2 of 2 Blind Spots of High-end Financial Advisors
Mark shares key findings from a nationwide study revealing why 51% of affluent clients want to fire their advisors. He outlines the five struggles holding…
Category: Mindset
1 of 2 Blind spots of High-End Financial Advisors
High-end financial advisors often mistake technical skill for true client impact. In this video, Mark reveals the two major blind spots that keep even seasoned…
2 of 4 Master Class on Becoming The Star Advisor
Video #2 of the Star Advisor Playbook shows how to become the top advisor in your market by mastering the #1 valuation driver—client satisfaction—measured by…
1 of 4 Master Class on Becoming The Star Advisor
Kickoff to a 4-part series showing financial advisors how to transform in 90 days by focusing on three metrics—Solid (referral-driven client satisfaction), Sound (consistent monthly…
What Affluent Ideal Clients Want Most is Reasonable
Affluent Ideal Clients want more than investment returns—they want clarity, trust, and a comprehensive financial strategy. This video breaks down what truly matters most to…
WARNING The Oblivious Financial Advisor is In Danger
Most affluent clients feel underserved by their advisors. In this video, I reveal the hidden disconnect between what clients want and what most advisors deliver—and…
The Shortcut For Financial Advisors Hungry For Growth
This video exposes the biggest gap in wealth management—what advisors deliver vs. what affluent clients actually want. Most clients have never received a truly comprehensive…
Proposal For a Financial Advisor Alliance
Affluent clients trust their advisors—but 82% are disappointed with the actual work product. This video proposes a Financial Advisor Alliance to close that gap, showing…
Acquiring Ideal Clients by Perfectly Aligning Your Conversations
This video explores how financial advisors can acquire ideal clients by aligning their services and messaging with clients’ deepest concerns—specifically inflation. It reframes inflation as…
Artists Are Hired! Financial Advisors Are Fired!
AI is replacing technicians—but not artists. This bold video challenges financial advisors to stop acting like replaceable experts and start delivering art-level strategy. Learn how…