Episode 67: The Comprehensive Safety Review Exercise

"In this Advisor PACT™ Monthly Session, Mark McKenna Little answers three key advisor-submitted questions centered on client anxiety, Subject Matter Expert (SME) collaboration, and elevating the client experience. First, he shares how to calm “worrier” clients using The Comprehensive Safety Review™ Exercise, a six-step, cathartic process designed to help clients voice every financial fear, categorize what is within or outside of their control, and identify actionable strategies. This tool reinforces leadership and trust while deepening emotional engagement. Next, Mark outlines The Five Critical Reports™—concise one-page deliverables from each SME (Financial Planning, Money Management, Insurance, Tax, and Estate Planning)—that ensure clients always feel informed and confident. He closes by illustrating how to exceed client expectations through extraordinary experiences in small moments, from personalized greetings to simple gestures like gifting umbrellas during rainstorms. His message: greatness lies in how you make clients feel—even in the details"