Episode 106: Delivering on the Promise

In this comprehensive Advisor PACT™ Monthly Session, Mark McKenna Little answers two crucial questions: how to measure implementation success and how to evaluate progress in client acquisition and service delivery. He explains that true success begins with measurable goals—outlined in Vision and Goals for Financial Advisors—and continues through consistent module implementation. Mark introduces tools like The Annual Referral Rate™ and The Referability Dashboard™, showing advisors how to track client satisfaction and referral growth as the most accurate indicators of success. He then breaks down the four tactical steps to implementing Truly Comprehensive Financial Services™: building a multidisciplinary team of subject matter experts, delivering ten annual client deliverables, creating customized Deliverables Checkpoints™, and running The Three Meeting Process™. Finally, Mark unveils the draft framework for The Advisor PACT™ Certification, defining specific benchmarks—such as team composition, deliverables, and referral rates—to validate mastery and ensure consistent excellence.