Toolset members get access to everything in the Mindset and Skillset Memberships...

• A community of like minded attorneys dedicated to personal growth and collaboration ($2,500 value)
• Cross-referral opportunities for legal services through the network ($5,000 value)
• Monthly Print Newsletter with referral letter template to grow your business ($2,500 value)
• On demand training sessions on core principals of financial advocacy ($1,788 value)
• As needed access to vetted solution providers to implement for clients ($5,000 value)
• Membership recognition and promotion package ($2,500 value)
• Licensed marketing materials to inform and educate ($5,000 value)
• Invitation only trainings with industry experts to build your understanding of core planning principals ($997 value)
• Licensed access to turnkey solutions ($7,200 value)
• Licensed access to turnkey marketing programs ($25,000 value)
• Lead generation programs ($5,000 value)
• Qualification for AdvocateAccess Legal fee compensation program ($2,000 value)
• Qualification for AdvocateAware Marketing fund program ($25,000 value)
• Sixty-minute one-on-one on-boarding and coaching sessions ($3,000-$24,000 value)
• Monthly Open office coaching and training sessions ($25,000 value)

PLUS

• Guidance and direction for licensing and registration ($20,000 value)
• Complete back-office solution ($10,000 value)
• Access to insurance providers and asset managers ($10,000 value) 

TOTAL ANNUAL VALUE: $190,485

WE CHARGE ONLY: $6497