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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
Potential ideal clients find most financial advisors indistinguishable and seek one who offers a truly comprehensive service, including coordinating all financial aspects and ensuring transparency. However, such advisors are rare,
Mark shares key findings from a nationwide study revealing why 51% of affluent clients want to fire their advisors. He outlines the five struggles holding top advisors back and explains
High-end financial advisors often mistake technical skill for true client impact. In this video, Mark reveals the two major blind spots that keep even seasoned advisors from earning trust and
Video #2 of the Star Advisor Playbook shows how to become the top advisor in your market by mastering the #1 valuation driver—client satisfaction—measured by your annual client referral rate.
Learn the 3 key metrics that prove your advisory business is solid, sound, and sustainable. In this final video, Mark reveals how to measure client satisfaction through referrals, track new
Learn how to scale your advisory business while exceeding 100 Ideal Clients’ expectations working just 3 days a week. In this video, Mark shows how to hire and lead an
Part 2 dives into Stage I: replacing the flimsy “financial plan” with a Comprehensive Written Lifetime Financial Strategy built on the OST framework, Objectives, Strategies, and Tactics. You’ll see how
In this first video of a four-part series, I share my journey from being a top investment advisor with 1,242 clients to building a business model that consistently exceeds the
Affluent Ideal Clients want more than investment returns—they want clarity, trust, and a comprehensive financial strategy. This video breaks down what truly matters most to them and how top advisors
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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