See the Financial Services industry in a way you've never seen it before.

The most underserved market in the financial services industry is comprised of successful affluent clients seeking strategy & oversight by a Financial Advisor who is willing and able to deliver upon all of The Four Client Expectations™:

  • Protection

    "I want a Financial Advisor with no conflicts of interest who is looking out for my best interests at all times, and will provide oversight of all the financial people and financial institutions in my life."

  • Coordination

    "I want a Financial Advisor who will coordinate all the financial people and financial recommendations in my life so they're perfectly aligned with my overarching financial strategy."

  • Attention

    "I want a Financial Advisor who will routinely identify the necessary course corrections required to keep me on-track to all my financial objectives."

  • Transparency

    "I want to know what I'm paying every financial person for every financial product in my life, down to the penny. I'm tired of hidden or hard-to-find internal costs buried inside the financial products and services I own."

Learn how to become
"The Only Game in Town"

You are delivering a client experience whether you know it or not. The quality of your client experience determines who wants to be your client. The more successful and affluent the client, the higher their standards are for "the client experience" (often because that's what got them to where they are today).

If you want to work with them, you have to raise your game. If you do, you'll be surrounded by Potential Ideal Clients who want to know and work with you—at a premium price.

  • “I've been a Certified Financial Planner® for 13 years and The Mark of Mastery™ methods helped me provide every specific detail I needed to serve and deliver a fantastic experience to my Ideal Clients.”
    Dean Kendall, CFP® - Financial Advisor
Client Service Mastery
(6 monthly payments)

Over 12 and a half hours of video training!

Over 85 individual downloadable tools

Access to all of the following modules:

Vision and Goals: Make This Your Best Year Ever!

Annual Recurring Revenue Exercise

Potential Client Interaction Time

Setting Your Compensation

The Role of the Administrative Manager

Hiring An Extraordinary Administrative Manager

The Deliverables Team Recruitment Process

Evaluating Your Deliverables Team

The Ten Client Deliverables

The First 104 Days of a New Client Relationship

The Hero's Journey

The Extraordinary Client Experience

The Annual Referral Rate and Referability Dashboard

A Word From Mark McKenna Little, Founder & CEO

When you join The Mark of Mastery™, you'll implement exactly the way I have over the past 30 years—step-by-step and in sequence. You'll quickly be delivering a unique and extraordinary set of services which successful affluent Ideal Clients currently don't believe exists anywhere.

We've been teaching and guiding a select group of Financial Advisors from around the world for more than 15 years.

We know that there are currently millions of multimillionaires out there who desire a Financial Advisor who is willing and able to serve them exactly as we detail in The Mark of Mastery™ Program.

It's currently the largest gap, and most significant opportunity, in the financial services industry—and it's yours to take advantage of. Join us today!

Why join now?

If you accept the idea that a client will only be impressed with someone whose standards are higher than their own, then you'll agree that your current client experience is determining
who wants to be your client.

Improving your client experience is ultimately what motivates everything that we recommend in The Mark of Mastery™.

Consider this: If another advisor's standards  appear better than yours, or their client experience is better than yours,  today's clients will fire you and switch Financial Advisors in a minute.

Join now and immediately begin improving your client experience and client deliverables to what your next Ideal Client expects from you.

Who is this program for?

The Mark of Mastery™ is best for Investment Advisors, Tax Accountants, Financial Planners, Estate Planning Attorneys, Insurance Professionals, and Money Managers looking to up their game and get on track to delivering an extraordinary client experience.

What's the fine print?

The Mark of Mastery™ is available as a one-time payment of $2997, or as 6 monthly installments of $597. Your card will be charged immediately and, if you select the installment plan, every 30 days thereafter. If at any time within the first 30 days of your purchase you wish to cancel, email and we will refund your purchase in full. You will be required to provide a second credit card as an alternate payment method, in the event your primary method of payment does not go through. If ever you wish to quit the program, provide us notice at at least 2 business days prior to your next scheduled payment to avoid being charged again. No refunds will be issued after 30 days of account activation. Upon cancellation, access will be revoked and the credit card on-file will not be charged the next regularly scheduled monthly charge.

  • To get more referrals, you need to become more referable.
    Mark McKenna Little

Exceeding Client Expectations Course Overview

Check out the available courses and module descriptions for more detail on what you'll be learning in this program.

Preview Course