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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 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.
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
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
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.
Kickoff to a 4-part series showing financial advisors how to transform in 90 days by focusing on three metrics—Solid (referral-driven client satisfaction), Sound (consistent monthly new revenue), and Sustainable (team-delivered
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
This video exposes the biggest gap in wealth management—what advisors deliver vs. what affluent clients actually want. Most clients have never received a truly comprehensive written lifetime financial strategy. Learn
Affluent clients trust their advisors—but 82% are disappointed with the actual work product. This video proposes a Financial Advisor Alliance to close that gap, showing how you can deliver what
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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