Episode 46: You Can Improve The Next Module – How I Acquired 1,242 Clients

"In this Advisor PACT™ Monthly Session, Mark McKenna Little discusses how to master client acquisition by focusing on authentic connection rather than sales tactics. He explains the Advisor PACT™ pledge—Protection, Attention, Coordination, and Transparency—and how delivering on these four expectations makes advisors the “only game in town.” Mark shares his personal “Marketing 101 Make a List Project,” a non-salesy approach he used to meet and build relationships with affluent prospects by simply being genuine, adding value, and fishing in the right ponds. He outlines the three essential skills for success—lead generation, lead conversion, and client service—while emphasizing that this program is about the third: exceeding client expectations to drive Spontaneous Unsolicited Client Referrals™. He also revisits the Ten Client Deliverables™, explains why transparency and coordination set advisors apart, and introduces the Trusted Advisor Toolkit™, showing how mastering these frameworks creates lasting Ideal Client relationships."