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Kickoff to a 4-part series showing financial advisors how to transform in 90 days by focusing on three metrics—Solid (referral-driven client satisfaction), Sound (consistent monthly new revenue), and Sustainable (team-delivered service that grows without you). You’ll get the mindset (smart, hungry, humble), the playbook behind my own turnaround, and why this positions you to win amid AI/digital-asset disruption.

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If you’re the #1 top Financial Advisor in your community, or you aspire to be, maybe we should talk. I work only with the top firms, or firms who are willing to make the effort to take-over the #1 spot in their market over the next 12-months. If you’re in Action Mode, I’d love to hear your plan. let’s talk…
https://TheMarkOfMastery.com/talk

Mark McKenna Little
The Financial Advisor Mastery Program
Seeking The Mark of Mastery
A New Financial Advisor Paradigm

AdvisorGrowth, CFP, cpa, FinancialAdvisor, NotFinancialAdvice, PracticeManagement, RIA, UltraHighNetWorth, WealthManagement

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