Episode 17: 10 Steps To Hiring An Extraordinary Administrative Manager

"In this Advisor PACT™ Monthly Session, Mark McKenna Little provides a step-by-step guide to hiring an extraordinary Administrative Manager™—the most critical role in delivering Truly Comprehensive Financial Services™ He begins by reframing the position as a Project Leader™, not a traditional assistant, responsible for orchestrating the Deliverables Team™ and ensuring every client progress meeting exceeds expectations. Mark outlines the Ten Steps to Hiring an Administrative Manager™, starting with creating a detailed Position Agreement™ and Key Performance Measures™, followed by a networking-based recruitment approach that consistently yields top-tier candidates. He explains how to screen applicants using written exercises, conduct interviews following the Rule of Threes™, and evaluate leadership skills, attention to detail, and cultural fit. Mark concludes with guidance on compensation—recommending a mix of salary, merit bonuses, and a Team Award™ tied to measurable client outcomes like referral rates and value scores. This session is a practical roadmap for advisors ready to scale their business through structured leadership and accountability."