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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
Discover the 3 foundational steps that only the top 10% of advisors use to exceed affluent clients’ expectations. Learn how to create a rock-solid, crystal-clear lifetime financial strategy that sets
Most financial advisors talk about insurance—Ideal Clients think in terms of Risk & Safety Planning. Identifying risks to their plan. Creating strategies to deal with every risk. Establishing then a
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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