37 (Easily Fixable) Things That Annoy Affluent Clients
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…
Category: videos
I love clients, but I hate client acquisition: Financial Advisor who’s…
Mark, a seasoned financial advisor with over 40 years of experience, particularly resonates with “frustrated veterans” in the industry. He discusses his disdain for traditional…
WE’RE IN A COMPLETELY DIFFERENT BUSINESS: The most valuable service is different than most believe
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.…
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…
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…
