Episode 94: Filling INTERIM SME Roles

In this Advisor PACT™ Monthly Session, Mark McKenna Little shares the foundational steps every advisor must take to build a Truly Comprehensive Financial Services™ team and begin serving Ideal Clients immediately. He begins by addressing a common obstacle: uncertainty about what to do first. Mark outlines a simple three-step roadmap — hire an effective Administrative Manager, fill interim Subject Matter Expert (SME) roles within two weeks, and then complete the permanent hiring process using the 12-Step Deliverables Team Recruitment Process™. He explains why an Administrative Manager must be a strong project manager capable of recruiting SMEs in five key disciplines: tax, money management, financial planning, legal, and insurance. Advisors learn how to leverage LinkedIn, Upwork, and job boards to build interim teams quickly, enabling them to say “yes” to Ideal Clients right away. The session concludes with leadership strategies, delegation methods, and accountability practices to ensure flawless execution and long-term success.