Join The Advisor P.A.C.T. Monthly Program™
A New Financial Advisor Paradigm
Add a continual stream of successful affluent Ideal Clients by being the only game in town.
What if you could see the financial services industry in a completely different way? In a way you've never seen it before ?
What if you could see Financial Services the way your client does?
Take off the blinders... there's a whole market that's untapped... you can stand out from the crowd.
The Advisor P.A.C.T. Monthly Program™ is the only place for Financial Advisors to learn how to deliver an extraordinary client experience. Imagine being seen by potential clients as the first Financial Advisor who's capable of serving them in the way they want to be served (and they are willing to pay the most for).
What type of Financial Advisors join The Advisor P.A.C.T. Monthly Program™?
► Investment Advisors
► Tax Accountants
► Financial Planners
► Estate Planning Attorneys
► Insurance Professionals
► Money Managers
WHAT IS ADVISOR PACT™?
Advisor PACT™ is an acronym which represents what our data reveals are The Four Client Expectations™
which successful affluent potential clients claim they cannot currently find in financial advisors
anywhere at any price or at any fee-level.
The Advisor P.A.C.T. Monthly Program™ is for Financial Advisors who want to understand exactly what to do to serve Ideal Clients, in the way they want to be served, by delivering an extraordinary client experience
unavailable anywhere else.
Your Advisor PACT™ will be a pledge to every Ideal Client.
The most underserved market in the financial services industry are successful affluent clients seeking strategy & oversight by a Financial Advisor who is willing and able to deliver upon all of The Four Client Expectations™...
1. Protection
Ideal Client: I want a Financial Advisor with no conflicts of interest who's always looking out for my best interests at all times and will provide oversight of all the financial people and financial institutions in my life.
3. Coordination
Ideal Client: I want a Financial Advisor who will coordinate all the financial people and financial recommendations in my life so they're perfectly aligned with my overarching financial strategy.
2. Attention
Ideal Client: I want a Financial Advisor who will routinely identify the necessary course corrections required to keep me on-track to all my financial objectives.
4. Transparency
Ideal Client: I demand to know what I'm paying every financial person and for every financial product in my life... down to the penny.
I'm tired of hidden or hard to find internal costs buried inside the financial products and services I own.
“I've been a Certified Financial Planner® for 13 years and The Advisor PACT™ method helped me provide every specific detail I needed to serve and deliver a fantastic experience to my Ideal Clients.”
Dean Kendall, CFP® - Financial Advisor / Advisor PACT™ Member
Focus Upon Improving
Your Client Experience
You are delivering a client experience whether you know it or not and the quality of your client experience determines who wants to be your client.
The more successful and affluent the client, the higher their standards are for "the client experience", often because that's what got them to where they are today.
So if you want to work with them, you have to raise your game...
...& if you do... you'll be surrounded by Potential Ideal Clients who want to know and work with you.
Learn How To Become
"The Only Game In Town"
If you want to impress somebody (anybody) the only way to do that is to have your standards exceed theirs.
Understand that It's all about the client & it's the client who's the one that sets the standards for the client experience that you need to live up to.
The Advisor P.A.C.T. Monthly Program™ is the only place to learn step-by-step how to raise your standards to meet those of the clients you're seeking to serve and, thereby, becoming "the only game in town."
A Word From
Mark McKenna Little
Founder & CEO
You'll implement exactly the way I have over the past 30 years... step-by-step and in sequence you'll quickly be delivering a unique and extraordinary set of services which successful affluent Ideal Clients currently don't believe exists out there, anywhere.
We've been teaching and guiding a select group of Financial Advisors from around the world for more than 15 years.
We know that there are currently millions of multimillionaires out there who desire a Financial Advisor who's willing and able to serve them exactly as we detail in The Advisor P.A.C.T. Monthly Program™.
It's currently the largest gap, and most significant opportunity, in the financial services industry”
As a program member, every month you will access:
ONE Monthly Course - A monthly project with step-by-step lessons to deliver exclusive services and an extraordinary experience expected by Ideal Clients
ONE Live Monthly Q&A Session - So you can engage
The Advisor PACT™ Team in real-time as you have questions and need direction about how to implement the services described and improve your client experience
WHY JOIN NOW?
If you accept the idea that a client will only be impressed with someone
whose standards are higher than their own...
...then that means that your current client experience is determining
who wants to be your client.
Improving your client experience is ultimately what motivates
everything that we recommend in The Advisor P.A.C.T. Monthly Program™
... and consider this: If another advisor's standards appear better than yours,
or their client experience is better than yours...
...today's clients will fire you and switch Financial Advisors in a minute.
So join now and immediately begin improving your client experience and deliverables
to what your next Ideal Client expects from you.
$200.00
USD Per Month
© MMXVII | Copyright The Advisor P.A.C.T. Monthly Program™, all rights reserved