Episode 104: The 5 Toolkit Practice Management Tools

In this Advisor PACT™ Monthly Session, Mark McKenna Little tackles two of the most common advisor challenges: how to serve clients without a team of Subject Matter Experts and how to consistently acquire new Ideal Clients. He explains that advisors can build a “free” Deliverables Team—experts in tax, money management, financial planning, legal, and insurance—by using contract-based agreements where SMEs are paid per project. Mark outlines how to transition existing non-ideal clients into one-time Comprehensive Written Lifetime Financial Strategy engagements priced between $10,000–$20,000, freeing time for Ideal Clients who fund team growth. He then details The Greatest Marketing Machine Ever Devised for Financial Advisors™ (GMME)—a 12-week process built on four skills: having ample people to meet, maintaining consistent momentum, building Marketing 101 relationships, and never missing an opportunity. Mark also introduces weekly tracking habits, entrepreneurial instinct, and urgency as key traits separating top-performing advisors from those stuck in survival mode.