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Advisor PACT™ Monthly

by Jay Wertzler —

Interested in providing Truly Comprehensive Financial Services™ but don't know where to start?

Sign up today! Click here to register and access the Entire System.

You've come to the right place. Welcome to Advisor PACT™ Monthly!

This a series of monthly implementation projects, additional courses, 100's of hours of recorded webinars plus 5 days/week of access to live support (daily office hours), all designed to help you progress on your journey towards becoming the 'Go-To Financial Advisor' in your community.

Each month, Mark McKenna Little will lead you through a new facet of Truly Comprehensive Financial Services™, from identifying what clients you serve best to delivering on the promise of getting your Ideal Clients' financial house in perfect order and keeping it that way, forever.

Mark brings a truly unique perspective to the fundamental concepts of Truly Comprehensive Financial Services™ that is not taught elsewhere. He'll teach you the core values that will make you stand out from all other financial advisors in your community, attracting & acquiring more successful affluent clients, and how to implement those principles.

By learning to provide the four things affluent clients want most and are willing to pay the most for, but can't get at any price—protection, attention, coordination and transparency—you'll soon find your clients can't help but refer you to everyone they know.

How to Join

Click here to register now and gain access to the entire system 

  • Monthly step-by-step projects for implementing Truly Comprehensive Financial Services™
  • Non-Salesy Client Acquisition Training & Additional Courses
  • 100's of hours of recorded Q&A's and training webinars
  • 5 days/week Office Hours for drop-in LIVE support


If ever you wish to quit the program, provide us notice at support@advisorPACT.com at least 2 business days prior to your next scheduled payment to avoid being charged again. We will not issue any refunds. Upon cancellation the System Member's access will be revoked and the credit card on-file will not be charged the next regularly scheduled monthly charge.