Video #2 of the Star Advisor Playbook shows how to become the top advisor in your market by mastering the #1 valuation driver—client satisfaction—measured by your annual client referral rate.
I lay out the four 90-day sprints (build the comprehensive written lifetime strategy, deliver the yearlong experience, delegate to a dream SME team, and install a client-attraction pipeline), plus the Referability Dashboard and the five custom strategies affluent clients expect—updated annually using an OST (Objectives-Strategies-Tactics) framework.
==========
If you’re the #1 top Financial Advisor in your community, or you aspire to be, maybe we should talk. I work only with the top firms, or firms who are willing to make the effort to take-over the #1 spot in their market over the next 12-months. If you’re in Action Mode, I’d love to hear your plan. let’s talk…
https://TheMarkOfMastery.com/talk
Mark McKenna Little
The Financial Advisor Mastery Program
Seeking The Mark of Mastery
A New Financial Advisor Paradigm
Responses