Tag: Minimum Standards
Is asset management the same as wealth management?
Mark Little clarifies the often-confused terms “asset management” and “wealth management,” stressing that many in the industry and clients misunderstand these concepts. He emphasizes the importance of defining these services
Creating an Ideal Client Profile for Financial Advisors – Do advisors need an Ideal Client Profile?
Mark Little discusses the importance of creating an ideal client profile for financial advisors handling individual and family clients. He emphasizes the need for clarity in client profiles to accelerate
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
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,
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.
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
Paper vs. Electronic Reports: Financial Advisor Mastery
Mark discusses whether to use digital displays or print documents for client meetings, emphasizing that the choice depends on the technology available. He suggests using large, touchscreen monitors to display
2 of 2 Blind Spots of High-end Financial Advisors
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
1 of 2 Blind spots of High-End Financial Advisors
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
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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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