Episode 35: 7 Golden Threads

"In this Advisor PACT™ Monthly Session, Mark McKenna Little answers key advisor questions about team communication, time management, and the difference between an Administrative Assistant and an Administrative Manager. He begins by outlining the advisor’s two primary responsibilities: spending time face-to-face or on the phone with Ideal Clients and acquiring new ones. Everything else, he explains, should be delegated—and the Administrative Manager’s role is to make that possible. Mark shares a Four-Point Meeting Agenda™ for daily 15-minute check-ins that keeps advisors and their Administrative Managers aligned on client meetings, new leads, action items, and priorities. Mark then clarifies how an Administrative Manager evolves beyond administrative support—coordinating Subject Matter Experts (SMEs), ensuring deliverable readiness, tracking PCI (Potential Client Interaction) time, and managing implementation of the Advisor PACT™ Program. He concludes with the Seven Golden Threads™—the core beliefs of the Advisor PACT™ methodology—and Nine Transformational Fundamentals™ that help advisors design referable, efficient businesses built on trust, leadership, and Spontaneous Unsolicited Client Referrals™."