In this video, Mark McKenna Little challenges high-end financial advisors to face a critical question: what happens when artificial intelligence can do 80% of what advisors do—better, faster, and almost for free? Drawing from his decades of experience serving affluent families, Mark reveals how rapidly AI is transforming the industry and why many advisors remain complacent. He details a real-life AI service already offering automated financial planning, investing, budgeting, and tax optimization for just $200 a month—promising results superior to most advisors. Mark urges professionals to conduct a self-assessment: list everything they do for clients and identify the irreplaceable 20% that only a human can deliver. This thought exercise, he says, is crucial to future-proofing your business, redefining your value, and building a firm that AI can never replace.
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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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