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Mark McKenna shares insights for financial advisers seeking significant growth. His method, developed over 20 years, revolutionizes client acquisition, conversion, and service, eschewing traditional sales tactics for a client-centric approach.
Mark Little reflects on how financial advising should be enjoyable for both the advisor and clients. Initially focused on investment management, he shifted to comprehensive financial planning 25 years ago
Mark shares a transformative piece of advice from his business coach, Bill Bacrack, which revolutionized his approach to financial advising. Overwhelmed by managing 1242 mostly non-ideal clients, Mark embraced the
Potential ideal clients find most financial advisors indistinguishable and seek one who offers a truly comprehensive service, including coordinating all financial aspects and ensuring transparency. However, such advisors are rare,
Mark, with 40 years of experience as a financial advisor, asserts that affluent clients are often irrational with their money, despite appearing logical. He emphasizes the importance of understanding this
Despite veteran financial advisors’ experience, many potential clients prefer newer advisors who offer more comprehensive services, highlighting a significant gap in the market that newer advisors are well-positioned to fill.
Mark discusses whether to use digital displays or print documents for client meetings, emphasizing that the choice depends on the technology available. He suggests using large, touchscreen monitors to display
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
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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