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Exceeding DIY Client Expectations

Can do-it-yourselfers become your best clients? In this video, Mark Little shares a powerful strategy for attracting affluent couples where one spouse manages the finances and the other feels overwhelmed. Learn how to position your firm as the only game in town with a 104-day plan, guaranteed outcomes, and a contingency-based relationship that builds trust and delivers peace of mind—especially when the unthinkable happens.

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If you’re the #1 top Financial Advisor in your community, or you aspire to be, maybe we should talk. I work only with the top firms, or firms who are willing to make the effort to take-over the #1 spot in their market over the next 12-months. If you’re in Action Mode, I’d love to hear your plan. let’s talk…
https://TheMarkOfMastery.com/talk

Mark McKenna Little
The Financial Advisor Mastery Program
Seeking The Mark of Mastery
A New Financial Advisor Paradigm

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