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You are here: Home Blog 2009 November 16 Step 6 of 8: Establish a detailed plan with specific goals and milestones

Step 6 of 8: Establish a detailed plan with specific goals and milestones

by Mark Little — last modified Nov 16, 2009 08:00 AM
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8 Steps to Creating a Successful Comprehensive Financial Services Business

As fully comprehensive financial advisors we are committed to ensuring that every Ideal Client has a comprehensive written lifetime financial plan along with milestones to measure success.  Good: Commit to ensuring that you have such a plan for yourself no later than 90 days from today.  Best: Hire a Best-in-Class Trusted Advisor (and pay their fee) to get this done for you.

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Weblog Authors

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