Episode 66: How To Prepare for Client Progress Meetings

"In this Advisor PACT™ Monthly Session, Mark McKenna Little focuses on how to create and sustain The Team of Champions™—a world-class Deliverables Team built to exceed Ideal Client expectations through structure, accountability, and leadership. He begins by contrasting the chaos of traditional financial teams with the harmony of a high-functioning multidisciplinary team. Mark breaks down the five essential Subject Matter Expert (SME) roles—Financial Planning, Tax, Legal, Insurance, and Money Management—and explains how the advisor’s leadership transforms them into a cohesive, purpose-driven unit. He introduces The Team of Champions Scorecard™, a tool for rating each SME’s performance in responsiveness, deliverable quality, and collaboration. Advisors learn how to hold weekly meetings, use The Prioritized Action List™ for accountability, and apply The Focused Solution™ to resolve bottlenecks. The session concludes with the three golden rules for leading elite teams: clarity, communication, and consistency—the foundations of a scalable, referable, and fully coordinated practice."