Tag: Lead Generation
What is the 72 rule in wealth management? Client Acquisition for Financial Advisors
In this installment of a series on client acquisition for financial advisors, Mark Little emphasizes the importance of never missing opportunities to convert everyday conversations into potential business interactions. He
I Love Financial Advisors: The Mindset Series
Mark Little commits to creating video content aimed at professional financial advisors, focusing on real-world success in client management and acquisition. He emphasizes his personal journey from a struggling beginner
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
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
5 Essential Elements of an Effective Client Conversion Process for Financial Advisors
Mark Little highlights the importance of client conversion skills for financial advisors, detailing five of the 15 essential elements for effective client engagement. These include starting meetings promptly with focus,
What CRM is right for my Financial Advisory business?
Mark discusses the critical features and considerations for choosing an effective Client Relationship Management (CRM) software. He emphasizes the importance of note-taking capabilities, task management, and automated action sequences. Mark
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
AI Is Coming For Financial Advisor’s Jobs Right Now
AI is already disrupting the financial advisory industry, not in the future but right now. But there’s hope for the few who step up now. Drawing on insights from top
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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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