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Learn the 3 key metrics that prove your advisory business is solid, sound, and sustainable. In this final video, Mark reveals how to measure client satisfaction through referrals, track new
Part 2 dives into Stage I: replacing the flimsy “financial plan” with a Comprehensive Written Lifetime Financial Strategy built on the OST framework, Objectives, Strategies, and Tactics. You’ll see how
Affluent Ideal Clients want more than investment returns—they want clarity, trust, and a comprehensive financial strategy. This video breaks down what truly matters most to them and how top advisors
This video exposes the biggest gap in wealth management—what advisors deliver vs. what affluent clients actually want. Most clients have never received a truly comprehensive written lifetime financial strategy. Learn
Affluent clients trust their advisors—but 82% are disappointed with the actual work product. This video proposes a Financial Advisor Alliance to close that gap, showing how you can deliver what
This video shares Tom’s inspiring transformation as a financial advisor, showing how strategic guidance and a shift in approach can elevate client service, boost confidence, and deliver extraordinary results. ==========If
What do a world-class wedding cake and Bitcoin have in common? 🧁 Cake International is the world’s premier baking competition. Think of it as the Olympics of cake artistry. The
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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