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You Have Been Invited to Mark’s Monthly Live Q&A Sessions!

by Ian A. Hood —

The Monthly Session™ is a group get-together online for you and your team to get live coaching from Mark. 

We cover critical content, answer pre-submitted questions and allow anyone attending to ask about anything they're struggling with. This allows to get more detailed support when a simple email (or contact form) won't do.

With these live monthly sessions there's no need for you or your team to get stuck or face obstacles without our help.

We encourage the Trusted Advisor, their Administrative Manager (AM), the AM’s Assistant or their Director of Client Services (DCS) to attend live (and/or watch the replays each month) to gain solutions to issues that other advisors are also struggling with.

 The Monthly Session™ tab (in the main menu) is where you can:

    • Register for the series.
    • Submit questions for the next session.
    • Find upcoming sessions dates.
    • Access to past session replays.

Note that The Monthly Session™ tab exists only here on the AdvisorPACT.com website, visible only to logged-in members with the appropriate access permissions.

How To GAIN Access To The Monthly Session™ tab:

1. Do you already have a login for TrustedAdvisorToolkit.com or AdvisorPACT.com?

      • If YES:

Log in to AdvisorPACT.com using the exact same login (email & password) as the Toolkit. Your access is already set up.

IMPORTANT: The two sites (AdvisorPACT.com & TrustedAdvisorToolkit.com) use the same login information, so if you change one you have changed both.
Please use the ‘Forgot Password’ if you need to, or Contact Us (top right menu on every page).

      • If NO:

Please (click here) to sign up for a free user account at AdvisorPACT.com

Note this is NOT the same as registering for the Sessions. This just gets you a site login.

 

2. Can you see The Monthly Session™ tab when logged in to AdvisorPACT.com?

      • If NO then please Contact Us (top right menu) for additional assistance (we'll need to grant you access permissions).
        Please tell us:
        • your name, 
        • the email you registered with and 
        • the name of your TrustedAdvisor.

      • If YES: Navigate to the page and Register for the LIVE sessions, etc.

        Registration gets you a link that is unique to you for the entire series and automates email reminders. It’s not necessary if only watch the replays.
        Use the sessions page to Submit your questions, view upcoming sessions and access all of the Past Session Replays.

Everyone with access is sent an email notification whenever new replays are posted.

If you have any questions or need any further information please Contact Us via the link in the top right menu.