How is Advisor PACT™ related to The Trusted Advisor Toolkit™?
by
Ian A. Hood
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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.
Advisor PACT allows you to learn about Truly Comprehensive Financial Services™ (TCFS), what it takes to deliver TCFS and prepares you for The Toolkit all at once, but at a more comfortable pace and price.
If you know you want to qualify for The Trusted Advisor Toolkit™ as soon as possible, The Advisor P.A.C.T. Monthly Program™ has a "Fast Track" program to progress faster than monthly.