The Monthly Project™

• 

  The Essential Concepts Of Advisor PACT

  In this 9-part audio series, Mark McKenna Little and Ian F. Hood reveal a profoundly different perspective on 9 essential topics including: client acquisition, client retention, what clients really want from "The Client Experience" and how to align your business with what you and your clients really care about. 
• 

  Vision and Goals | For Financial Advisors

  Create a vision of your ideal future so compelling that you'll do whatever it takes to achieve your goals. Learn and develop disciplines to help you succeed in actualizing your vision. 
• 

  Annual Recurring Revenue Exercise

  Develop a specialized list of existing and potential clients that will guide you step-by-step through building your Ideal Client Community. 
• 

  Potential Client Interaction Time

  Learn why the most important number to track is the amount of time you spend interacting with potential clients, and begin tracking your PCI Time immediately. 
• 

  The Role of the Administrative Manager

  Your Administrative Manager is not an administrative support person—they are the Project Leader. 
• 

  Hiring an Extraordinary Administrative Manager

  Master the ten steps to hiring an extraordinary Administrative Manager who will serve as the Project Leader for you and your team. 
• 

  The Deliverables Team Recruitment Process

  Acquire your next Deliverables Team member in 12 simple steps. 
• 

  Evaluating Your Deliverables Team

  Learn the process for evaluating each of your direct reports every 4 months in an effort to improve your client experience. 
• 

  The Ten Client Deliverables, Course 1 of 2

  When you provide The Ten Client Deliverables to your clients, you are providing Truly Comprehensive Financial Services. 
• 

  The Ten Client Deliverables, Course 2 of 2

  When you provide The Ten Client Deliverables to your clients, you are providing Truly Comprehensive Financial Services. 
• 

  The First 104 Days of a New Client Relationship

  Learn how to get off on the right foot with every new Ideal Client relationship, and what you and your team should be doing during the first 104 days. 
• 

  Setting Your Compensation

  A new model for delivering financial services requires a new method of compensation. Learn how you'll get paid, and what you'll get paid to do under this new model. 
• 

  The Hero's Journey

  What do you have in common with Obi-Wan Kenobi? In this course, Mark walks you through how your path to becoming indispensable mirrors the classic Hero's Journey. 
• 

  The Extraordinary Client Experience

  While the entire Advisor P.A.C.T.™ Monthly program is designed to help you deliver an extraordinary client experience, this module will dive into some simple ways you can start moving in that direction right away. 
• 

  The Annual Referral Rate and Referability Dashboard

  By exceeding client expectations, you can increase the quantity and quality of referrals you receive. Here's how to accurately measure your progress.