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Goal of this Blog

We all know that the advisor who offers the most comprehensive services is the most indespensible to their clients and commands the highest compensation.

My goal with this blog is to share tools and resources to help financial advisors offer even more fully comprehensive financial services to their clients.


All the best in Implementing,
Mark

The TrustedAdvisorToolkit.com™

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December

Sub-archives

Dec 27, 2009

Advisor: Do you charge for financial plans?

by Mark Little — last modified Dec 28, 2009 07:25 AM
Filed Under:

... or do you simply do the plan as a part of your complete fee? read more...

Dec 22, 2009

Future Group Coaching Calls

by Mark Little — last modified Dec 23, 2009 07:40 AM
Filed Under:

For Trusted Advisor Toolkit™ Members: I'm contemplating making some of the future group coaching calls online webinars instead of teleconferences. read more...

Dec 13, 2009

Advisor: Where do I start?

by Mark Little — last modified Dec 14, 2009 01:35 PM
Filed Under:

I am new to The Trusted Advisor Toolkit™, where do I begin? read more...

Dec 07, 2009

Advisor: Mark do you split commissions with your Deliverables Team?

by Mark Little — last modified Dec 08, 2009 11:05 AM
Filed Under:

Do you split any of the commissions you receive with your Subject Matter Experts? read more...

Weblog Authors

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