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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 explores how financial advisors can acquire ideal clients by aligning their services and messaging with clients’ deepest concerns—specifically inflation. It reframes inflation as the number one risk to
Uncertainty is nothing new—but many advisors still make the same mistakes during volatile times. In this video, I reveal 3 client acquisition missteps for High-end Financial Advisors to avoid if
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.
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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