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Episode 33: The Advisor PACT™ Logic Path

The Advisor PACT™ Logic Path"In this Advisor PACT™ Monthly Session, Mark McKenna Little tackles two major mindset obstacles that financial advisors face when building an elite, referral-based business: “There aren’t people in my area who want this level of service.” “There aren’t people I can hire capable of delivering at that level.” Mark dismantles both misconceptions with data, logic, and practical examples. He reveals that top advisors using The Trusted Advisor Toolkit™ charge between $20,000 and $100,000 per client per year—not because of sales tactics, but because they consistently deliver Truly Comprehensive Financial Services™ that exceed expectations. Using the Advisor Logic Path™, Mark explains that exceeding client expectations is the only way to earn Spontaneous Unsolicited Referrals™. He dives into human psychology, showing how the brain is hardwired to share extraordinary experiences. The episode concludes with the Prime Directive: advisors must hold themselves—and their teams—to standards higher than their clients’ if they want to create referable, thriving practices."

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