Episode 73: Your Deliverables Team Structure

"In this Advisor PACT™ Monthly Session, Mark McKenna Little provides a comprehensive overview of what makes the Advisor PACT™ service model unique and how it revolutionizes the traditional financial advisory structure. He breaks the business down into three stages: Stage 1 – Leadership & Team Building: Advisors begin by assembling a five-member Subject Matter Expert (SME) team in tax, money management, financial planning, insurance, and legal. Mark explains how affluent clients prefer specialists over “one-man-band” advisors and how to use focus groups to understand Ideal Client expectations. Stage 2 – Exceeding Expectations: Advisors collaborate with their SMEs to consistently exceed client expectations through customized strategies and structured communication, earning trust and referrals through exceptional execution. Stage 3 – Freedom & Scalability: Advisors remove themselves from day-to-day operations by empowering a Director of Client Services and Administrative Manager to oversee the team, supported by additional staff as the client base grows. The session also introduces the Lollipop Organizational Structure™, defining the roles of the oversight team versus the client’s implementation team, and explains how to build a scalable, referable, and self-sustaining practice using the Comprehensive Written Lifetime Financial Strategy™ as the firm’s core deliverable."