Episode 76: The Key To Exceeding Expectations is Establishing Ground-rules Up-front

"In this Advisor PACT™ Monthly Session, Mark McKenna Little answers three of the most common advisor questions from the month, beginning with how to locate and replay past webinars within The Advisor PACT™ Monthly Program platform. He demonstrates where to access replays, MP3 downloads, slide decks, and Q&A chapters, encouraging advisors to learn from the struggles and successes of their peers. The session’s main focus addresses confusion around Meeting One and Meeting Two in The Three Meeting Process™. Mark explains that these refer to the Implementation Meeting (14 days after client acceptance) and the Initial Progress Update Meeting (45 days later), detailing their purpose, structure, and deliverables. He provides a step-by-step overview of how to prepare, gather missing documents, assign SME deliverables, and set expectations using his 11-Page Implementation Meeting Outline. Mark also introduces The Ten Client Ground Rules—non-negotiable principles that establish leadership, trust, and accountability between the advisor and client—and concludes by teaching his Three Fundamental Investment Principles™: Faith in the Future, Patience is Required, and Discipline Avoids Mistakes. These principles serve as the foundation for every successful long-term client relationship within the Advisor PACT™ framework."