A Little Folding of the Hands to Sleep
That Nagging Feeling About Bitcoin? It Might Be Your Fiduciary Duty Calling. Fellow Financial Advisors,Ever had that nagging feeling you’re missing something BIG? I’ve been a Financial Advisor since 1981,
The Big Beautiful Bill
The US House of Representatives just passed “The Big Beautiful Bill.” Extending the tax cuts was a must, to prevent the largest tax increase in recent history. But they’ve forced
How to Predict the Future
It’s time to sit down with clients in advance to proactively calm nerves anticipating increased volatility over the next few years, during a recalibration of world trade policies. Let’s look
Pockets of Belfast
When Accounting Rules Quietly Rewrite Reality As Financial Advisors for retail clients, over the years we become familiar with accounting rules and standards incidental to proper planning. Most people assume
Is Your OODA Loop Broken?
What do a world-class wedding cake and Bitcoin have in common? 🧁 Cake International is the world’s premier baking competition. Think of it as the Olympics of cake artistry. The
How Outrageous Ideas Change the World (for better or worse)
🔑 The 5 Best Words for You to Describe Bitcoin to Clients If you’re a High-end Financial Advisor trying to explain Bitcoin in a clear, powerful way, these 5 words
The Sweetest Most Important Sound
The sweet names of liberty and free-enterprise… We’ve lost the plot. I heard the CEO of one of the top 3 banks in America say this week, “we live in
Simple Is Beautiful
MILLION DOLLAR IDEA: Make your client’s life simpler. Your business reputation is up to you. You control it, and you can drive it. If you become known as the person
Stop Making Art When You Need Weapons
Imagine a world where prices of everything go down every year. Rather than prices rising every year, and the need to earn more money every year to keep up, because
What’s Your Gift?
A very wise business coach convinced me that, to be effective, a client relationship should be an accountability environment. So, that’s what I created 2 decades ago. A permission-based accountability
Buckle Up
How compelling is your first business interaction with a potential client? Is your Initial Client Interview designed so that it literally “knocks the socks off” of your potential client? If
Life Lessons from a Hot Dog
Absolutely no trouble with your COMPLIANCE department. Thankfully, caring is one thing that Ideal Clients crave from Financial Advisors like us, yet our compliance departments can’t seem to come up
Stop Telling People What To Do
On my team, I notice that some people are frequently telling others how to behave. They’re so certain that their way is right, and another team member’s way is wrong,
All the Feels
The more affluent the Ideal Client, the more decisions are based on emotion rather than facts. The more successful and the more affluent the client’s family, the more their significant
Nobody Likes Playing Tennis with the Net Down
“Volatility Isn’t Risk: Stop Letting Price Swings Scare You Like a Rookie Trader!” Let’s clear up one of the biggest myths about investing: volatility and risk are NOT the same
The Psychology of Scaling Culture
Let’s resolve to focus on the things that matter most in 2024. The most successful financial advisors I worked with this year focused on high-payoff activities while delegating or dumping
What Samurai’s Teach Us About Service
The most successful financial advisors I’ve ever met have a servant’s heart. A client-focused business means putting what’s best for the client first. What’s best for the team comes second,
If It Sounds Too Good To Be True
Why Do Most Financial Advisors Ignore Bitcoin? It’s Time to Start Paying Attention to it… Over the past 15 years, Bitcoin has quietly evolved into a legitimate asset class. Yet,
What Matters Not What’s Easy
FINANCIAL ADVISORS: Are you setting life expectancy too low in your financial plans? Too often, I see Financial Advisors default to a superficial view of mortality tables. For example, a male client
It’s Not That Hard
A Call to Financial Advisors: Immediately Raise the Voltage on Client Service Over the past 20 years, I’ve observed a troubling trend: declining competence and commitment to client service in
A Use It or Lose It Species
Become the Star Financial Advisor in Your Community 🌟So what’s a Star Financial Advisor?… In The Star Principle, a phenomenal book, Richard Koch defines a Star Business as one that
Bitcoin’s Breakthrough To $100,000
…and Jeremy Siegel’s View On the Future of Bitcoin Most High-end Financial Advisors I work with turn their noses up at Bitcoin. I get the sense that it’s less about
What’s Your If-Then Loop?
UPCOMING EVENT:🚀 Unlock the AI Advantage for High-end Financial Advisors🚀 How AI Is Helping Elite Advisors Deliver a World-Class Client Experience?…The financial advisory world is evolving fast, and Artificial Intelligence
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About Mark McKenna Little
Mark Little is the ‘regular guy’ Financial Advisor whose unconventional approach to financial services acquired 1,242 clients.
Then in just 34 months he rebuilt his business from the ground up, shattering international records and boosting revenue by 412%
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