Episode 27: What makes Truly Comprehensive Financial Services™ Better?

"In this Advisor PACT™ Monthly Session, Mark McKenna Little explores the practical structure behind delivering Truly Comprehensive Financial Services™ and how advisors can organize their firms for maximum efficiency and compliance. He begins by breaking down the Advisor PACT™ Pledge—Protection, Attention, Coordination, and Transparency—explaining how these four promises differentiate advisors who implement them as “the only game in town.” Mark then answers a common question: What is the best business structure for offering Truly Comprehensive Financial Services™? He clarifies that this model isn’t exclusive to financial advisors—it can be implemented by CPAs, estate attorneys, insurance professionals, and anyone ready to become their clients’ Most Trusted Advisor™. He explains how to separate investment and non-investment activities (typically 20% and 80%) using two entities, ensuring regulatory compliance and simple, transparent billing. The session closes with guidance on setting up a secure, cloud-based client vault and how the Trusted Advisor orchestrates a fully coordinated Deliverables Team™—the hallmark of The Advisor PACT™ Program."