Tag: Human-Centric Service
The 2 Client Acquisition Projects All Financial Advisors Must Master
Mark McKenna Little invites financial advisors to master lead generation by engaging fully with his presentation, eliminating distractions, and focusing on actionable insights that could transform their business practices. He
37 (Easily Fixable) Things That Annoy Affluent Clients
Mark Little emphasizes the importance for financial advisors of not merely meeting, but consistently exceeding, the expectations of their affluent clients. He recommends starting by addressing and eliminating any practices
I love clients, but I hate client acquisition: Financial Advisor who’s…
Mark, a seasoned financial advisor with over 40 years of experience, particularly resonates with “frustrated veterans” in the industry. He discusses his disdain for traditional client acquisition methods, especially as
WE’RE IN A COMPLETELY DIFFERENT BUSINESS: The most valuable service is different than most believe
Mark Little emphasizes that financial advisory is not just about managing assets but also guiding clients through emotional decisions that could jeopardize their financial strategies. He highlights the importance of
THIS BUSINESS SHOULD BE FUN. we’re helping people achieve their goals!…
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
PREDICTABLY IRRATIONAL. The more affluent, the more irrational
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
3 Things a Trusted Advisor Expects From Every Member of The Service Team
Mark outlines three expectations for his team: provide comprehensive financial services, become indispensable to each ideal client, and deliver an extraordinary client experience through dedicated efforts.
The Client Attraction Pipeline Every High End Financial Advisor Should Use
Most financial advisors overcomplicate client acquisition. In this video, you’ll learn how elite advisors use a simple 4-meeting relationship process—built on trust, not sales—to attract ideal clients consistently. Discover how
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
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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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- The Only Game In Town: (audio) 10 Game-changing Strategies for Financial Advisors
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