Episode 39: A Subject Matter Expert’s (SME) First 30 Days: The 17-Point SME On-boarding Checklist

"In this Advisor PACT™ Monthly Session, Mark McKenna Little walks advisors through the first twelve foundational modules of the Advisor PACT™ Program—the roadmap to building a business that consistently delivers Truly Comprehensive Financial Services™ and drives Spontaneous Unsolicited Client Referrals™. Mark begins with the Vision and Goals Module, helping advisors clarify objectives and communicate their mission effectively to their teams. He then explains how to track clients through the Annual Recurring Revenue Exercise™ and measure key growth metrics using Potential-Client Interaction Time™. He introduces the Administrative Manager Role and Hiring Process, then transitions into The Deliverables Team Recruitment Process™, outlining how to assemble five Subject Matter Experts (SMEs) within 60 days. Later modules include Evaluating the Deliverables Team, The Ten Client Deliverables™, The First 104 Days of a New Client Relationship™, and Structuring Advisor Compensation™. The session concludes with The Hero’s Journey™, showing advisors how to make client meetings meaningful, enjoyable, and purpose-driven—turning clients into the heroes of their own financial stories."