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 to make client interactions more fulfilling and fun, emphasizing the importance of maintaining a positive attitude to enhance the client experience.
Home » THIS BUSINESS SHOULD BE FUN. we’re helping people achieve their goals!…
FREE WEBINARS
for all Financial Advisors
All Times in US-Pacific
Client Service
THIS BUSINESS SHOULD BE FUN. we’re helping people achieve their goals!…
Most Courses, Videos, Webinar Replays & Other Resources are included with a FREE MEMBERSHIP. No spam, no credit card, cancel anytime. Click the button below to join for free or find out more.
Responses