Episode 13: Your Administrative Manager’s Role In Recruiting Skilled SMEs

"In this Advisor PACT™ Monthly Session, Mark McKenna Little breaks down the Deliverables Team Recruitment Process™—a proven 12-step, 60-day system for finding, evaluating, and retaining top Subject Matter Experts (SMEs) across five financial disciplines He begins by clarifying the advisor’s dual commitment: to deliver Truly Comprehensive Financial Services™ and to do so through a coordinated team. Mark emphasizes that this process is not about exchanging referrals—it’s about hiring elite professionals who serve clients with excellence. He outlines each phase, from identifying the SME role to conducting Discovery Meetings and Best-in-Class Assessment Meetings™, where candidates must prove both technical skill and team compatibility. Mark details how to involve your Administrative Manager as Project Leader, keep the process under 60 days, and ensure structured collaboration through Interaction Logs™ and Dry Run Prep Meetings™. The session concludes with Mark’s advice on maintaining quality: always replace underperforming SMEs quickly to preserve the integrity and performance of your Financial Services Monopoly™."