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Trusted Advisor Program™ (TAP)

Because Values-Based Financial Planning™ and High-Trust Leadership™ represent professional skills, they need to be refreshed and refined continually. Just as taking one golf lesson will not make you a “Legend of the Links,” you’ll need to “go back to the driving range” (i.e., attend Academies) to maintain and improve your skills over time. To facilitate that, we offer the Trusted Advisor Program™ (TAP).

An investment in TAP provides the first indication that you are serious about your commitment to becoming a Trusted Advisor. It also offers an extremely cost effective way to “stay plugged in” by attending Academies on a regular basis over the life of your career.

Testimonials:

Click here for testimonials

This Program is offered by invitation only and is non-cancelable. Please contact your Accountability Coach (800-347-3707) to receive additional information, as well as to determine whether this is an appropriate investment for you for which you may receive an invitation.












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