Episode 65: Extraordinary Comprehensive Safety Review Meetings

"In this Advisor PACT™ Monthly Session, Mark McKenna Little addresses three key advisor questions on building trust, creating authority, and enhancing leadership within client relationships. He begins by explaining The Five Questions to Ask in Every Client Meeting™, a conversational framework designed to deepen engagement and uncover client priorities. Mark demonstrates how to use these questions to lead with empathy while still maintaining control of the meeting. Next, he reveals how to craft a compelling personal story using The Advisor Credibility Framework™. Advisors learn how to communicate their value authentically without sounding salesy, by aligning their story with the client’s journey toward financial confidence and freedom. Finally, Mark outlines The Four Types of Leadership Energy™—Visionary, Strategic, Operational, and Relational—showing advisors how to identify their natural style and strengthen the others for balanced, effective leadership. The session concludes with strategies to elevate client confidence, improve communication, and drive long-term loyalty through purpose-driven advisory work."