Episode 19: The Systematization Assessment 1 of 5

"In this Advisor PACT™ Monthly Session, Mark McKenna Little addresses one of the most impactful tools for financial advisors: the Referability Rating Assessment™ He begins by revisiting the Advisor PACT™—Protection, Attention, Coordination, and Transparency—and reminds advisors that honoring this pledge builds trust and long-term client relationships. Mark then introduces the Referability Rating Assessment™, a five-part diagnostic designed to help advisors measure and improve their firm’s systemization, service comprehensiveness, team quality, client experience, and referral methodology. Mark dives deep into the Systemization Assessment™, explaining how consistent processes, documented procedures, and structured client meetings form the backbone of a referable business. He outlines the Three-Meeting Process™, Greatest Probability Strategy™ (GPS), and Five Critical Reports™ as essential tools for delivering Truly Comprehensive Financial Services™. Advisors who consistently score above 85 on the Referability Rating Assessment™, he explains, experience measurable increases in referrals, consistency, and client confidence—making them indispensable to their Ideal Clients."