Category: Client Service

Mark Little clarifies the often-confused terms “asset management” and “wealth management,” stressing that many in the industry and clients misunderstand these concepts. He emphasizes the…

Mark Little emphasizes the importance for financial advisors of not merely meeting, but consistently exceeding, the expectations of their affluent clients. He recommends starting by…

Mark Little emphasizes that financial advisory is not just about managing assets but also guiding clients through emotional decisions that could jeopardize their financial strategies.…

Mark Little reflects on how financial advising should be enjoyable for both the advisor and clients. Initially focused on investment management, he shifted to comprehensive…

Mark, with 40 years of experience as a financial advisor, asserts that affluent clients are often irrational with their money, despite appearing logical. He emphasizes…

Mark shares a transformative piece of advice from his business coach, Bill Bacrack, which revolutionized his approach to financial advising. Overwhelmed by managing 1242 mostly…

Mark outlines three expectations for his team: provide comprehensive financial services, become indispensable to each ideal client, and deliver an extraordinary client experience through dedicated…

Mark discusses the critical features and considerations for choosing an effective Client Relationship Management (CRM) software. He emphasizes the importance of note-taking capabilities, task management,…

Mark discusses whether to use digital displays or print documents for client meetings, emphasizing that the choice depends on the technology available. He suggests using…

Mark describes the “10-minute knock” method used in client meetings to ensure efficient time management. This technique involves a verbal countdown and a non-intrusive reminder…