What is The Trusted Advisor Toolkit™ (aka: The Flagship Product)?

In that situation, moving into our flagship program is ideal. You will enter financial goals for every Ideal Client into The Toolkit, and our system will create a secured The Online Meeting Plan™ (OMP) for each and every upcoming client progress meeting.

Your team of Subject Matter Experts will utilize the OMP as a checklist to ensure nothing ever falls through the cracks for that meeting with that client. These meeting plans contain countdown checklists and individual assignments including Mark's 143 Deliverables Checkpoints™ which monitor every aspect of a client's financial life.  The Toolkit turns each client progress meeting into a group project so that your team can work together to exceed every Ideal Client's expectations.

To learn more about The Toolkit we recommend you go through all the free content that's there, such as The Kate Wilson Full Case-study and the Frequently Asked Questions (FAQs).

Note that The Toolkit and The Accountability Coach sites all use the same log-in information as Advisor PACT!

If you have already registered at one, you can log in to the others with the same email and password (as a free member only).  Changing your password on one, changes it on all 3 sites.