Episode 2: First steps to delivering Comprehensive Financial Services, developing client deliverables and setting compensation

"In this Advisor PACT™ Monthly Session, Mark McKenna Little answers one of the most important questions every advisor faces: “I’ve just decided to deliver Truly Comprehensive Financial Services™—what do I do first?” He outlines six critical steps to lay a solid foundation. First, establish a Three-Year Vision Narrative™—a detailed written story of what your life and business look like three years in the future. This becomes your guiding compass. Second, clearly define your Ideal Client Profile™—both the financial and personal qualities of those you serve best. Third, articulate your Client Deliverables™ and explain them with clarity so clients understand the value they’re receiving. Fourth, simplify your Compensation Model™—offering either Truly Comprehensive Financial Services™ or a one-time Comprehensive Written Lifetime Financial Strategy™. Finally, develop strong answers to the Ten Pivotal Questions™ and track your Potential Client Interaction Time™—the leading indicator of growth. Mark closes by reminding advisors: confidence and clarity—not complexity—drive success."