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The Mark of Mastery™

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Items Promised At Bill Bachrach’s April 2022 Dojo

May 17, 2022 by mark little Filed Under: Retaining Clients

Items Promised At Bill Bachrach’s April 2022 Dojo

  As promised, here are the 6 items that Financial Advisors asked me to provide when I spoke live at Bill Bachrach’s recent Client Acquisition Mastery Dojo Workshop: The 3 Most Important Client Acquisition Skills… [click here] Here’s the free Course I promised you which outlines the 10 critical success skills for effective client service: The […]

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Stop Measuring The Wrong Things And Boost Client Referrals

September 14, 2019 by mark little Filed Under: Referral Marketing

Stop Measuring The Wrong Things And Boost Client Referrals

Most Financial Advisors are confused about referral terminology and incorrectly describe many things as referrals which aren’t referrals at all.  By using imprecise language things get confusing pretty quickly. Know this; there are six separate categories you need to clearly understand around this powerful concept known as referral marketing.  The business objective is “being extraordinary” […]

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How long will it take to acquire my next Ideal Client?

April 24, 2019 by mark little Filed Under: Acquiring Clients

How long will it take to acquire my next Ideal Client?

While the Lead Generation method we teach will have you interacting with lots of new people almost immediately, the most common question I get from Financial Advisors is, “How long will it take me to acquire my first Ideal Client using this method?”   There are 4 variables that will determine the answer to that question. […]

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The Two Client Acquisition Projects All Financial Advisors Must Master

May 31, 2018 by mark little Filed Under: Acquiring Clients Tagged With: External Referability, Internal Referability

The Two Client Acquisition Projects All Financial Advisors Must Master

As you may know, I’m working on a course about how I acquired more Ideal Clients faster than any other Financial Advisor on record, before or since. This is the most requested course we’ve ever created. My goal is for you to come out of this course with all the tools you need to beat […]

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10 Hidden Benefits That Happen When You Focus On Unsolicited Client Referrals

May 28, 2018 by mark little Filed Under: Acquiring Clients Tagged With: Referrals, Unsolicited Client Referrals

10 Hidden Benefits That Happen When You Focus On Unsolicited Client Referrals

While there are many successful client acquisition methods out there, none have a greater positive impact than focusing on Unsolicited Client Referrals (UCRs). As we discussed in my last post, UCRs occur when a client refers a potential client to you without any prompting on your part. The only way to receive Unsolicited Client Referrals […]

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How to Grow Your Ideal Client Community Twice As Big In Half The Time

May 24, 2018 by mark little Filed Under: Acquiring Clients Tagged With: Referrals, Unsolicited Client Referrals

How to Grow Your Ideal Client Community Twice As Big In Half The Time

How successful are your current client acquisition methods? Are you adding new clients as quickly as you’d like? How much effort are you willing to make to increase the number of new clients you’re adding per week and per month? Does your rate of client acquisition depend entirely on you, the trusted financial advisor? Are […]

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How I Acquired 1,242 Clients

May 17, 2018 by mark little Filed Under: Acquiring Clients Tagged With: Upcoming Courses

How I Acquired 1,242 Clients

  As you may know, we are about to launch a new course for financial advisors based on the #1 question we receive from our members: “How did a single advisor ever acquire 1,242 clients? What specific methods did you use to acquire that many clients?” Ultimately, I transformed my business and now deal with […]

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Keeping Your Team Accountable (Without Offending Them)

April 9, 2018 by mark little Filed Under: Building & Leading a Team

Keeping Your Team Accountable (Without Offending Them)

Something I’ve often told financial advisors when speaking with them personally or during one of my speaking engagements is: “Giving out an assignment is not the basis for accountability. Rather it is the acceptance that the responsibility for a thing resides with him, which initiates accountability.” Accountability really is something people must do for themselves. […]

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Does Your Meeting Plan Include These Key Elements?

April 5, 2018 by mark little Filed Under: Client Meetings

Does Your Meeting Plan Include These Key Elements?

Do you know a recipe for disaster for you and your clients? It’s calling your team members to an unannounced client meeting and just winging it. In reality, can you expect everyone to be available and prepared without prior knowledge? Of course not! For it to be an exceptional meeting, you need to have every […]

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The Success Trap and How To Escape It

April 3, 2018 by Ian F. Hood Filed Under: Smart Business

The Success Trap and How To Escape It

Why is it that, as a financial advisor, even after you achieve success it’s still no bed of roses? The more clients we acquire, the less time we have to give them the attention they deserve (and need). The less time we have for anything, really, but it especially hurts the clients. After all those […]

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About Mark

About Mark McKenna Little (sidebar)

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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