Newer Financial Advisors Have an Advantage
Despite veteran financial advisors’ experience, many potential clients prefer newer advisors who offer more comprehensive services, highlighting a significant gap in the market that newer…
Author: MarkOfMastery (Admin Only)
3 Things a Trusted Advisor Expects From Every Member of The Service Team
Mark outlines three expectations for his team: provide comprehensive financial services, become indispensable to each ideal client, and deliver an extraordinary client experience through dedicated…
What CRM is right for my Financial Advisory business?
Mark discusses the critical features and considerations for choosing an effective Client Relationship Management (CRM) software. He emphasizes the importance of note-taking capabilities, task management,…
Paper vs. Electronic Reports: Financial Advisor Mastery
Mark discusses whether to use digital displays or print documents for client meetings, emphasizing that the choice depends on the technology available. He suggests using…
The 10-Minute Knock: Financial Advisor Mastery
Mark describes the “10-minute knock” method used in client meetings to ensure efficient time management. This technique involves a verbal countdown and a non-intrusive reminder…
3 Things You Can Do That AI Can’t do
In this video, Mark McKenna Little breaks down the three human abilities that AI can never truly replace, even as it becomes capable of handling…
As a Financial Advisor, Can You Handle The Truth?
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…
Easily the most important video for Financial Advisors
In this video, Mark McKenna Little breaks down the single biggest gap between financial advisors and the affluent clients they serve: the true meaning of…
Do you have clients who want 10% on their money?
A quiet revolution is happening in yield creation — one built on digital assets instead of traditional debt. In this episode, I unpack how advisors…