Episode 112: Client Acquisition, Client Conversion and Client Service

In this foundational session, Mark McKenna Little breaks down the entire Financial Advisor Mastery framework — the same system he’s refined over 25 years to help advisors build profitable, sustainable practices. He shares the three core skills that every top advisor must master: Client Acquisition, Client Conversion, and Client Service. Through real stories and practical guidance, Mark reveals how he transformed his own “horrible” early business into a thriving model focused on Ideal Clients, and how advisors today can do the same in just 12 weeks of focused effort. This session is a roadmap for any advisor serious about mastering their craft, delivering extraordinary value, and creating a business that runs on clarity, structure, and integrity.