Episode 28: Establish Your Vision – The 4 Tactical Steps For Delivering On The Promise

"In this Advisor PACT™ Monthly Session, Mark McKenna Little answers five powerful advisor-submitted questions on implementation, team leadership, and business structure within the Advisor PACT™ Program. He begins by showing advisors how to lead a Strategic Planning Session to set a unified team vision for delivering Truly Comprehensive Financial Services™. Mark explains the four tactical steps to becoming the “only game in town”: building a skilled Deliverables Team™, implementing comprehensive services, delivering an extraordinary client experience, and earning the client’s trust as their most Trusted Advisor™. Mark revisits the Advisor PACT™ Pledge—Protection, Attention, Coordination, and Transparency—detailing how each originated from 200 recorded client interviews and why affluent clients will pay a premium for these four promises. He also clarifies how to structure fees between investment and non-investment advice, manage compliance, and ensure Subject Matter Experts meet high client standards through controlled turnover. The session concludes with Mark’s formula for measuring success: consistent, growing Spontaneous Unsolicited Client Referrals™."