Important challenge for High-end Financial Advisors
In this video, Mark McKenna Little challenges high-end financial advisors to face a critical question: what happens when artificial intelligence can do 80% of what…
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Eliminating Overwhelm and Stagnation for Financial Advisors
In this video, Mark McKenna Little reveals the biggest blind spot holding financial advisors back: overwhelm and stagnation caused by focusing on services clients don’t…
Resolving Every Problem in Your Business
A preliminary briefing for comprehensive financial advisors on why firms often miss what affluent clients value most—and how to fix it. Drawing on a 26-question…
2 of 2 Blind Spots of High-end Financial Advisors
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…
1 of 2 Blind spots of High-End Financial Advisors
High-end financial advisors often mistake technical skill for true client impact. In this video, Mark reveals the two major blind spots that keep even seasoned…
2 of 4 Master Class on Becoming The Star Advisor
Video #2 of the Star Advisor Playbook shows how to become the top advisor in your market by mastering the #1 valuation driver—client satisfaction—measured by…
The Client Attraction Pipeline Every High End Financial Advisor Should Use
Most financial advisors overcomplicate client acquisition. In this video, you’ll learn how elite advisors use a simple 4-meeting relationship process—built on trust, not sales—to attract…
Fishing in the Right Ponds: Where to Find the Ideal Clients You Want
Stop trying to convince or persuade potential clients that they should work with you —start qualifying It’s not about more leads. It’s about better ones. …
4 of 4 Consistently Exceeding Ideal Clients’ Expectations Working 3 days a Week
Learn the 3 key metrics that prove your advisory business is solid, sound, and sustainable. In this final video, Mark reveals how to measure client…
1 of 4 Master Class on Becoming The Star Advisor
Kickoff to a 4-part series showing financial advisors how to transform in 90 days by focusing on three metrics—Solid (referral-driven client satisfaction), Sound (consistent monthly…