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Stop Telling People What To Do

On my team, I notice that some people are frequently telling others how to behave. They’re so certain that their way is right, and another team member’s way is wrong,

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All the Feels

The more affluent the Ideal Client, the more decisions are based on emotion rather than facts. The more successful and the more affluent the client’s family, the more their significant

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The Psychology of Scaling Culture

Let’s resolve to focus on the things that matter most in 2024. The most successful financial advisors I worked with this year focused on high-payoff activities while delegating or dumping

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What Samurai’s Teach Us About Service

The most successful financial advisors I’ve ever met have a servant’s heart. A client-focused business means putting what’s best for the client first. What’s best for the team comes second,

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If It Sounds Too Good To Be True

Why Do Most Financial Advisors Ignore Bitcoin? It’s Time to Start Paying Attention to it… Over the past 15 years, Bitcoin has quietly evolved into a legitimate asset class. Yet,

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What Matters Not What’s Easy

FINANCIAL ADVISORS: Are you setting life expectancy too low in your financial plans? Too often, I see Financial Advisors default to a superficial view of mortality tables. For example, a male client

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It’s Not That Hard

A Call to Financial Advisors: Immediately Raise the Voltage on Client Service Over the past 20 years, I’ve observed a troubling trend: declining competence and commitment to client service in

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A Use It or Lose It Species

Become the Star Financial Advisor in Your Community 🌟So what’s a Star Financial Advisor?… In The Star Principle, a phenomenal book, Richard Koch defines a Star Business as one that

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What’s Your If-Then Loop?

UPCOMING EVENT:🚀 Unlock the AI Advantage for High-end Financial Advisors🚀 How AI Is Helping Elite Advisors Deliver a World-Class Client Experience?…The financial advisory world is evolving fast, and Artificial Intelligence

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Do It for the Plot

Can your entire team describe the value you provide to your clients, and what makes you better than others who do what you do? Set a goal this week to

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About Mark McKenna Little

Mark Little is the ‘regular guy’ Financial Advisor whose unconventional approach to financial services acquired 1,242 clients.

Then in just 34 months he rebuilt his business from the ground up, shattering international records and boosting revenue by 412%

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