Tag: Subject Matter Experts
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 4 Master Class on Becoming The Star Advisor
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.
1 of 4 Master Class on Becoming The Star Advisor
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
3 of 4 Consistently Exceeding Ideal Clients’ Expectations Working 3 days a Week
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
The Shortcut For Financial Advisors Hungry For Growth
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
Proposal For a Financial Advisor Alliance
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
Ideal Client Acquisition: Replacing Old Sales Tactics with High-Fit Conversations
September 23, 2025 | 12pm
Artists Are Hired! Financial Advisors Are Fired!
AI is replacing technicians—but not artists. This bold video challenges financial advisors to stop acting like replaceable experts and start delivering art-level strategy. Learn how to create a Comprehensive Written
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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%
Free Membership includes
- The Only Game In Town: (audio) 10 Game-changing Strategies for Financial Advisors
- Acquiring Successful, Affluent Clients: 10 Critical Lessons for Gaining Affluent Clients
- Become the ‘Most-Trusted’ Financial Advisor: 10 Essential Lessons for Successfully Serving Affluent Clients
- The Kate Wilson Case Study: (audio) Learn how a Real Life Financial Advisor Rapidly Transformed her Practise using Mark’s advice.
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