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Episode 3: Becoming indispensable by making an Advisor PACT™, and preparing for an extraordinary client meeting experience

"In this Advisor PACT™ Monthly Session, Mark McKenna Little explores the difference between standard and extraordinary leadership within financial practices . He opens by defining leadership maturity—the ability to elevate conversations from transactional to transformational—and challenges advisors to stop “managing” and start leading. Mark explains that the best leaders don’t simply direct; they inspire others to take ownership of results. He introduces The Four Levels of Leadership™: Personal Leadership – mastering your own discipline and mindset. Team Leadership – aligning your Deliverables Team™ through accountability and trust. Client Leadership – guiding clients with Protection, Attention, Coordination, and Transparency. Industry Leadership – setting a new standard others emulate. Throughout the session, Mark illustrates how leadership maturity compounds—transforming practices from reactive to proactive and turning the advisor into a Financial Leader™ capable of creating Spontaneous Unsolicited Referrals™."

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