Episode 29: The Hero’s Journey – Creating an Extraordinary Client Experience

"In this Advisor PACT™ Monthly Session, Mark McKenna Little provides a comprehensive overview of the entire Advisor PACT Monthly Program from a “30,000-foot view,” explaining how financial advisors can deliver Truly Comprehensive Financial Services™ to their Ideal Clients through a structured, team-based system. He breaks down the four tactical steps: (1) Build and lead your Deliverables Team™ using the Deliverables Team Recruitment Process™; (2) Install Truly Comprehensive Financial Services™ across five disciplines—financial planning, money management, tax, estate, and insurance; (3) Transform those services into an extraordinary client experience that inspires confidence and engagement; and (4) Become the client’s most Trusted Advisor by coordinating all their financial professionals and strategies. Mark emphasizes that the Advisor PACT Monthly Program is a DIY path for advisors ready to build the system themselves—at their own pace and budget—while learning the same frameworks behind his flagship Trusted Advisor Toolkit™. He closes by teaching how to eliminate “salesy” behavior through professionalism, Ideal Client Profiles, and values-based financial planning."