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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

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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

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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

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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

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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,

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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

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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

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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,

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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,

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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

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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%

Read Mark’s Story here

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