Episode 87: The 3 fundamental principles of The AdvisorPACT Monthly Program™

"In this Advisor PACT™ Monthly Session, Mark McKenna Little answers two advisor questions that go to the heart of building a sustainable, scalable practice. The first addresses how to secure administrative support when you can’t yet afford a full-time Administrative Manager. Mark outlines three approaches: (1) hiring through your own network using the system in Modules 5 and 6; (2) leveraging international virtual-assistant agencies such as Virtual Staff Finder (Philippines) for high-quality, low-cost full-time help; and (3) using platforms like Upwork for experienced part-time U.S. assistants. He explains how to screen, interview, and test candidates, what pay ranges to expect, and how to transition part-time help into a long-term team role. In the second half, Mark introduces the Five Core Concepts and Three Fundamental Principles of the Advisor PACT™ Monthly Program: Delivering the four-part Advisor PACT pledge—Protection, Attention, Coordination, Transparency. Hiring an extraordinary Administrative Manager. Filling the five Subject Matter Expert roles within 60 days (Module 7). Designing the Extraordinary Client Experience (Module 14). Measuring satisfaction by referral rate (Module 15). The three guiding principles: build a strong team, hold every member accountable to the team goal of continually exceeding Ideal Client expectations, and track success through the Referability Dashboard. Together, these create a firm that becomes, in Mark’s words, “the only game in town.”"