In this video, Mark McKenna Little poses a tough but transformative question to financial advisors: Can you handle the truth? Drawing from 25 years of research with affluent clients, Mark reveals that most advisors unknowingly fail to meet client expectations — not out of neglect, but because they never ask what clients truly think. He explains how “client satisfaction” is best measured by one unspinnable metric: the Annual Client Referral Rate. Mark challenges advisors to start asking clients, “On a scale of 1–10, how are we doing?” — and then follow up with, “What would it take to make it a 10?” By documenting and acting on this feedback, advisors can uncover hidden opportunities, strengthen relationships, and even double their firm’s revenue without adding a single new client. It all starts with the courage to ask — and the willingness to listen.
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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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