Episode 42: The Ten Client Deliverables™

"In this Advisor PACT™ Monthly Session, Mark McKenna Little offers a deep dive into how the Advisor PACT™ Program and The Trusted Advisor Toolkit™ Fast Track work together to help advisors deliver Truly Comprehensive Financial Services™. He explains the Advisor PACT™ Pledge—Protection, Attention, Coordination, and Transparency—and how fulfilling these four expectations makes advisors the “only game in town.” Mark clarifies who the Trusted Advisor Toolkit™ is designed for, what the Fast Track process entails, and when advisors are ready to transition from one program to the next. Through the Referability Project™, Mark outlines how to establish an ideal client community, build a Deliverables Team™, and measure success using the Annual Referral Rate™ and Referability Dashboard™. He also introduces The Ten Client Deliverables™, explaining how mastering these services defines Truly Comprehensive Financial Services™ and helps advisors create a self-sustaining business driven by Spontaneous Unsolicited Client Referrals™."