Episode 38: Schedule Informal Client Luncheons In-between Client Meetings

"In this Advisor PACT™ Monthly Session, Mark McKenna Little walks advisors through the first twelve foundational modules of the Advisor PACT™ Program—the roadmap to delivering Truly Comprehensive Financial Services™ that consistently exceed client expectations and generate Spontaneous Unsolicited Client Referrals™. He begins with the Vision and Goals Module, helping advisors clarify their purpose and align their team. Mark then introduces tools like the Annual Recurring Revenue Exercise™ and Potential-Client Interaction Time™ to prioritize high-payoff activities. Advisors learn to hire and develop an Administrative Manager, build a Deliverables Team™ of Subject Matter Experts within 60 days, and evaluate them using measurable standards. Mark details The Ten Client Deliverables™, the First 104 Days of a New Client Relationship™, and Structuring Advisor Compensation™ to ensure advisors get paid what they’re worth. He closes with The Hero’s Journey™, teaching how to make client meetings meaningful, inspiring, and unforgettable—transforming every client into the hero of their own financial story."