Professional Advisory Client Team (PACT)

We created the PACT to facilitate collaboration among a client’s trusted advisors.  Download the PACT fillable PDF

How to use the PACT:

  • Pages 2-5 are where you can inventory relevant information about the client’s most trusted advisors
  • Page 6 is to help focus ideas or activities among the professional advisors — creating collaboration zones which are de1.  signed to offer insights that impact the client
  • Page 7 is a reminder to be more intentional on additional ways to create tangible value for clients during this critical time in the business (and beyond)
  • Page 8 is a scale to determine the client’s state of readiness to unleash the incremental value that the collective efforts of the PACT can create on the client’s behalf