Home » Episode 56: Acquire Ideal Clients Faster: How to be different and better!
Episode 56: Acquire Ideal Clients Faster: How to be different and better!
- March 19, 2019
- Duration: 01:21
- Download audio-only MP3 version
- Download Mark's Presentation PDF
"In this Advisor PACT™ Monthly Session, Mark McKenna Little answers a pivotal question: “What did you do differently to consistently acquire Ideal Clients every month?” The session unpacks the full methodology behind his 34-month transformation from an overwhelmed advisor with 1,242 non-Ideal Clients to a thriving business with 100 Ideal Clients—and no new client acquisitions needed thereafter.
Mark reveals the Three Core Skills of Client Acquisition: Lead Generation, Lead Conversion, and Client Service. He explains how mastering all three—rather than focusing only on sales—creates a firm that attracts Ideal Clients naturally. He walks through the Five-Sided Prism Model, detailing how each side represents a unique discipline that, when aligned, builds a self-sustaining practice.
The session also introduces practical frameworks: The Advisor PACT™ Pledge, The Three Meeting Process™, The Ten Client Deliverables™, and The Annual Referral Rate™. Mark shares how redefining comprehensive financial services as Truly Comprehensive Financial Services™ and building a team of five Subject Matter Experts (SMEs) led to consistent, unsolicited referrals.
This session is a blueprint for advisors ready to replace traditional selling with a scalable system that drives predictable Ideal Client acquisition and enduring trust."
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