Episode 83: The 5-Steps for Excelling By Eliminating (Doing Less)

In this Advisor PACT™ Monthly Session, Mark McKenna Little outlines The Comprehensive Written Lifetime Financial Strategy™ (CWLFS)—the central deliverable that defines a Truly Comprehensive Financial Services™ practice. He explains how the CWLFS transforms client relationships by giving every Ideal Client a clear, written plan addressing all five financial disciplines: financial planning, investments, taxes, insurance, and legal coordination. Mark walks advisors through the 10 Deliverables™ every client receives annually and explains how to use The Deliverables Checkpoints™ to track progress. He also reveals the Three-Year Implementation Cycle™, showing how to systematically introduce each of the 10 deliverables over time without overwhelming the team or clients. The session closes with guidance on presenting the CWLFS in the Three Meeting Process™, turning every client interaction into a structured, predictable, and referable experience that builds trust, clarity, and long-term client loyalty.