Episode 74: Filling Your Next SME Vacancy in Less Than 60-Days

"In this Advisor PACT™ Monthly Session, Mark McKenna Little tackles three essential topics for financial advisors. First, he provides a detailed walkthrough of The Deliverables Team Recruitment Process™, a 12-step system designed to help advisors identify, vet, and onboard Subject Matter Experts (SMEs) in five key disciplines—tax, money management, financial planning, legal, and insurance. He outlines how to fill one position at a time, the role of the Administrative Manager in sourcing and coordinating candidates, and how to conduct The Best in Class Assessment Meeting™ to ensure each SME can consistently exceed client expectations. Next, Mark dives into the massive opportunity in the small business owner market, explaining why it represents the biggest financial planning crisis in decades. He shares data on business exit challenges, the staggering rate of unsold businesses, and how advisors can deliver value through The Success Roadmap™ and business exit planning. Finally, he explains how to access additional one-on-one coaching and group Office Hours, empowering advisors to overcome implementation hurdles and master the Advisor PACT™ methodology."