Episode 101: Level Up in 2023 with the NEW TA Tracking Feature

In this Advisor PACT™ Monthly Session, Mark McKenna Little kicks off the new year by helping advisors focus on meaningful progress through accountability and purpose-driven planning. He contrasts typical New Year’s resolutions with what he calls the Quality of Life Enhancer Exercise, developed by Bill Bachrach, which helps advisors align daily actions with core values. Mark guides participants to shift from asking “Who am I?” to “Who do I want to be?” and to take intentional steps toward that vision. He also introduces a new Non-Client Activity Tracking Sheet designed to help advisors monitor engagement with potential clients and referral sources. By spending just five minutes a week tracking interactions, advisors can identify growth patterns, reveal limiting habits, and create momentum. Mark emphasizes that consistent tracking separates top performers from average ones and positions advisors for breakthrough results in client acquisition, mindset, and personal growth.