Trusted Advisor Feedback Program

Thank you for your interest in our Trusted Advisor Feedback Program. This program is being offered to a limited number of trusted advisors who are interested in aggressively increasing their value-added billings in exchange for providing feedback on the system.   Such feedback would include its overall ease of use, the value of various features and modules, and its effectiveness with generating value-added billings.   All feedback will be used to ensure The TASCON^® Business Analyst delivers the highest value possible to its users.

The TASCON^® Business Analyst Commitment:

• Provide Trusted Adviser firms with 1 or more FREE Total Solutions Suite annual licenses for The TASCON^® Business Analyst software.
  • Each license awarded has a value of $1,999.
  • The TASCON Group will determine how many licenses are issued based upon the size and services offered by each trusted advisor.
• Provide personal training on The TASCON^® Business Analyst.
• Training to be conducted via Webinars or in-person as determined by The TASCON Group.

• If additional licenses are desired during the program, license fees will be discounted by 50% from the current published rate for the duration of the program.
• There is no obligation to purchase licenses at the end of the program.

Trusted Advisor Commitment:

• Proactively market value added services utilizing The TASCON^® Business Analyst to clients and prospects.  
• Provide monthly and quarterly input to The TASCON Group regarding usage and experience with the system.
• Agree to provide a testimonial if the system successfully increases value-added billings.

Next Step?

If you are interested in being considered for this program or if you have additional questions, you may call The TASCON Group at 866-827-6349 or email us at: tascon@thebusinessanalyst.com. For a complete overview of The TASCON^® Business Analyst go to: www.TheBusinessAnalyst.com.

Note: The TASCON Group reserves the right, at its sole discretion, to determine which firms are selected for this program.   Decisions will be based upon a variety of factors, including but not limited to, size of firm, client mix and type, location of firm offices, experience of partners and associates, and how committed the firm would be to marketing value-added services utilizing The TASCON^® Business Analyst.

  Trusted Advisor Feedback Program Application.pdf