Episode 89: What software or browser plugins help you to exceed client expectations?

In this holiday edition of the Advisor PACT™ Monthly Session, Mark McKenna Little shares his “Christmas gift” to advisors—a list of the most effective apps and browser tools his team uses to exceed Ideal Client expectations. He walks through his top five tools: OneTab (to manage browser tabs and free up computer resources during client meetings), Loom (to record quick, personalized video messages), Willow (to streamline Administrative Manager hiring through video responses), Evernote (to organize and access client and personal data securely across devices), and Slack (to enhance real-time communication among Subject Matter Experts). Mark demonstrates how each tool supports productivity, delegation, and client experience within a Truly Comprehensive Financial Services™ practice. He closes by reminding advisors that technology is merely a tool—the true client deliverable is the trusted fiduciary relationship and the depth of advice that no app or AI can replicate.