Tag: Differentiation Strategy
Paper vs. Electronic Reports: Financial Advisor Mastery
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
4 of 4 Consistently Exceeding Ideal Clients’ Expectations Working 3 days a Week
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
2 of 4 Consistently Exceeding Ideal Clients’ Expectations Working 3-Days a Week
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
1 of 4 Consistently Exceeding Ideal Clients’ Expectations Working 3-Days a Week
In this first video of a four-part series, I share my journey from being a top investment advisor with 1,242 clients to building a business model that consistently exceeds the
What Affluent Ideal Clients Want Most is Reasonable
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
WARNING The Oblivious Financial Advisor is In Danger
Most affluent clients feel underserved by their advisors. In this video, I reveal the hidden disconnect between what clients want and what most advisors deliver—and how you can become the
Ideal Client Acquisition: Replacing Old Sales Tactics with High-Fit Conversations
September 23, 2025 | 12pm
Financial Advisors Reading More Than 1 Book a Week!
Discover how high-end financial advisors can create transformational breakthroughs using a powerful combination of AI and timeless business books. In this video, Mark Little reveals how a single book, Non-Manipulative
Financial Advisor Crunch Time, Are You In or Out?
There are two types of financial advisors: journeymen and game changers. In this powerful message, Mark Little explains why mastering critical thinking and leveraging AI—like Tony Stark used Jarvis—is now
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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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