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
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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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