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Oct 28, 2009

New Progress Report Instruction Videos

by Mark Little — last modified Oct 28, 2009 12:30 AM

In response to feedback from members of The Trusted Advisor Toolkit™ we have replaced the single video tutorial about how to create "Progress Reports" for client progress meetings with six videos detailing the process much more thoroughly. read more...

Oct 19, 2009

Advisor: How do you "politely disengage?"

by Mark Little — last modified Oct 19, 2009 11:20 PM
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Mark, how do you ACTUALLY disengage with a nice family with smaller assets? read more...

Oct 12, 2009

Advisor: How do Deliverables Team Members charge?

by Mark Little — last modified Oct 12, 2009 08:15 PM

Should external Subject Matter Experts charge for their services separately or should we include their fee within our compensation as Trusted Advisor? read more...

Oct 04, 2009

Advisor: Client Document Vault

by Mark Little — last modified Oct 04, 2009 10:20 PM

Mark, have you considered adding a secured client document and data vault to The Trusted Advisor Toolkit™ for advisors and their teams to upload, download, store and search for documents required for progress meetings? read more...

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Mark Little

Mark Little

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m778little

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Mark Little

Mark Little
Mark McKenna Little Speaker, Author & Trusted Advisor. In 1999 I nearly left the financial services industry, forever. I had built a multi-six figure business but I was killing myself working 84 hours per week trying to serve waaay too many clients on a transaction basis. Rather than quitting I decided to try one last completely radical idea: I crafted an entirely different business model focused on delivering TRULY comprehensive financial services. And it worked! I reduced my workload to just 3 days per week while quadrupling my business to well over $1 Million per year of predictable recurring revenue.

Lorri Morin

Lorri Morin