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…
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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…
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…
#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…