Episode 75: Mastering The Best in Class Assessment Meeting (BICA)

"In this Advisor PACT™ Monthly Session, Mark McKenna Little provides an inside look at how to execute The Implementation Meeting™—the second step in The Three Meeting Process™—with precision and authority. He outlines the core purpose of this meeting: to ensure clients feel confident that their strategy is fully in motion and that every Subject Matter Expert (SME) is aligned and accountable. Mark explains how to prepare using the Implementation Meeting Checklist™, including confirming all documents are collected, scheduling SME follow-ups, and setting deliverable deadlines. He walks through The Ten Client Ground Rules™, teaching advisors how to introduce them without sounding rigid, emphasizing they protect both client and advisor from miscommunication or unrealistic expectations. The session also covers how to assign client homework, reinforce leadership boundaries, and deliver The Ten Client Deliverables™ through The Administrative Manager. Advisors learn to lead with calm authority, set expectations clearly, and turn The Implementation Meeting™ into a confidence-building milestone that strengthens trust and drives flawless execution."