The Advisor Toolbox

A collection of completely unique tools, services & resources recommended and/or created by the best and most successful advisors nationwide.

Overview of our most popular resources:

Coaching & Training

Advisor Coaching

Leading Advisor Discover the Inspirational Clear Your Roadblocks™ Coaching Program and the Scientific One Page Business Plan™ Coaching Program as your way to blaze the…

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Team Development

by Pellegrini Team Consulting

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Don’t Worry, Retire Happy!

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College Funding

Insurance Tools

Marketing & Prospecting

Succession Planning

Business Succession Planning

Increase your AUM and sell more life insurance by tapping into the baby boomer business owner market.

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Legacy Succession – The Family Meeting

An unlimited referral source. The Family Meeting is THE #1 strategy that Top Advisor Jim Silbernagel attributes the majority of his success. Jim’s personal practice…

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Tax Planning

MidasIQ – Tax Savings


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Free Consultation with Rao Garuda

Are you interested in making more money, making your client more money, and giving less money to the IRS?  Billionaire prospector and Industry renowned financial…

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Back-Office Tax Services

Let’s save your clients some money!

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Get into the psychology of saving with your clients – on autopilot! Help them learn better saving habits, as well as free up more of…

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P3C Tech

Technology Services & Computer Repair

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Amazing Life Agent Training

Discover the Secrets of Going Virtual and Generating Your Own Leads™ with Pro Membership to guide the way to your Virtual Office…   8 Modules…

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