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Countdown to the launch of our system

by Mark Little — last modified Sep 02, 2009 05:50 AM

On today's webinar I announced that Friday September 4th at 9:00 A.M. Pacific Time (GMT -8) will be our "go live" date for The TrustedAdvisorToolkit.com™ practice managment operating system. Add any questions you have here (Add Comments below and I'll respond to as many as I can)

countdown

We've decided that our system will offer special orientations, special pricing and special coaching from me for advisors in this system during the 7 day "launch period" between Friday September 4th and the 11th.

Details will be available at 9:00 A.M. Pacific Time this Friday September 4th.  If you have decided this system may be a good fit fo your office, please check the site as close to "launch time" as possible.  I will be limiting the number of advisors in my initial coaching group to ensure I can serve them fully and well. Friday morning I will outline pricing and details of the "launch week special."

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Appropriate Client Size

Avatar Posted by Jeff at Sep 22, 2009 08:25 PM
Mark,
Yesterday, on the webconference, you mentioned how you are getting $1500/mo from affluent clients for comprehensive services. What is the minimum networth/assets under management that is necessary for this type of fee and the appropriate services. We live in a small, isolated community and not sure if we have an appropriate number of individuals that would fit into this model. Thanks for any help.

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Lorri Morin

Lorri Morin

Mark Little

Mark Little

Mark Little

Mark Little
Mark McKenna Little Speaker, Author & Trusted Advisor. In 1999 I was ready to leave the financial services industry; not because I wasn’t financially successful (I had built a multi-six figure business), but because I was overwhelmed. I had waaay too many clients & worked 84 hours per week. Rather than quit my business, I decided to try one last thing: I became passionate about relentlessly creating and implementing organized documented systems and processes into my practice. I was able to reduce my workweek to 3 days a week while quadrupling my income to well over $1 million per year of predictable recurring revenue.

Mark Little

Mark Little