"This is brilliant! To me, this was always the piece that has been missing in my practice. Thank you so much for all of the time and effort you have put into this project. It was done with perfection and this is a huge step in completing the journey of not only building the ideal client community, but now keeping them intact by actually knowing how to run a true comprehensive planning office and implementing something very few other advisors are doing.
I have just changed all of my ideal clients to The Three Meeting Process going forward, which is going to save me 67 meetings from what I was doing before and I am definitely offering them much more service."
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Rick Zurbriggen
Trusted Advisor
Sanibel, Florida |
"Mark, I want to thank you for setting up this fantastic website resource - I am so looking forward to using your information to help us become a "well oiled
machine" and am enjoying beginning to work extensively with my Administrative Manager with the toolkit. We are totally excited about the value you have brought to our progress meetings and client deliverables processes."
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Jack Wenaus
Trusted Advisor
Edmonton, AB |
"Thank you for all the wonderful systems and tools you are putting out on The TrustedAdvisorToolkit.com™ site. What a difference it is making in our office. We find The Three Meeting Process™ diagram extremely useful since my team can simply click on the type of client meeting we are having at the time and find all the appropriate tools, processes and systems categorized by meeting allowing them to be so much more pro-active and in turn freeing up my time to focus more on client acquisition."
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Dominique Vercaemert
Trusted Advisor
Charlotte, NC |
"I recently acquired a best-in-class Financial Planner on my Deliverables Team. We sat down with the whole team and mapped out every step of our work flow. How cool it was! Now we have a checklist so we can stay on track. Mark, your Best Way™ tool alone is worth 'the price of admission!'"
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Kevin Collier
Trusted Advisor
Hendersonville, TN |
"Mark, The TrustedAdvisorToolkit.com™ site has been very helpful and the guidance has been awesome. It has allowed us to be more concise and consistent with our deliverables. Thanks again for everything."
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Tony Lofaso
Trusted Advisor
West Palm Beach, FL |
| "My team and I are using The TrustedAdvisorToolkit.com™ site more than I thought we ever would, to use the reports and graphs. I know that these tools enhance my client progress meetings and provide more value to my clients. Mark makes us look so good. Thanks for all the time and talent that you have put into this project." |
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Ron House
Trusted Advisor
Warrenton, VA |
| "You are an inspiration to all of those "one man banders" out there who really want to be the Symphony Conductor! " |
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Brad Berger
Trusted Advisor
University Place, WA |
Mark will share how to Deliver fully comprehensive financial services through a Best-in-Class Deliverables Team of Subject Matter Experts. You will learn how to build it, delegate it and orchestrate it:
