Episode 9: Your Ideal Client’s First 104 Days – Delivering An Extraordinary Client Experience From The Start

"In this Advisor PACT™ Monthly Session, Mark McKenna Little answers one of the most common questions from advisors and administrative managers: What do the first 90 days of a new client relationship look like? Mark expands the answer to a 104-day roadmap for onboarding Ideal Clients into Truly Comprehensive Financial Services™. He breaks down the process into three core meetings—Initial Client Interview™, Implementation Meeting™, and Initial Progress Update Meeting™—followed by the Initial Comprehensive Safety Review™. During this time, the advisor’s team builds the client’s Comprehensive Written Lifetime Financial Strategy™ while delivering on the 10 Client Deliverables™, from progress reports and annual tax projections to estate plans and safety reviews. Mark also defines the leadership role of the Administrative Manager™ and the responsibilities of Subject Matter Experts in executing deliverables checkpoints. By day 104, the advisor releases the client into the routine Three-Meeting Process™, establishing a rhythm of proactive service, trust, and continuous improvement."