Client Acquisition & Customer Retention Strategies with Mark Little
Mark Little, a financial advisor with over 40 years of experience, shares his client acquisition and lead generation strategies for financial advisors on a podcast…
Author: MarkOfMastery (Admin Only)
What is the 72 rule in wealth management? Client Acquisition for Financial Advisors
In this installment of a series on client acquisition for financial advisors, Mark Little emphasizes the importance of never missing opportunities to convert everyday conversations…
I Love Financial Advisors: The Mindset Series
Mark Little commits to creating video content aimed at professional financial advisors, focusing on real-world success in client management and acquisition. He emphasizes his personal…
Creating an Ideal Client Profile for Financial Advisors – Do advisors need an Ideal Client Profile?
Mark Little discusses the importance of creating an ideal client profile for financial advisors handling individual and family clients. He emphasizes the need for clarity…
The 2 Client Acquisition Projects All Financial Advisors Must Master
Mark McKenna Little invites financial advisors to master lead generation by engaging fully with his presentation, eliminating distractions, and focusing on actionable insights that could…
5 Essential Elements of an Effective Client Conversion Process for Financial Advisors
Mark Little highlights the importance of client conversion skills for financial advisors, detailing five of the 15 essential elements for effective client engagement. These include…
37 (Easily Fixable) Things That Annoy Affluent Clients
Mark Little emphasizes the importance for financial advisors of not merely meeting, but consistently exceeding, the expectations of their affluent clients. He recommends starting by…
I love clients, but I hate client acquisition: Financial Advisor who’s…
Mark, a seasoned financial advisor with over 40 years of experience, particularly resonates with “frustrated veterans” in the industry. He discusses his disdain for traditional…
WE’RE IN A COMPLETELY DIFFERENT BUSINESS: The most valuable service is different than most believe
Mark Little emphasizes that financial advisory is not just about managing assets but also guiding clients through emotional decisions that could jeopardize their financial strategies.…
CLIENT ACQUISITION IN TURBULENT TIMES (2024 Best Time ever)- 02/14/2024
Mark Little emphasizes that turbulent financial times present the best opportunities for acquiring clients. He shares insights from his long career, starting in the late…