Episode 10: Why do people dislike “financial advisors?”

"In this Advisor PACT™ Monthly Session, Mark McKenna Little dives deep into The Three Meeting Process™—the cornerstone for delivering Truly Comprehensive Financial Services™ after a client joins your Ideal Client Community™ Mark begins by clarifying that this process is not about client acquisition—it begins only after a client says yes. The three initial meetings—the Initial Client Interview™, Implementation Meeting™, and Initial Progress Update Meeting™—occur within the first 59 days to establish accountability, deliver tangible progress, and set the foundation for lifelong collaboration. He contrasts this model with traditional “sales-based” approaches, emphasizing that true growth comes from becoming more referable, not more persuasive. Mark also introduces the concept of Option A and Option B service levels to distinguish Ideal Clients from Survival Clients, ensuring clarity, profitability, and scalability. The session concludes with Mark’s practical communication strategy—how to explain your “why” first to inspire trust and connection, transforming casual conversations into meaningful relationships built on purpose and leadership."