Episode 22: How Much Time Should We Budget?

"In this Advisor PACT™ Monthly Session, Mark McKenna Little covers two crucial topics for elite advisors: why recording meetings is essential and how to accurately estimate the time it takes to deliver Truly Comprehensive Financial Services™. Mark begins by revisiting the Advisor PACT™—Protection, Attention, Coordination, and Transparency—and reminds advisors that living by this pledge builds trust and positions them as indispensable to Ideal Clients. He explains that recording every client and prospect interaction—calls, meetings, even casual conversations—is the fastest and most effective way to improve communication and accelerate results. Mark shares how he uses recordings for self-coaching and developing more persuasive messaging and recommends creating a “Self-Coaching Form” to document what worked and what needs improvement. He then breaks down the time commitment required to deliver Truly Comprehensive Financial Services™: 14 hours annually for advisors, 18 hours for Administrative Managers, and 8 hours for Subject Matter Experts—clarifying how to maximize efficiency, profitability, and client value."