Advisor Toolkit™ (our flagship product). We ask Financial Advisors interested in The Toolkit to start with this entry level program since it's so much less expensive.
The First 15 Modules: Titles and Descriptions
Each month you'll receive the next module in the series for a period of 30 or 60 days. Some of these first 15 modules are paired together, making up the first 12 months worth of projects. Here's what you'll get in the first year.
What is the Advisor PACT™ (or Toolkit) "Fast Track"?
For those who want to qualify for The Trusted Advisor Toolkit™ as soon as possible, The Advisor P.A.C.T. Monthly Program™ (APM) has a "Fast Track" option which allows an Advisor to progress as fast as they are able to implement each module.
What is The Trusted Advisor Toolkit™ (aka: The Flagship Product)?
Our Flagship product (called The Trusted Advisor Toolkit™) is training, support and software to deliver Truly Comprehensive Financial Services™ and is meant for advisors who have more than ten (10) Ideal Clients and are adding new Ideal Clients at a fast clip.
What is the Time Commitment for The AdvisorPACT Monthly Program™
For me, I could not think of many higher priorities in my business than working to exceed my existing clients' expectations with the objective of driving and increasing client referrals. Therefore I blocked large chunks of time each week implementing all the content you're currently receiving in these modules. ~ Mark
Master Glossary
The master glossary of terms and acronyms associated with AdvisorPACT™ and the Trusted Advisor Toolkit™.