Episode 98: Truly Comprehensive Financial Services™

In this Advisor PACT™ Monthly Session, Mark McKenna Little guides advisors through The Comprehensive Written Lifetime Financial Strategy (CWLFS) Meeting™, the pivotal moment when clients receive the written plan that defines their lifelong financial path. He outlines the three key outcomes of this meeting: confirming that the plan is complete, ensuring client understanding, and earning full commitment to implementation. Mark explains how to use The Three Meeting Process™ to transition clients from discovery to execution seamlessly and introduces tools such as the Expectations Conversation™ and Deliverables Checkpoints™ to maintain consistency and trust. He stresses that the CWLFS is not a static document but a living strategy that evolves alongside clients’ goals and priorities. Advisors learn how to elevate their professionalism, improve retention, and turn satisfied clients into enthusiastic referrers by delivering clarity, confidence, and accountability through every stage of the client relationship.