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Bitcoin, Buggy Whips, and the Blind Spots of Progress
Massive Technology Disruption for Financial Advisors is Coming Financial Advisors are having to lean new technologies all the time. When I first became a Financial Advisor, I was proud when
A Tale of Two Americas: The Cantillon Divide in Modern Finance
What Financial Advisors Miss About the Wealth Gap Many financial advisors, like you and me, serve high-net-worth families—but how often do we stop and consider the systemic forces that helped build and
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,
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
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
Do It for the Plot
Can your entire team describe the value you provide to your clients, and what makes you better than others who do what you do? Set a goal this week to
I Would Rather Give You a Kidney
[Financial Advisor Mastery] Relationships with Ideal Clients based on honesty is both delightful and surprising to affluent clients (they’re not accustomed to candid brutal honesty) https://mailchi.mp/gapingvoid/i-would-rather-give-you-a-kidney
Love Made Visible
This is the goal (below). Our objective is to build a team that makes a difference in our client’s lives, while also providing true meaning to those serving on our
The Scariest Place to Be
What would make a client fire their Financial Advisor on the spot and hire you? If you’re a high-end Financial Advisor, this question should consume you. If you’ve been hired
Do More, Think Less
You can make $10,000 an hour. What’s that, you say? I said that you can do activities that will earn you $10,000 per hour. I write this column for Financial
Sex, Lies, and Millennials
What if you had to work long hours for 3 years, but could then kick back and not have to work ever again? Is that something you’d agree to? I
The Hell That Is Good Intentions
I’ve had the privilege of knowing, and working with, among the best retail Financial Advisors in the English-speaking world, and I’ve noticed one thing they all have in common. A
The Domino Effect of ‘Just this Once’
In leading your people, part of your role is to ensure everyone on the team is contributing. When eating at a nice restaurant, have you ever asked a passing waiter
In Defense of Red Tape
It’s amazing how even very small teams can become bureaucracies, which then becomes an obstacle to forward progress. In these columns I encourage leaders to focus on clarity with their
What Doesn’t Kill You Makes You Stronger
Most business owners set goals that are too small and refuse to take the very risks required for success. I’ve owned a retail Financial Advisory business, serving individuals and families
Would You Be Missed If You Were Gone?
A pastor once asked me, “100 years after you’re gone, how many people do you think will remember you?” I recall thinking, maybe none. Only a tiny fraction of people
Culture is Purpose Not Place
Recently I had a conversation with a Financial Advisor regarding his team, he’s one of our clients that I mentor. Our conversation focused on my observation that his team treated
Allergic to Mediocrity
Have you considered asking this during a job interview, “Mediocre is unacceptable here, so will you bring your A-game to this job? Please share with me some examples of your
The Truth About Yawning
When something in my company goes badly wrong I always ask, “why did we handle this issue in this way?” It’s always the first step in my mind, kind of
Daniel Kahneman’s Legacy: The Myth of Reason
All of us who have served affluent clients know something they don’t know. All humans are Predictably Irrational (a great book by psychologist Dan Ariely, that everyone serving affluent clients
The Best of the Greeks?
The subject of leadership comes up a lot in my business, and I suspect also in yours. I’m a high-end Financial Advisor, serving individuals and families, and have been mentoring
Are you playing half-court tennis?
I’ll share with you an intellectual shortcut we provide our clients, all of whom are high-end Financial Advisors. However this shortcut will work if you’re in any sort of professional
If You Design for Average, That’s All You’ll Be
All Financial Advisors look alike to affluent Clients. I’ve studied the data for more than 25 years and when a successful affluent person meets a Financial Advisor, and hears them
Mastery as Marketing
Here’s a quick master class on radically differentiating yourself from everyone else your potential clients could hire. Mastery is the greatest differentiator in most service businesses, so let’s walk-through what
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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.
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