In this video, Mark McKenna Little breaks down the single biggest gap between financial advisors and the affluent clients they serve: the true meaning of a “plan.” Backed by nationwide research showing that 82 percent of multimillionaires say they’ve never received a real plan, Mark explains the three elements clients expect but rarely get: a future-focused roadmap, a clear plan of action, and a playbook for alternate scenarios when life doesn’t go as expected.
He shows why most firms unintentionally miss the mark and how advisors who deliver this complete definition instantly rise above 82 percent of competitors. This framework not only meets client expectations, it exceeds them—creating confidence, deeper trust, stronger referrals, and the ability to command premium fees.
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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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