What is the Advisor PACT™ (or Toolkit) "Fast Track"?

As you complete each module of The Advisor P.A.C.T. Monthly Program™ you are asked to self-assess your level of implementation.  Fast Track members are permitted to request their next module early, as soon as they have fully implemented their current modules.

Requesting the next module early: When Fast Track members are satisfied they have implemented the current modules, they may Attend Office Hours (here) or "Contact Us" to request a quick call with a senior member of the Advisor PACT team to review their progress and (if they're ready) to release the next module.  These review meetings are also a chance to ask related questions about the Toolkit.  In this way Fast Track members are able to fully implement the first 15 modules in much less than a year.

If you do not complete your current modules early, the program will resume delivering new modules monthly.  Fast Track members can still request a new module whenever they have completed all of the modules since their previous call.

After the 15th module it will be time to assess your needs for the coming year. This may include updating your Vision & Goals as well as assessing membership in the Toolkit to determine if it is a good fit.  Because the Toolkit is invitation only, the ongoing APM Fast Track reviews make the Toolkit assessment process much easier for both parties.  Any APM subscriber may request a review call after self-assessing the first 15 modules.

Note: Fast Track is not a requirement for Toolkit preparation, it's simply an option for those who want to go full pace and to be assessed rigorously along the way.

You can Join The Fast Track any time just by signing up.

* all calls are contingent upon the member's account being in good standing