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Tag: AIFutureProof
Client Acquisition

The Financial Advisor No AI Can Replace

Want to attract high-end clients in the age of AI? In this video, Mark Little shares how financial advisors can stand out by “going analog.” From handwritten notes to ditching

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June 25, 2025 No Comments
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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%

Read Mark’s Story here

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  1. The Only Game In Town: (audio) 10 Game-changing Strategies for Financial Advisors
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