Episode 45: Embrace The Interaction Log™ – Helping Your Team Coordinate Their Efforts

"In this Advisor PACT™ Monthly Session, Mark McKenna Little answers real advisor questions about implementation and team coordination. He explains how to manage client communication when working with Subject Matter Experts (SMEs) in tax, estate, or insurance, recommending that advisors always stay involved until each SME proves capable of exceeding client expectations. Mark introduces The Interaction Log™—a standardized method for recording all client interactions within one business day to ensure transparency and continuity among team members. He also revisits his Marketing 101 Make a List Project, revealing how he personally acquired over 1,200 clients through authentic relationship-building rather than sales tactics. Mark discusses The Financial Road Map®, developed with Bill Bachrach, and how it connects clients’ values, goals, and financial realities in one compelling visual exercise. The episode closes with guidance on coordinating oversight and implementation teams, recording all meetings for accountability, and creating a process that naturally produces Spontaneous Unsolicited Client Referrals™"