Advisor PACT™

The Advisor PACT™ is the mindset required to deliver an outstanding quality of service that the financial services industry does not currently provide.

• PACT is an acronym which stands for,
• Protection,
• Attention,
• Coordination and
• Transparency
• This acronym is also called The Four Client Expectations™, as well as The Four Advisor Blind Spots™.
• The Advisor PACT™ Pledge is a promise made to every Ideal Client during The Initial Client Interview™ or The Implementation Meeting™.
• Mark listened to 200 recordings of The Initial Client Interview™ (Financial Road Map® Meetings), and PACT represents the most common desires of Potential Clients.
• These are also called The Four Advisor Blind Spots™ since these are the 4 things that, the more successful and the more affluent the Potential Client, the more important these 4 things are.
• Our data also shows that these are 4 things that Potential Clients do not feel are available from any Financial Advisor anywhere at any price.  Nearly ever Potential Client has given up finding any Financial Advisor able and willing to deliver all 4 of these pledges.
• Advisor PACT™ represents an opportunity for advisors to step-up and shine as that rare advisor who is both able and willing to deliver The Four Client Expectations™.
• Making The Advisor PACT™ Pledge to every Ideal Client is a great differentiator for you.  Making these 4 promises will likely make you "The Only Game In Town" for client seeking these 4 things.