Episode 100: NEW FEATURE FOR YOU – Client Acquisition Activity Tracking

In this Advisor PACT™ Monthly Session, Mark McKenna Little shares his proven framework for keeping advisors focused, motivated, and accountable throughout the year. He begins by reviewing how the Annual Game Plan provides direction for the practice and introduces the Monthly Focus Plan™ as a practical tool to maintain momentum and ensure consistent execution. Mark walks through how to identify top priorities, convert them into measurable actions, and track results weekly using the Prioritized Action List™. He also discusses the Project Recovery Plan™, a method for identifying stalled projects and creating a plan to move them forward or eliminate them entirely. The session closes with guidance on sustaining focus over time by integrating accountability, leadership, and self-assessment into every stage of the business. Advisors learn how to stay aligned with long-term goals while executing effectively month after month within the Advisor PACT™ structure