Episode 26: Newer Advisors Have Advantages Over Veterans

"In this Advisor PACT™ Monthly Session, Mark McKenna Little addresses a key question from newer advisors: How can I compete with experienced veterans? He explains why less experienced advisors often have a distinct edge when implementing Truly Comprehensive Financial Services™. Mark contrasts the Traditional Financial Services Model—fragmented, uncoordinated, and opaque—with the New Financial Services Paradigm, in which one Most Trusted Advisor™ coordinates all financial professionals to protect, align, and fully inform clients. He emphasizes that newer advisors tend to excel because they are not complacent, have fewer blind spots, and don’t fear change. He outlines how veteran advisors often struggle due to comfort, outdated training, or fear of disruption, while newer advisors are more adaptable, willing to build Deliverables Teams™, explore new fee structures, and embrace evolving client expectations. Mark concludes that advisors who focus on client protection, coordination, and transparency—and who commit to the hard work of transformation—become the “only game in town.”"