Episode 108: 3 Client Retention Standards

In this in-depth monthly session, Mark McKenna Little discusses The Advisor PACT™ Certification and what it means to achieve Financial Advisor Mastery. He explains how the certification was created after firms using his methodology requested measurable standards to track advisor progress. Mark outlines the six certification criteria: building a team of subject matter experts across five financial disciplines, delivering 10 annual client deliverables, creating a Comprehensive Written Lifetime Financial Strategy (CWLFS) for each Ideal Client, maintaining The Three Meeting Process™, generating 45 impressive action items per client per year, and tracking results with The Referability Dashboard™. He also shares his personal timeline of professional growth — from struggling advisor to top producer to M&A expert — emphasizing that mastery comes from discipline, structure, and eliminating limiting beliefs. Advisors learn how to measure true implementation of the program and transform their practices into fully referable, high-value enterprises.