Episode 97: The Comprehensive Safety Review (client progress meeting)

In this Advisor PACT™ Monthly Session, Mark McKenna Little provides a complete walkthrough of The Comprehensive Safety Review™ (CSR)—one of the cornerstone meetings in The Three Meeting Process™. He explains how this meeting helps clients identify, discuss, and address every potential downside risk to their Comprehensive Written Lifetime Financial Strategy™. Mark demonstrates how to prepare internally using the Dry Run Prep Meeting and Client Prep Packet™, structure the client conversation with a 60-Minute Timeline, and keep discussions efficient with a “parking lot” system for off-topic questions. He also covers The CSR Exercise, guiding clients to reveal financial fears or obstacles before introducing solutions from the Deliverables Team. Advisors learn how to lead with empathy, clarity, and structure—balancing leadership and listening—to deliver peace of mind and exceed expectations. The session concludes with The Greatest Probability Strategy™, a client favorite summarizing every action item and recommendation required for long-term success.