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How is Advisor PACT™ related to The Trusted Advisor Toolkit™?
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by
Ian A. Hood
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published
Oct 24, 2018
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last modified
Dec 21, 2018 12:22 PM
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.
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FAQ
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What is The Trusted Advisor Toolkit™ (aka: The Flagship Product)?
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by
Ian A. Hood
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published
Oct 24, 2018
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last modified
Dec 21, 2018 12:09 PM
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.
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FAQ
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What is the Advisor PACT™ (or Toolkit) "Fast Track"?
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by
Ian A. Hood
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published
Oct 24, 2018
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last modified
May 30, 2024 01:27 PM
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.
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FAQ
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What is the Time Commitment for The AdvisorPACT Monthly Program™
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by
Ian A. Hood
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published
Oct 24, 2018
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last modified
Dec 21, 2018 12:15 PM
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
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FAQ
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LIVE Support
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by
Ian A. Hood
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published
Jan 13, 2024
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last modified
Jan 22, 2024 02:49 PM
New for 2024 we offer daily office hours where Trusted Advisors, their Administrative Managers and other team members are invited to show up for assistance. See the schedule and link below!
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Marks-Hours-2024-01.png
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by
Ian A. Hood
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last modified
Jan 13, 2024 12:23 PM
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LIVE Support
