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The Mark of Mastery™

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Setting Your Compensation

  • Setting Your Compensation Module

    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.

    • Video: Crossing the Chasm to Advisor P.A.C.T. Lesson

      Learn how to move from your current compensation model to the Advisor P.A.C.T. model of compensation

    • Video: 5 Steps to Setting Your Compensation Lesson

      Mark walks through the five steps required in order to properly set your compensation

    • Video: Addressing Compliance Issues Lesson

      How to explain what you do to your compliance department

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  • Client Service Mastery:
    Driving Unsolicited Client Referrals by Consistently Exceeding Client Expectations
    • Preparing to Exceed Client Expectations
      • Vision and Goals: Make This Your Best Year Ever!
      • Annual Recurring Revenue Exercise
      • Potential Client Interaction Time
      • Setting Your Compensation
    • Building a Skilled & Capable Team
      • The Role of the Administrative Manager
      • Hiring an Extraordinary Administrative Manager
      • The Deliverables Team Recruitment Process
      • Evaluating Your Deliverables Team
      • The Ten Client Deliverables, Course 1 of 2
      • The Ten Client Deliverables, Course 2 of 2
    • Delivering an Extraordinary Client Experience
      • The First 104 Days of a New Client Relationship
      • The Hero’s Journey
      • The Extraordinary Client Experience
      • The Annual Referral Rate and Referability Dashboard
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