Episode 44: Filling SME Vacancies Just Got Easier – Use LinkedIn To Identify SME Candidates

"In this Advisor PACT™ Monthly Session, Mark McKenna Little explores how to design a business model that eliminates dependence on selling and instead grows through Spontaneous Unsolicited Client Referrals™. He begins by breaking down the Advisor PACT™ Pledge—Protection, Attention, Coordination, and Transparency—and explains how consistently delivering on these four promises transforms advisors into true leaders who clients trust implicitly. Mark also revisits the Ten Client Deliverables™, clarifying how they align with the client’s Comprehensive Written Lifetime Financial Strategy™ to create a structured, repeatable service experience. Mark emphasizes the power of The Prioritized Action List™ (PAL)—a project management system that keeps the Deliverables Team aligned and accountable to the advisor’s leadership. He shows how PAL meetings, combined with The Focused Solution™ process, resolve bottlenecks and ensure every client interaction exceeds expectations. The session concludes with practical coaching on leading SMEs, maintaining team synergy, and using structure—not effort—to drive lasting success and client loyalty."