CLIENT ACQUISITION IN TURBULENT TIMES (2024 Best Time ever)- 02/14/2024
Mark Little emphasizes that turbulent financial times present the best opportunities for acquiring clients. He shares insights from his long career, starting in the late…
Category: videos
THIS BUSINESS SHOULD BE FUN. we’re helping people achieve their goals!…
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…
PREDICTABLY IRRATIONAL. The more affluent, the more irrational
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…
DO MORE for fewer clients: Advice for professional retail Financial Advisors
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…
What is The Financial Advisor Mastery Program?
Mark McKenna shares insights for financial advisers seeking significant growth. His method, developed over 20 years, revolutionizes client acquisition, conversion, and service, eschewing traditional sales…
Financial Advisor Success in 2024
Mark Little details essential skills for retail financial advisors in tumultuous markets, focusing on lead generation, conversion, and client service. He outlines how advisors can…
Newer Financial Advisors Have an Advantage
Despite veteran financial advisors’ experience, many potential clients prefer newer advisors who offer more comprehensive services, highlighting a significant gap in the market that newer…