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Tag: FinancialAdvisor

Client Service

What Is a Multi-Family Office? (MFO)

What exactly is a multi-family office (MFO), and should you establish one as a “business within your business?” In this video, I define what makes a family office unique, how

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Client Acquisition

Exceeding DIY Client Expectations

Can do-it-yourselfers become your best clients? In this video, Mark Little shares a powerful strategy for attracting affluent couples where one spouse manages the finances and the other feels overwhelmed.

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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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Client Acquisition

The Wartime Financial Advisor

How do high-end financial advisors lead during global crises? In this video, I share insights from 40+ years as a financial advisor through 12 wars and countless market shocks. You’ll

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Bitcoin

A Little Folding of the Hands to Sleep

That Nagging Feeling About Bitcoin? It Might Be Your Fiduciary Duty Calling. Fellow Financial Advisors,Ever had that nagging feeling you’re missing something BIG? I’ve been a Financial Advisor since 1981,

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Bitcoin

Is Your OODA Loop Broken?

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

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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
  2. Acquiring Successful, Affluent Clients: 10 Critical Lessons for Gaining Affluent Clients
  3. Become the ‘Most-Trusted’ Financial Advisor: 10 Essential Lessons for Successfully Serving Affluent Clients
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