Episode 62: NEW Service If You Need Coaching

"In this Advisor PACT™ Monthly Session, Mark McKenna Little teaches advisors how to communicate effectively with clients who misunderstand the advisor’s role or expect “transactional fixes” instead of holistic guidance. He introduces The Client Communication Hierarchy™, a five-level model that helps advisors lead every interaction with clarity, empathy, and authority. Mark breaks down each level—context, connection, clarity, commitment, and continuity—showing how to use it in both written and verbal communication. He explains how advisors can reset boundaries, reinforce leadership, and elevate client expectations using simple, confidence-based language rather than technical jargon. The session also covers The Advisor PACT™ Messaging Framework™, which standardizes how teams communicate across all client touchpoints, from emails to deliverable meetings. By mastering this communication system, advisors can build stronger trust, reduce misunderstandings, and consistently demonstrate the professionalism that earns Unsolicited Referrals™ and long-term loyalty."