Mark shares key findings from a nationwide study revealing why 51% of affluent clients want to fire their advisors. He outlines the five struggles holding top advisors back and explains how delivering a Comprehensive Written Lifetime Financial Strategy sets true professionals apart.
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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
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