Master Glossary
The master glossary of terms and acronyms associated with the Trusted Advisor Toolkit™.
-
The Trusted Advisor Toolkit™
- The Trusted Advisor Toolkit™ is the world's first Comprehensive Financial Services Delivery System for financial advisors who serve individuals and families.
The Toolkit is a cloud-based, turn-key business management operating system for financial advisors. The system organizes delivery of comprehensive financial services through a Deliverables Team of Best-in-Class Subject Matter Experts.
The Toolkit helps a financial advisor build and lead a Deliverables Team of Subject Matter Experts to provide Truly Comprehensive Financial Services™ through 142 Deliverables Checkpoints™ completed for each Ideal Client on an annual basis.
The Toolkit is a project-management tool designed to deliver an extraordinary client experience by meticulously orchestrating two things...
- Extraordinary client progress meetings
- Energetic post-meeting follow ups by your team of Subject Matter Experts who deliver Truly Comprehensive Financial Services™ -
TIG
- The Insurance Grid™
-
TLF
- The Legacy Flow™
-
TMP
- The Three Meeting Process™
-
VBFP
- Values-Based Financial Planning™
-
VBFPO
- Values-Based Financial Planning Office™
