A preliminary briefing for comprehensive financial advisors on why firms often miss what affluent clients value most—and how to fix it. Drawing on a 26-question survey of veteran advisors, it surfaces five core struggles (overwhelm, isolation, stagnation, growth vs. comfort, and eroding self-belief) and prescribes a 90-day, one-program “ride or die” focus to rebuild momentum. Includes quick wins for each theme, emphasizing systems over goals, team support, and consistently aligning work with what clients will pay the most for.
Resolving Every Problem in Your Business
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About Mark McKenna Little
Mark Little is the ‘regular guy’ Financial Advisor whose unconventional approach to financial services acquired 1,242 clients.
Then in just 34 months he rebuilt his business from the ground up, shattering international records and boosting revenue by 412%
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