3 of 4 Consistently Exceeding Ideal Clients’ Expectations Working 3 days a Week
Learn how to scale your advisory business while exceeding 100 Ideal Clients’ expectations working just 3 days a week. In this video, Mark shows how…
Author: MarkOfMastery (Admin Only)
#10 SERIES – History of Bitcoin for Financial Advisors
Bitcoin has endured every challenge—regulation, hacks, and doubt—and emerged stronger, now embraced by institutions, states, and corporations. For financial advisors, the lesson is clear: invest…
#9 SERIES – History of Bitcoin for Financial Advisors
From Operation Choke Point to global crackdowns, governments tried to suppress Bitcoin—but every attempt failed, only strengthening its reputation as unstoppable, uncensorable money. For financial…
#8 SERIES – History of Bitcoin for Financial Advisors
Bitcoin’s scaling debate birthed innovations like SegWit and the Lightning Network, enabling faster, cheaper, and more efficient transactions—without sacrificing decentralization. For financial advisors, the lesson…
#7 SERIES – History of Bitcoin for Financial Advisors
The Block Size Wars revealed Bitcoin’s strength—choosing decentralization and discipline over shortcuts. While forks like Bitcoin Cash faded, Bitcoin’s resilience and scarcity proved unshakable. For…
#6 SERIES – History of Bitcoin for Financial Advisors
In Bitcoin’s early days, hackers tried to break its 21 million cap—but every attack only made the network stronger. For financial advisors, the lesson is…
2 of 4 Consistently Exceeding Ideal Clients’ Expectations Working 3-Days a Week
Part 2 dives into Stage I: replacing the flimsy “financial plan” with a Comprehensive Written Lifetime Financial Strategy built on the OST framework, Objectives, Strategies,…
1 of 4 Consistently Exceeding Ideal Clients’ Expectations Working 3-Days a Week
In this first video of a four-part series, I share my journey from being a top investment advisor with 1,242 clients to building a business…
What Affluent Ideal Clients Want Most is Reasonable
Affluent Ideal Clients want more than investment returns—they want clarity, trust, and a comprehensive financial strategy. This video breaks down what truly matters most to…
A Professional’s Financial Plan Checklist For Ideal Clients
Discover the essential financial planning checklist that high-end advisors use to stay organized, deliver extraordinary value, and ensure no detail is overlooked when guiding affluent…