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Tag: ServeAffluentCouples
Client Acquisition

Exceeding DIY Client Expectations

Can do-it-yourselfers become your best clients? In this video, Mark Little shares a powerful strategy for attracting affluent couples where one spouse manages the finances and the other feels overwhelmed.

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June 25, 2025 No Comments
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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%

Read Mark’s Story here

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